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iShares Select U.S. REIT ETF

304 hedge funds and large institutions have $1.19B invested in iShares Select U.S. REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$87.6M)

0.79% more ownership

Funds ownership: 98.37%99.16% (+0.79%)

1% more funds holding

Funds holding: 302304 (+2)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
25
Increased
82
Reduced
95
Closed
21
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
101
Mariner Independent Advisor Network
Kansas
$1.27M -$420K -7,172 -25%
GT
102
Glenview Trust
Kentucky
$1.25M
CM
103
Cornerstone Management
Georgia
$1.23M -$45.3K -774 -4%
WLIM
104
White Lighthouse Investment Management
Massachusetts
$1.22M -$28.1K -480 -2%
BPC
105
Banque Pictet & Cie
Switzerland
$1.15M
MAS
106
Madden Advisory Services
Florida
$1.11M -$64.4K -1,100 -6%
CMP
107
Courage Miller Partners
Virginia
$1.06M -$255K -4,366 -20%
OFG
108
OmniStar Financial Group
North Carolina
$1.05M +$22.3K +382 +2%
CTC
109
Central Trust Company
Missouri
$1.04M +$104K +1,778 +11%
PFBT
110
Parkside Financial Bank & Trust
Missouri
$980K +$140K +2,386 +17%
PAS
111
Partnervest Advisory Services
California
$977K +$69K +1,180 +8%
BCM
112
BTC Capital Management
Iowa
$973K
IA
113
IFP Advisors
Florida
$972K +$951K +16,252 New
ABC
114
Associated Banc-Corp
Wisconsin
$946K -$2.22K -38 -0.2%
FWIA
115
Fort Washington Investment Advisors
Ohio
$942K -$17.6K -300 -2%
EW
116
Emerson Wealth
Michigan
$917K -$152K -2,604 -3%
SCG
117
Sonata Capital Group
Washington
$893K -$8.78K -150 -1%
CCA
118
Cobblestone Capital Advisors
New York
$888K
EAM
119
Evanson Asset Management
California
$888K
PFS
120
Prospera Financial Services
Texas
$857K -$75.5K -1,290 -8%
NWM
121
Northwest Wealth Management
Iowa
$857K -$12.8K -218 -2%
AIP
122
ARS Investment Partners
New York
$789K
RFC
123
Regions Financial Corp
Alabama
$786K
AI
124
Atria Investments
North Carolina
$749K +$214K +3,658 +41%
SAM
125
Silvercrest Asset Management
New York
$742K

ICF Hedge Fund Activity: Q3 2019 in Review

304 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2019, worth a combined $1.19B — up 8% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ICF positions and 21 closed out — a net gain of 4 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $11.4M. The largest seller was Arrow Investment Advisors, cutting an estimated $13.6M.

  • 304 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2019, up from 302 in Q2 2019.
  • Funds reported $1.19B of iShares Select U.S. REIT ETF stock for Q3 2019, up 8% quarter-over-quarter.
  • 25 funds opened new iShares Select U.S. REIT ETF positions in Q3 2019 and 21 closed out, a net change of +4 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2019 was Bank of America, an estimated $11.4M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2019 was Arrow Investment Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2019.