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iShares Select U.S. REIT ETF

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $982M → $948M (-$34.2M)

3% less funds holding

Funds holding: 301293 (-8)

2.85% less ownership

Funds ownership: 107.62%104.78% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

29% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$781K +$35.5K +686 +5%
CAL
127
Capital Advisors Ltd
Ohio
$761K
EAM
128
Evanson Asset Management
California
$754K
Stifel Financial
129
Stifel Financial
Missouri
$740K +$64.1K +1,238 +9%
EW
130
Emerson Wealth
Michigan
$688K -$323K -6,240 -7%
FWIA
131
Fort Washington Investment Advisors
Ohio
$684K -$90K -1,740 -11%
NFG
132
Next Financial Group
Texas
$684K +$45.2K +874 +7%
CMP
133
Courage Miller Partners
Virginia
$668K
HCMT
134
Highland Capital Management (Tennessee)
Tennessee
$646K
JWA
135
JFS Wealth Advisors
Pennsylvania
$616K +$45.8K +886 +8%
FHB
136
First Hawaiian Bank
Hawaii
$608K -$56.9K -1,100 -8%
PA
137
PFG Advisors
Arizona
$570K -$25.8K -498 -4%
P
138
Pitcairn
Pennsylvania
$564K
BSW
139
Buckingham Strategic Wealth
Missouri
$558K +$103 +2 +0%
JIR
140
James Investment Research
Ohio
$555K -$2.59K -50 -0.5%
AIP
141
ARS Investment Partners
New York
$550K +$558K +10,784 New
PFBT
142
Parkside Financial Bank & Trust
Missouri
$544K -$3K -58 -0.5%
GFS
143
GYL Financial Synergies
Connecticut
$543K -$11.4K -220 -2%
CS
144
Comerica Securities
Michigan
$538K +$147K +2,848 +37%
NWM
145
Northwest Wealth Management
Iowa
$537K -$18.2K -352 -3%
QIM
146
Quest Investment Management
Oregon
$527K -$56.9K -1,100 -10%
Truist Financial
147
Truist Financial
North Carolina
$522K -$9.21K -178 -2%
GIM
148
Goelzer Investment Management
Indiana
$514K
VCS
149
Vaughan & Co Securities
New Jersey
$493K
VWA
150
VERITY Wealth Advisors
United States
$473K +$1.97K +38 +0.4%

ICF Hedge Fund Activity: Q3 2020 in Review

293 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2020, worth a combined $948M — down 3.5% from $982M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ICF and 19 opened new positions — a net loss of 7 holders — while 105 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $8.2M. The largest seller was Bank of America, cutting an estimated $24.2M.

  • 293 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2020, down from 301 in Q2 2020.
  • Funds reported $948M of iShares Select U.S. REIT ETF stock for Q3 2020, down 3.5% quarter-over-quarter.
  • 19 funds opened new iShares Select U.S. REIT ETF positions in Q3 2020 and 26 closed out, a net change of -7 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2020 was BlackRock, an estimated $8.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2020 was Bank of America, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2020.