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iShares Select U.S. REIT ETF

304 hedge funds and large institutions have $1.19B invested in iShares Select U.S. REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$87.6M)

0.79% more ownership

Funds ownership: 98.37%99.16% (+0.79%)

1% more funds holding

Funds holding: 302304 (+2)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
25
Increased
82
Reduced
95
Closed
21
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
DPI
151
Diversified Portfolios Inc
Michigan
$547K -$38.4K -656 -7%
VWA
152
VERITY Wealth Advisors
United States
$545K -$208K -3,556 -28%
BBNA
153
Bremer Bank National Association
Minnesota
$540K
CAL
154
Capital Advisors Ltd
Ohio
$517K +$39.5K +676 +9%
GFS
155
GYL Financial Synergies
Connecticut
$513K -$24.2K -414 -5%
VFA
156
Voya Financial Advisors
Connecticut
$501K +$32.1K +548 +7%
SFA
157
Sequoia Financial Advisors
Ohio
$484K
BOTW
158
Bank of the West
California
$483K -$43.4K -742 -8%
WPC
159
Waters Parkerson & Co
Louisiana
$480K
NB
160
Nicolet Bankshares
Wisconsin
$477K
RJT
161
Raymond James Trust
Florida
$473K +$93.4K +1,596 +25%
First Trust Advisors
162
First Trust Advisors
Illinois
$471K +$19.2K +328 +4%
SB
163
Suntrust Banks
Georgia
$471K +$46.8K +800 +11%
EIP
164
Ellis Investment Partners
Pennsylvania
$464K +$1.05K +18 +0.2%
REMPR
165
Roof Eidam Maycock Peralta (REMP)
California
$457K
WCM
166
Windsor Capital Management
Arizona
$455K -$11.7K -200 -3%
FAAS
167
First Allied Advisory Services
California
$450K +$39.2K +670 +10%
CG
168
Colony Group
Massachusetts
$447K
B
169
Bridgeworth
Alabama
$446K -$26.6K -454 -6%
ASN
170
Advisory Services Network
Georgia
$422K
EWM
171
Evercore Wealth Management
New York
$420K +$117K +2,000 +40%
PA
172
Parallel Advisors
California
$417K +$369K +6,314 +1,002%
FI
173
Financial Insights
Washington
$404K +$28.4K +486 +8%
GCA
174
Gradient Capital Advisors
California
$393K
NEGWA
175
New England Guild Wealth Advisors
Connecticut
$392K

ICF Hedge Fund Activity: Q3 2019 in Review

304 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2019, worth a combined $1.19B — up 8% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ICF positions and 21 closed out — a net gain of 4 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $11.4M. The largest seller was Arrow Investment Advisors, cutting an estimated $13.6M.

  • 304 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2019, up from 302 in Q2 2019.
  • Funds reported $1.19B of iShares Select U.S. REIT ETF stock for Q3 2019, up 8% quarter-over-quarter.
  • 25 funds opened new iShares Select U.S. REIT ETF positions in Q3 2019 and 21 closed out, a net change of +4 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2019 was Bank of America, an estimated $11.4M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2019 was Arrow Investment Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2019.