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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $766K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 285302 (+17)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

23.6% less ownership

Funds ownership: 119.29%95.69% (-24%)

59% less capital invested

Capital invested by funds: $2.21B → $909M (-$1.3B)

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
126
Partnervest Advisory Services
California
$683K +$13.4K +268 +2%
FWCM
127
Ferguson Wellman Capital Management
Oregon
$680K -$6.38K -128 -0.9%
1IA
128
1834 Investment Advisors
Wisconsin
$673K -$12.2K -244 -2%
FNBOO
129
First National Bank of Omaha
Nebraska
$651K +$679K +13,612 New
SCA
130
Stokes Capital Advisors
South Carolina
$635K -$90.4K -1,812 -12%
AIP
131
ARS Investment Partners
New York
$629K -$6.68K -134 -1%
RFC
132
Regions Financial Corp
Alabama
$627K +$90K +1,804 +16%
VWA
133
VERITY Wealth Advisors
United States
$598K +$623K +12,490 New
SFS
134
Summit Financial Strategies
Ohio
$581K +$198K +3,970 +49%
PFS
135
Prospera Financial Services
Texas
$570K +$176K +3,534 +42%
HIC
136
Holderness Investments Company
North Carolina
$563K +$30.1K +604 +5%
SIAP
137
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$556K +$23.9K +480 +4%
GFPC
138
Global Financial Private Capital
Florida
$555K -$51.8K -1,038 -8%
HighTower Advisors
139
HighTower Advisors
Illinois
$540K +$15.9K +318 +3%
KM
140
Kalos Management
Georgia
$519K +$35.4K +710 +7%
DPI
141
Diversified Portfolios Inc
Michigan
$508K -$30.3K -608 -5%
AIA
142
Arbor Investment Advisors
North Carolina
$505K -$55.1K -1,104 -9%
PO
143
Private Ocean
California
$490K +$511K +10,238 New
ABC
144
Associated Banc-Corp
Wisconsin
$484K +$218K +4,368 +76%
GFS
145
GYL Financial Synergies
Connecticut
$480K +$501K +10,038 New
NFG
146
Next Financial Group
Texas
$453K +$340K +6,814 +258%
PA
147
PFG Advisors
Arizona
$442K +$11.1K +222 +3%
BTNA
148
Bremer Trust National Association
Minnesota
$431K +$218K +4,364 +94%
SFS
149
Sowell Financial Services
Arkansas
$429K +$447K +8,958 New
SB
150
Suntrust Banks
Georgia
$428K -$27.7K -556 -6%

ICF Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2018, worth a combined $909M — down 59% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICF positions and 30 closed out — a net gain of 17 holders — while 82 added to existing stakes and 100 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $514M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $909M of iShares Select U.S. REIT ETF stock for Q4 2018, down 59% quarter-over-quarter.
  • 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2018 and 30 closed out, a net change of +17 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $14.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2018 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2018.