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iShares Select U.S. REIT ETF

304 hedge funds and large institutions have $1.19B invested in iShares Select U.S. REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$87.6M)

0.79% more ownership

Funds ownership: 98.37%99.16% (+0.79%)

1% more funds holding

Funds holding: 302304 (+2)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
25
Increased
82
Reduced
95
Closed
21
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
P
126
Pitcairn
Pennsylvania
$735K
KM
127
Kalos Management
Georgia
$733K -$56.5K -966 -7%
1IA
128
1834 Investment Advisors
Wisconsin
$721K -$38K -650 -5%
HIC
129
Holderness Investments Company
North Carolina
$707K -$35.1K -600 -5%
PS
130
Portfolio Strategies
New York
$704K +$1.75K +30 +0.3%
QIM
131
Quantitative Investment Management
Virginia
$690K -$67.3K -1,150 -9%
NFG
132
Next Financial Group
Texas
$674K +$25.3K +432 +4%
AIA
133
Arbor Investment Advisors
North Carolina
$672K +$56.5K +966 +9%
DADC
134
D.A. Davidson & Co
Montana
$665K +$37.6K +642 +6%
BTS
135
BB&T Securities
Virginia
$662K -$7.02K -120 -1%
BSW
136
Buckingham Strategic Wealth
Missouri
$655K -$165K -2,828 -21%
SFS
137
Summit Financial Strategies
Ohio
$647K -$85.7K -1,464 -12%
HighTower Advisors
138
HighTower Advisors
Illinois
$630K
AF
139
Advisornet Financial
Minnesota
$616K +$194K +3,322 +48%
JIR
140
James Investment Research
Ohio
$606K +$234K +4,000 +66%
GIM
141
Goelzer Investment Management
Indiana
$605K
FWCM
142
Ferguson Wellman Capital Management
Oregon
$597K -$55.9K -956 -9%
MPPLM
143
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$590K +$26.3K +450 +5%
SFS
144
Sowell Financial Services
Arkansas
$588K +$574K +9,804 New
JWA
145
JFS Wealth Advisors
Pennsylvania
$583K +$84.4K +1,442 +17%
PA
146
PFG Advisors
Arizona
$573K -$8.31K -142 -1%
MI
147
Moneywise Inc
Virginia
$567K +$80.6K +1,378 +17%
SIAP
148
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$564K -$25.2K -430 -4%
PO
149
Private Ocean
California
$557K
OIA
150
OneDigital Investment Advisors
Kansas
$549K +$4.09K +70 +0.8%

ICF Hedge Fund Activity: Q3 2019 in Review

304 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2019, worth a combined $1.19B — up 8% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ICF positions and 21 closed out — a net gain of 4 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $11.4M. The largest seller was Arrow Investment Advisors, cutting an estimated $13.6M.

  • 304 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2019, up from 302 in Q2 2019.
  • Funds reported $1.19B of iShares Select U.S. REIT ETF stock for Q3 2019, up 8% quarter-over-quarter.
  • 25 funds opened new iShares Select U.S. REIT ETF positions in Q3 2019 and 21 closed out, a net change of +4 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2019 was Bank of America, an estimated $11.4M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2019 was Arrow Investment Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2019.