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iShares Select U.S. REIT ETF

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

12% more funds holding

Funds holding: 304341 (+37)

0.32% more ownership

Funds ownership: 99.16%99.48% (+0.32%)

1% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$14.3M)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
151
Prospera Financial Services
Texas
$619K -$218K -3,704 -26%
HighTower Advisors
152
HighTower Advisors
Illinois
$617K
SFS
153
Summit Financial Strategies
Ohio
$613K -$17.6K -300 -3%
SFS
154
Sowell Financial Services
Arkansas
$605K +$31.3K +532 +5%
RFC
155
Regions Financial Corp
Alabama
$604K -$163K -2,776 -21%
GIM
156
Goelzer Investment Management
Indiana
$598K +$8.35K +142 +1%
BSW
157
Buckingham Strategic Wealth
Missouri
$590K -$48.2K -820 -8%
JWA
158
JFS Wealth Advisors
Pennsylvania
$568K -$588 -10 -0.1%
FWCM
159
Ferguson Wellman Capital Management
Oregon
$560K -$21.2K -360 -4%
PA
160
PFG Advisors
Arizona
$549K -$5.06K -86 -0.9%
VWA
161
VERITY Wealth Advisors
United States
$536K +$4.7K +80 +0.9%
DPI
162
Diversified Portfolios Inc
Michigan
$533K
OIA
163
OneDigital Investment Advisors
Kansas
$530K -$5.29K -90 -1%
PA
164
Parallel Advisors
California
$528K +$123K +2,090 +30%
BBNA
165
Bremer Bank National Association
Minnesota
$527K
SIAP
166
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$526K -$23.5K -400 -4%
GFS
167
GYL Financial Synergies
Connecticut
$507K +$7.64K +130 +2%
PO
168
Private Ocean
California
$504K -$39.3K -668 -7%
CAL
169
Capital Advisors Ltd
Ohio
$504K
EH
170
Equitable Holdings
New York
$503K +$505K +8,596 New
FI
171
Financial Insights
Washington
$499K +$106K +1,796 +27%
FAAS
172
First Allied Advisory Services
California
$477K +$34.3K +584 +8%
VFA
173
Voya Financial Advisors
Connecticut
$472K -$12.9K -220 -3%
First Trust Advisors
174
First Trust Advisors
Illinois
$466K +$6.35K +108 +1%
NB
175
Nicolet Bankshares
Wisconsin
$465K

ICF Hedge Fund Activity: Q4 2019 in Review

341 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2019, worth a combined $1.17B — down 1.2% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ICF positions and 22 closed out — a net gain of 41 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was BlackRock, adding an estimated $58.9M. The largest seller was M&T Bank, exiting entirely with an estimated $69.7M sold.

  • 341 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2019, up from 304 in Q3 2019.
  • Funds reported $1.17B of iShares Select U.S. REIT ETF stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select U.S. REIT ETF positions in Q4 2019 and 22 closed out, a net change of +41 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2019 was BlackRock, an estimated $58.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2019 was M&T Bank, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2019.