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iShares Select U.S. REIT ETF

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.06% more ownership

Funds ownership: 99.48%107.55% (+8.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less funds holding

Funds holding: 341313 (-28)

20% less capital invested

Capital invested by funds: $1.17B → $943M (-$231M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

43% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 53

Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
126
Fort Washington Investment Advisors
Ohio
$694K -$28K -500 -3%
EW
127
Emerson Wealth
Michigan
$684K +$26.3K +470 +0.5%
EAM
128
Evanson Asset Management
California
$677K
CCA
129
Cobblestone Capital Advisors
New York
$673K -$5.6K -100 -0.7%
ABC
130
Associated Banc-Corp
Wisconsin
$664K -$70.4K -1,258 -8%
ATPW
131
Ashton Thomas Private Wealth
Arizona
$650K +$42.8K +764 +6%
Stifel Financial
132
Stifel Financial
Missouri
$636K -$59.5K -1,062 -7%
CMP
133
Courage Miller Partners
Virginia
$622K -$218K -3,894 -22%
FHB
134
First Hawaiian Bank
Hawaii
$597K +$729K +13,030 New
PFBT
135
Parkside Financial Bank & Trust
Missouri
$596K -$94.4K -1,686 -11%
SHJ
136
Sharkey, Howes & Javer
Colorado
$581K -$22.7K -406 -3%
HCMT
137
Highland Capital Management (Tennessee)
Tennessee
$580K -$740K -13,222 -51%
NFG
138
Next Financial Group
Texas
$558K +$17.9K +320 +3%
JIR
139
James Investment Research
Ohio
$554K -$33.6K -600 -5%
1IA
140
1834 Investment Advisors
Wisconsin
$552K +$1.9K +34 +0.3%
CFGS
141
Concourse Financial Group Securities
Alabama
$542K -$87.3K -1,560 -12%
AIP
142
ARS Investment Partners
New York
$533K -$84.9K -1,516 -12%
NWM
143
Northwest Wealth Management
Iowa
$526K -$50.9K -910 -7%
QIM
144
Quest Investment Management
Oregon
$523K +$640K +11,430 New
P
145
Pitcairn
Pennsylvania
$507K -$66.4K -1,186 -10%
EH
146
Equitable Holdings
New York
$507K +$139K +2,480 +29%
PA
147
PFG Advisors
Arizona
$480K +$26.4K +472 +5%
AIA
148
Arbor Investment Advisors
North Carolina
$467K -$59.3K -1,060 -9%
GIM
149
Goelzer Investment Management
Indiana
$462K -$7.95K -142 -1%
BSW
150
Buckingham Strategic Wealth
Missouri
$458K -$5.37K -96 -1%

ICF Hedge Fund Activity: Q1 2020 in Review

313 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2020, worth a combined $943M — down 20% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ICF and 30 opened new positions — a net loss of 23 holders — while 121 trimmed existing stakes and 81 added.

The largest buyer was M&T Bank, opening a new position worth an estimated $54M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $14.8M sold.

  • 313 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2020, down from 341 in Q4 2019.
  • Funds reported $943M of iShares Select U.S. REIT ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2020 and 53 closed out, a net change of -23 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2020 was M&T Bank, an estimated $54M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2020.