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iShares Select U.S. REIT ETF

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

12% more funds holding

Funds holding: 304341 (+37)

0.32% more ownership

Funds ownership: 99.16%99.48% (+0.32%)

1% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$14.3M)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Affinity Capital Advisors
California
$1.35M +$1.36M +23,092 New
JA
102
JVL Associates
Michigan
$1.32M
Truist Financial
103
Truist Financial
North Carolina
$1.31M +$1.32M +22,456 New
CM
104
Cornerstone Management
Georgia
$1.31M +$106K +1,800 +9%
DADC
105
D.A. Davidson & Co
Montana
$1.27M +$629K +10,690 +96%
GT
106
Glenview Trust
Kentucky
$1.22M
SWP
107
Stratos Wealth Partners
Ohio
$1.21M -$29.2K -496 -2%
US Bancorp
108
US Bancorp
Minnesota
$1.21M -$127K -2,168 -9%
WLIM
109
White Lighthouse Investment Management
Massachusetts
$1.19M +$6.47K +110 +0.5%
HIA
110
Harbor Investment Advisory
Maryland
$1.13M +$1.14M +19,374 New
DI
111
Disciplined Investments
Oklahoma
$1.13M +$1.13M +19,276 New
MI
112
Moneywise Inc
Virginia
$1.13M +$548K +9,318 +99%
CTC
113
Central Trust Company
Missouri
$1.08M +$65.5K +1,114 +6%
MAS
114
Madden Advisory Services
Florida
$1.08M
OFG
115
OmniStar Financial Group
North Carolina
$1.04M +$8.7K +148 +0.8%
BPC
116
Banque Pictet & Cie
Switzerland
$1.03M -$94.1K -1,600 -8%
CMP
117
Courage Miller Partners
Virginia
$1.02M -$10.1K -172 -1%
PCS
118
Personal CFO Solutions
New Jersey
$965K +$970K +16,498 New
BCM
119
BTC Capital Management
Iowa
$950K
VF
120
Virtu Financial
New York
$939K +$944K +16,058 New
EW
121
Emerson Wealth
Michigan
$938K +$167K +2,848 +3%
PAS
122
Partnervest Advisory Services
California
$937K -$15.5K -264 -2%
DL
123
DOHJ LLC
Washington
$930K +$935K +15,904 New
ABC
124
Associated Banc-Corp
Wisconsin
$922K
FWIA
125
Fort Washington Investment Advisors
Ohio
$916K -$2.94K -50 -0.3%

ICF Hedge Fund Activity: Q4 2019 in Review

341 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2019, worth a combined $1.17B — down 1.2% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ICF positions and 22 closed out — a net gain of 41 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was BlackRock, adding an estimated $58.9M. The largest seller was M&T Bank, exiting entirely with an estimated $69.7M sold.

  • 341 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2019, up from 304 in Q3 2019.
  • Funds reported $1.17B of iShares Select U.S. REIT ETF stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select U.S. REIT ETF positions in Q4 2019 and 22 closed out, a net change of +41 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2019 was BlackRock, an estimated $58.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2019 was M&T Bank, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2019.