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iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
JA
101
JVL Associates
Michigan
$1.26M
JIC
102
Johnson Investment Counsel
Ohio
$1.26M -$35.8K -680 -3%
PCM
103
Penserra Capital Management
California
$1.19M -$543K -10,308 -32%
CM
104
Cornerstone Management
Georgia
$1.18M -$39.1K -742 -3%
GT
105
Glenview Trust
Kentucky
$1.16M -$51.6K -980 -4%
BPC
106
Banque Pictet & Cie
Switzerland
$1.06M
OFG
107
OmniStar Financial Group
North Carolina
$1.01M +$8.84K +168 +0.9%
VF
108
Virtu Financial
New York
$979K -$2.85M -54,170 -75%
BCM
109
BTC Capital Management
Iowa
$930K
TRCT
110
Tower Research Capital (TRC)
New York
$920K +$870K +16,536 +413,400%
FWIA
111
Fort Washington Investment Advisors
Ohio
$879K -$445K -8,450 -35%
ABC
112
Associated Banc-Corp
Wisconsin
$878K +$299K +5,676 +56%
CTC
113
Central Trust Company
Missouri
$877K -$12.7K -242 -2%
SCG
114
Sonata Capital Group
Washington
$861K +$34.1K +648 +4%
NWM
115
Northwest Wealth Management
Iowa
$853K +$11.6K +220 +1%
BOTW
116
Bank of the West
California
$832K -$48.8K -928 -6%
CCA
117
Cobblestone Capital Advisors
New York
$823K
EAM
118
Evanson Asset Management
California
$822K
CAL
119
Capital Advisors Ltd
Ohio
$814K -$47.1K -894 -6%
HCMT
120
Highland Capital Management (Tennessee)
Tennessee
$811K -$73.2K -1,390 -9%
PAS
121
Partnervest Advisory Services
California
$811K +$15.9K +302 +2%
BSW
122
Buckingham Strategic Wealth
Missouri
$789K -$4.74K -90 -0.6%
PFBT
123
Parkside Financial Bank & Trust
Missouri
$780K -$31.8K -604 -4%
1IA
124
1834 Investment Advisors
Wisconsin
$770K -$12.3K -234 -2%
NA
125
NewEdge Advisors
Louisiana
$769K +$298K +5,656 +69%

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.