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iShares Select U.S. REIT ETF

286 hedge funds and large institutions have $1.57B invested in iShares Select U.S. REIT ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 123.19%121.84% (-1.4%)

3% less funds holding

Funds holding: 294286 (-8)

16% less capital invested

Capital invested by funds: $1.86B → $1.57B (-$293M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

27% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 106

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
6.56%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
31
Increased
77
Reduced
106
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$717K +$292K +6,224 +68%
CCA
127
Cobblestone Capital Advisors
New York
$690K -$28.1K -600 -4%
SCG
128
Sonata Capital Group
Washington
$688K -$219K -4,674 -24%
TRCT
129
Tower Research Capital (TRC)
New York
$655K +$529K +11,288 +408%
NWM
130
Northwest Wealth Management
Iowa
$642K +$645K +13,754 New
PAS
131
Partnervest Advisory Services
California
$639K +$3.38K +72 +0.5%
AIP
132
ARS Investment Partners
New York
$620K +$6.28K +134 +1%
IA
133
IFP Advisors
Florida
$601K
SB
134
Suntrust Banks
Georgia
$578K -$1.05M -22,320 -64%
HIC
135
Holderness Investments Company
North Carolina
$563K +$94 +2 +0%
Stifel Financial
136
Stifel Financial
Missouri
$560K -$83.6K -1,782 -13%
AIA
137
Arbor Investment Advisors
North Carolina
$552K +$5.34K +114 +1%
MFP
138
Mosaic Financial Partners
California
$540K -$144K -3,080 -21%
DPI
139
Diversified Portfolios Inc
Michigan
$524K -$37.7K -804 -7%
SIAP
140
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$508K -$23.4K -500 -4%
JA
141
JOYN Advisors
Georgia
$474K
UCFA
142
United Capital Financial Advisors
Texas
$469K -$23K -490 -5%
NFG
143
Next Financial Group
Texas
$469K +$155K +3,300 +49%
WCM
144
Windsor Capital Management
Arizona
$462K -$350K -7,458 -43%
NA
145
NewEdge Advisors
Louisiana
$452K +$31.6K +674 +7%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$438K +$186K +3,976 +73%
REMPR
147
Roof Eidam Maycock Peralta (REMP)
California
$432K
JWA
148
JFS Wealth Advisors
Pennsylvania
$428K +$4.97K +106 +1%
PFS
149
Prospera Financial Services
Texas
$413K +$415K +8,848 New
VFA
150
Voya Financial Advisors
Connecticut
$412K -$2.16K -46 -0.5%

ICF Hedge Fund Activity: Q1 2018 in Review

286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2018, worth a combined $1.57B — down 16% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICF and 31 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 77 added.

The largest buyer was Eaton Vance Management, adding an estimated $8.92M. The largest seller was JP Morgan Chase, cutting an estimated $58.9M.

  • 286 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $1.57B of iShares Select U.S. REIT ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2018 and 37 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2018 was Eaton Vance Management, an estimated $8.92M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2018 was JP Morgan Chase, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2018.