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iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Windsor Capital Management
Arizona
$442K -$12.3K -234 -3%
NB
152
Nicolet Bankshares
Wisconsin
$442K +$31.6K +600 +8%
EIP
153
Ellis Investment Partners
Pennsylvania
$432K +$737 +14 +0.2%
VFA
154
Voya Financial Advisors
Connecticut
$427K +$28.8K +548 +8%
DADC
155
D.A. Davidson & Co
Montana
$426K -$33.2K -630 -8%
REMPR
156
Roof Eidam Maycock Peralta (REMP)
California
$423K -$36.8K -700 -8%
SFS
157
Summit Financial Strategies
Ohio
$415K -$246K -4,666 -38%
CG
158
Colony Group
Massachusetts
$414K +$48.6K +924 +14%
B
159
Bridgeworth
Alabama
$398K +$211 +4 +0.1%
UCFA
160
United Capital Financial Advisors
Texas
$378K -$50.1K -952 -12%
FNT
161
First National Trust
Pennsylvania
$375K -$21.1K -400 -6%
ASN
162
Advisory Services Network
Georgia
$374K +$79.1K +1,502 +29%
FAAS
163
First Allied Advisory Services
California
$371K -$87.6K -1,664 -20%
AIS
164
American Investment Services
Massachusetts
$371K -$6.84K -130 -2%
BF
165
BOK Financial
Oklahoma
$366K -$10.5K -200 -3%
GCA
166
Gradient Capital Advisors
California
$364K
NEGWA
167
New England Guild Wealth Advisors
Connecticut
$363K -$3.79K -72 -1%
DSA
168
Droms Strauss Advisors
Missouri
$362K -$29.3K -556 -8%
First Trust Advisors
169
First Trust Advisors
Illinois
$357K +$338K +6,422 New
CT
170
Coastline Trust
Rhode Island
$354K
3AM
171
3D Asset Management
Connecticut
$343K -$4.11K -78 -1%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$339K -$46.5K -884 -13%
JIR
173
James Investment Research
Ohio
$339K
RJT
174
Raymond James Trust
Florida
$330K +$41.3K +784 +15%
HIS
175
Harvest Investment Services
Illinois
$325K -$16.3K -310 -5%

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.