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iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
126
NVWM LLC
Pennsylvania
$758K -$233K -4,424 -25%
FWCM
127
Ferguson Wellman Capital Management
Oregon
$755K -$33.3K -632 -4%
P
128
Pitcairn
Pennsylvania
$744K -$62.6K -1,190 -8%
AIP
129
ARS Investment Partners
New York
$731K
RFC
130
Regions Financial Corp
Alabama
$730K +$2K +38 +0.3%
VWA
131
VERITY Wealth Advisors
United States
$699K +$4.11K +78 +0.6%
PS
132
Portfolio Strategies
New York
$692K +$655K +12,450 New
SAM
133
Silvercrest Asset Management
New York
$687K -$623K -11,830 -49%
SIAP
134
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$658K +$10.5K +200 +2%
HIC
135
Holderness Investments Company
North Carolina
$655K +$105 +2 +0%
GFPC
136
Global Financial Private Capital
Florida
$644K -$737 -14 -0.1%
TYCC
137
Texas Yale Capital Corp
Florida
$622K +$295K +5,600 +100%
HighTower Advisors
138
HighTower Advisors
Illinois
$592K -$30.9K -588 -5%
DPI
139
Diversified Portfolios Inc
Michigan
$564K -$25.3K -480 -5%
GIM
140
Goelzer Investment Management
Indiana
$560K +$531K +10,080 New
AIA
141
Arbor Investment Advisors
North Carolina
$559K -$26.4K -502 -5%
GFS
142
GYL Financial Synergies
Connecticut
$548K -$9.58K -182 -2%
PO
143
Private Ocean
California
$521K -$46K -874 -9%
BBNA
144
Bremer Bank National Association
Minnesota
$500K +$474K +9,004 New
PA
145
PFG Advisors
Arizona
$479K +$16.9K +322 +4%
KM
146
Kalos Management
Georgia
$461K -$133K -2,526 -23%
SB
147
Suntrust Banks
Georgia
$461K -$33.9K -644 -7%
JWA
148
JFS Wealth Advisors
Pennsylvania
$456K +$17.3K +328 +4%
SFA
149
Sequoia Financial Advisors
Ohio
$448K +$147K +2,792 +53%
WPC
150
Waters Parkerson & Co
Louisiana
$443K

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.