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iShares Select U.S. REIT ETF

332 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.02B → $1.1B (+$80.2M)

1.16% more ownership

Funds ownership: 52.18%53.34% (+1.2%)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 337332 (-5)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
30
Increased
90
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$851K +$29K +527 +4%
GT
127
Glenview Trust
Kentucky
$846K
SWM
128
Spire Wealth Management
Virginia
$837K +$797K +14,470 New
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$827K
ATPW
130
Ashton Thomas Private Wealth
Arizona
$824K -$54.5K -988 -6%
NFG
131
Next Financial Group
Texas
$814K +$45K +816 +6%
1IA
132
1834 Investment Advisors
Wisconsin
$797K +$21K +381 +3%
IWC
133
Integrated Wealth Concepts
Massachusetts
$781K +$27.2K +493 +4%
CTC
134
Central Trust Company
Missouri
$770K -$69.8K -1,267 -9%
FWIA
135
Fort Washington Investment Advisors
Ohio
$769K
JWA
136
JFS Wealth Advisors
Pennsylvania
$758K -$4.41K -80 -0.6%
JWCA
137
J.W. Cole Advisors
Florida
$748K +$39.1K +709 +6%
GC
138
Garde Capital
Washington
$744K +$474K +8,606 +202%
HCMT
139
Highland Capital Management (Tennessee)
Tennessee
$730K
CMP
140
Courage Miller Partners
Virginia
$718K -$22.1K -401 -3%
SFG
141
Sowa Financial Group
Rhode Island
$718K -$4.63K -84 -0.7%
CAL
142
Capital Advisors Ltd
Ohio
$701K -$126K -2,287 -16%
FHB
143
First Hawaiian Bank
Hawaii
$690K
CS
144
Comerica Securities
Michigan
$678K -$2.31K -42 -0.4%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$665K +$1.82K +33 +0.3%
ABC
146
Associated Banc-Corp
Wisconsin
$664K +$400K +7,251 New
Truist Financial
147
Truist Financial
North Carolina
$651K +$57K +1,035 +10%
OFG
148
OmniStar Financial Group
North Carolina
$645K -$759K -13,763 -55%
CAM
149
Cresset Asset Management
Illinois
$639K +$609K +11,048 New
TA
150
Tiedemann Advisors
New York
$626K +$327K +5,936 +121%

ICF Hedge Fund Activity: Q1 2021 in Review

332 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2021, worth a combined $1.1B — up 7.8% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ICF and 30 opened new positions — a net loss of 1 holder — while 108 trimmed existing stakes and 90 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.07M. The largest seller was Wells Fargo, cutting an estimated $9.26M.

  • 332 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2021, down from 337 in Q4 2020.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q1 2021, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2021 and 31 closed out, a net change of -1 holder.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $9.07M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2021 was Wells Fargo, an estimated $9.26M sold.

Based on aggregated 13F filings for Q1 2021.