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iShares Select U.S. REIT ETF

286 hedge funds and large institutions have $1.57B invested in iShares Select U.S. REIT ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 123.19%121.84% (-1.4%)

3% less funds holding

Funds holding: 294286 (-8)

16% less capital invested

Capital invested by funds: $1.86B → $1.57B (-$293M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

27% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 106

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
6.56%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
31
Increased
77
Reduced
106
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
PFG Advisors
Arizona
$409K +$12.1K +258 +3%
CB
152
Commerce Bank
Missouri
$401K -$9K -192 -2%
AIS
153
American Investment Services
Massachusetts
$397K
SFS
154
Sowell Financial Services
Arkansas
$391K -$18.5K -394 -5%
WPC
155
Waters Parkerson & Co
Louisiana
$374K
SFS
156
Summit Financial Strategies
Ohio
$373K +$21.8K +464 +6%
NB
157
Nicolet Bankshares
Wisconsin
$348K +$18K +384 +5%
BF
158
BOK Financial
Oklahoma
$339K +$14.1K +300 +4%
FNT
159
First National Trust
Pennsylvania
$338K -$221K -4,724 -39%
B
160
Bridgeworth
Alabama
$334K +$338K +7,216 New
RFC
161
Regions Financial Corp
Alabama
$322K -$94.7K -2,020 -23%
CA
162
Cetera Advisors
Colorado
$317K +$19.9K +424 +7%
NEGWA
163
New England Guild Wealth Advisors
Connecticut
$316K +$281 +6 +0.1%
3AM
164
3D Asset Management
Connecticut
$308K +$8.72K +186 +3%
GCA
165
Gradient Capital Advisors
California
$306K
CS
166
Comerica Securities
Michigan
$299K -$763K -16,278 -72%
FHC
167
First Heartland Consultants
Missouri
$298K -$58K -1,238 -16%
BG
168
Bahl & Gaynor
Ohio
$293K
NCM
169
New Capital Management
Texas
$290K +$2.44K +52 +0.8%
JIR
170
James Investment Research
Ohio
$285K
CCM
171
Colorado Capital Management
Colorado
$284K
BHBT
172
Burke & Herbert Bank & Trust
Virginia
$282K -$4.5K -96 -2%
RWA
173
Ropes Wealth Advisors
Massachusetts
$282K
ASN
174
Advisory Services Network
Georgia
$275K -$196K -4,178 -41%
AWM
175
AE Wealth Management
Kansas
$275K +$78.3K +1,670 +40%

ICF Hedge Fund Activity: Q1 2018 in Review

286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2018, worth a combined $1.57B — down 16% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICF and 31 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 77 added.

The largest buyer was Eaton Vance Management, adding an estimated $8.92M. The largest seller was JP Morgan Chase, cutting an estimated $58.9M.

  • 286 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $1.57B of iShares Select U.S. REIT ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2018 and 37 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2018 was Eaton Vance Management, an estimated $8.92M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2018 was JP Morgan Chase, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2018.