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iShares Select U.S. REIT ETF

332 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.02B → $1.1B (+$80.2M)

1.16% more ownership

Funds ownership: 52.18%53.34% (+1.2%)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 337332 (-5)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
30
Increased
90
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Affinity Capital Advisors
California
$1.22M -$21.1K -382 -2%
PP
102
Palladium Partners
Virginia
$1.21M -$50.4K -914 -4%
MYIA
103
Mount Yale Investment Advisors
Colorado
$1.21M -$165K -2,986 -13%
EH
104
Equitable Holdings
New York
$1.18M +$16.8K +305 +2%
MWM
105
Modera Wealth Management
New Jersey
$1.17M +$76.1K +1,381 +7%
DADC
106
D.A. Davidson & Co
Montana
$1.16M +$71.6K +1,300 +7%
AIM
107
Acropolis Investment Management
Missouri
$1.15M -$63.3K -1,148 -5%
DI
108
Disciplined Investments
Oklahoma
$1.1M -$9.7K -176 -0.9%
Bank Julius Baer & Co
109
Bank Julius Baer & Co
Switzerland
$1.08M +$22.4K +406 +2%
CW
110
CreativeOne Wealth
Kansas
$1.04M -$129K -2,343 -11%
SWM
111
Soundmark Wealth Management
Washington
$1M
QIM
112
Quantitative Investment Management
Virginia
$986K +$602K +10,927 +178%
ASN
113
Advisory Services Network
Georgia
$981K +$483K +8,762 +107%
MML Investors Services
114
MML Investors Services
Massachusetts
$980K -$3.64K -66 -0.4%
Two Sigma Advisers
115
Two Sigma Advisers
New York
$978K +$424K +7,700 +84%
CCA
116
Cobblestone Capital Advisors
New York
$973K -$9.64K -175 -1%
TWM
117
Tolleson Wealth Management
Texas
$952K
BCM
118
BTC Capital Management
Iowa
$938K
PCA
119
Peddock Capital Advisors
Massachusetts
$937K +$894K +16,217 New
FNC
120
First National Corp
Massachusetts
$926K +$146K +2,657 +20%
UR
121
USCA RIA
Texas
$921K
NA
122
NewEdge Advisors
Louisiana
$916K +$13.8K +250 +2%
BPC
123
Banque Pictet & Cie
Switzerland
$913K
SCG
124
Sonata Capital Group
Washington
$903K +$44.3K +803 +5%
EAM
125
Evanson Asset Management
California
$855K

ICF Hedge Fund Activity: Q1 2021 in Review

332 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2021, worth a combined $1.1B — up 7.8% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ICF and 30 opened new positions — a net loss of 1 holder — while 108 trimmed existing stakes and 90 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.07M. The largest seller was Wells Fargo, cutting an estimated $9.26M.

  • 332 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2021, down from 337 in Q4 2020.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q1 2021, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2021 and 31 closed out, a net change of -1 holder.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $9.07M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2021 was Wells Fargo, an estimated $9.26M sold.

Based on aggregated 13F filings for Q1 2021.