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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $766K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 285302 (+17)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

23.6% less ownership

Funds ownership: 119.29%95.69% (-24%)

59% less capital invested

Capital invested by funds: $2.21B → $909M (-$1.3B)

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
151
First Allied Advisory Services
California
$401K +$78.1K +1,566 +23%
REMPR
152
Roof Eidam Maycock Peralta (REMP)
California
$398K
DADC
153
D.A. Davidson & Co
Montana
$397K +$83.1K +1,666 +25%
WCM
154
Windsor Capital Management
Arizona
$392K -$28.2K -566 -6%
WPC
155
Waters Parkerson & Co
Louisiana
$381K -$2.49K -50 -0.6%
JWA
156
JFS Wealth Advisors
Pennsylvania
$376K +$3.19K +64 +0.8%
UCFA
157
United Capital Financial Advisors
Texas
$371K -$33.8K -678 -8%
EIP
158
Ellis Investment Partners
Pennsylvania
$371K +$387K +7,770 New
NB
159
Nicolet Bankshares
Wisconsin
$352K
SS
160
Simplicity Solutions
Minnesota
$348K +$362K +7,264 New
FNT
161
First National Trust
Pennsylvania
$342K
VFA
162
Voya Financial Advisors
Connecticut
$339K -$22.1K -444 -6%
DSA
163
Droms Strauss Advisors
Missouri
$337K +$352K +7,058 New
Baird Financial Group
164
Baird Financial Group
Wisconsin
$334K +$22K +442 +7%
AIS
165
American Investment Services
Massachusetts
$325K -$5.98K -120 -2%
BF
166
BOK Financial
Oklahoma
$324K -$24.9K -500 -7%
HIS
167
Harvest Investment Services
Illinois
$320K +$308K +6,172 New
NEGWA
168
New England Guild Wealth Advisors
Connecticut
$316K +$299 +6 +0.1%
GCA
169
Gradient Capital Advisors
California
$313K
PC
170
Premise Capital
Illinois
$312K +$309K +6,200 +1,975%
CG
171
Colony Group
Massachusetts
$312K +$325K +6,520 New
CT
172
Coastline Trust
Rhode Island
$305K +$318K +6,380 New
B
173
Bridgeworth
Alabama
$304K -$3.39K -68 -0.9%
3AM
174
3D Asset Management
Connecticut
$299K +$1.7K +34 +0.5%
SG Americas Securities
175
SG Americas Securities
New York
$297K -$19.6M -393,800 -98%

ICF Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2018, worth a combined $909M — down 59% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICF positions and 30 closed out — a net gain of 17 holders — while 82 added to existing stakes and 100 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $514M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $909M of iShares Select U.S. REIT ETF stock for Q4 2018, down 59% quarter-over-quarter.
  • 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2018 and 30 closed out, a net change of +17 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $14.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2018 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2018.