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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$45.6M)

0.22% more ownership

Funds ownership: 98.15%98.37% (+0.22%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

2% less funds holding

Funds holding: 307302 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

60% less call options, than puts

Call options by funds: $631K | Put options by funds: $1.58M

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
93
Reduced
96
Closed
24
Calls
$631K
Puts
$1.58M
Net Calls
-$950K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
151
JFS Wealth Advisors
Pennsylvania
$466K +$4.72K +84 +1%
SFA
152
Sequoia Financial Advisors
Ohio
$454K
MI
153
Moneywise Inc
Virginia
$454K +$453K +8,064 New
WPC
154
Waters Parkerson & Co
Louisiana
$451K +$2.25K +40 +0.5%
NB
155
Nicolet Bankshares
Wisconsin
$448K
CAL
156
Capital Advisors Ltd
Ohio
$447K -$376K -6,698 -46%
B
157
Bridgeworth
Alabama
$445K +$41.2K +734 +10%
WCM
158
Windsor Capital Management
Arizona
$438K -$9.88K -176 -2%
EIP
159
Ellis Investment Partners
Pennsylvania
$438K +$786 +14 +0.2%
VFA
160
Voya Financial Advisors
Connecticut
$438K +$8.09K +144 +2%
REMPR
161
Roof Eidam Maycock Peralta (REMP)
California
$429K
First Trust Advisors
162
First Trust Advisors
Illinois
$424K +$61.9K +1,102 +17%
ASN
163
Advisory Services Network
Georgia
$422K +$42.8K +762 +11%
CG
164
Colony Group
Massachusetts
$419K
SB
165
Suntrust Banks
Georgia
$397K -$70.2K -1,250 -15%
FAAS
166
First Allied Advisory Services
California
$391K +$11.2K +200 +3%
AF
167
Advisornet Financial
Minnesota
$391K +$351K +6,250 +895%
GCA
168
Gradient Capital Advisors
California
$369K
NEGWA
169
New England Guild Wealth Advisors
Connecticut
$368K +$112 +2 +0%
DSA
170
Droms Strauss Advisors
Missouri
$367K
FI
171
Financial Insights
Washington
$365K +$351K +6,248 New
CT
172
Coastline Trust
Rhode Island
$359K
RJT
173
Raymond James Trust
Florida
$355K +$20.2K +360 +6%
SPIA
174
Steward Partners Investment Advisory
New York
$353K +$352K +6,276 New
AIS
175
American Investment Services
Massachusetts
$352K -$23.4K -416 -6%

ICF Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2019, worth a combined $1.1B — up 4.3% from $1.06B a quarter earlier.

Fund positioning in ICF was balanced in Q2 2019: 24 funds opened new positions, 24 closed out, 93 added to existing stakes and 96 trimmed.

The largest buyer was AMG National Trust Bank, adding an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $5.78M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2019, down from 307 in Q1 2019.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q2 2019, up 4.3% quarter-over-quarter.
  • 24 funds opened new iShares Select U.S. REIT ETF positions in Q2 2019 and 24 closed out, a net change of 0 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2019 was AMG National Trust Bank, an estimated $12.8M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2019 was Bank of America, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2019.