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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$45.6M)

0.22% more ownership

Funds ownership: 98.15%98.37% (+0.22%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

2% less funds holding

Funds holding: 307302 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

60% less call options, than puts

Call options by funds: $631K | Put options by funds: $1.58M

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
93
Reduced
96
Closed
24
Calls
$631K
Puts
$1.58M
Net Calls
-$950K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
101
IHT Wealth Management
Illinois
$1.14M -$718K -12,780 -39%
MAS
102
Madden Advisory Services
Florida
$1.1M -$605K -10,778 -36%
BPC
103
Banque Pictet & Cie
Switzerland
$1.08M
NA
104
NewEdge Advisors
Louisiana
$1.01M +$227K +4,036 +29%
OFG
105
OmniStar Financial Group
North Carolina
$969K -$56.5K -1,006 -6%
BCM
106
BTC Capital Management
Iowa
$913K -$27K -480 -3%
CTC
107
Central Trust Company
Missouri
$908K -$7.75K -138 -0.9%
FWIA
108
Fort Washington Investment Advisors
Ohio
$901K +$10.7K +190 +1%
ABC
109
Associated Banc-Corp
Wisconsin
$890K
PFS
110
Prospera Financial Services
Texas
$884K +$874K +15,570 New
EW
111
Emerson Wealth
Michigan
$877K +$5.35M +95,270 New
PAS
112
Partnervest Advisory Services
California
$850K +$29.1K +518 +4%
SCG
113
Sonata Capital Group
Washington
$847K -$25.5K -454 -3%
CCA
114
Cobblestone Capital Advisors
New York
$834K
EAM
115
Evanson Asset Management
California
$833K
HCMT
116
Highland Capital Management (Tennessee)
Tennessee
$821K
NWM
117
Northwest Wealth Management
Iowa
$816K -$47.2K -840 -5%
PFBT
118
Parkside Financial Bank & Trust
Missouri
$785K -$4.83K -86 -0.6%
BSW
119
Buckingham Strategic Wealth
Missouri
$774K -$25.4K -452 -3%
AIP
120
ARS Investment Partners
New York
$741K
RFC
121
Regions Financial Corp
Alabama
$738K -$2.13K -38 -0.3%
TRCT
122
Tower Research Capital (TRC)
New York
$719K -$212K -3,778 -23%
1IA
123
1834 Investment Advisors
Wisconsin
$714K -$65.7K -1,170 -8%
QIM
124
Quantitative Investment Management
Virginia
$713K +$711K +12,660 New
VWA
125
VERITY Wealth Advisors
United States
$712K +$4.16K +74 +0.6%

ICF Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2019, worth a combined $1.1B — up 4.3% from $1.06B a quarter earlier.

Fund positioning in ICF was balanced in Q2 2019: 24 funds opened new positions, 24 closed out, 93 added to existing stakes and 96 trimmed.

The largest buyer was AMG National Trust Bank, adding an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $5.78M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2019, down from 307 in Q1 2019.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q2 2019, up 4.3% quarter-over-quarter.
  • 24 funds opened new iShares Select U.S. REIT ETF positions in Q2 2019 and 24 closed out, a net change of 0 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2019 was AMG National Trust Bank, an estimated $12.8M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2019 was Bank of America, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2019.