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iShares Select U.S. REIT ETF

332 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.02B → $1.1B (+$80.2M)

1.16% more ownership

Funds ownership: 52.18%53.34% (+1.2%)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 337332 (-5)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
30
Increased
90
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
151
Pitcairn
Pennsylvania
$598K -$33.8K -614 -6%
QIM
152
Quest Investment Management
Oregon
$597K
MFGM
153
Marshall Financial Group (Maryland)
Maryland
$590K +$13.9K +253 +3%
EWA
154
EP Wealth Advisors
California
$580K -$41.6K -754 -7%
Prudential Financial
155
Prudential Financial
New Jersey
$580K +$58.5K +1,061 +12%
BSW
156
Buckingham Strategic Wealth
Missouri
$576K -$31.5K -572 -5%
NWM
157
Northwest Wealth Management
Iowa
$569K -$24.7K -449 -4%
GFS
158
GYL Financial Synergies
Connecticut
$564K
PA
159
PFG Advisors
Arizona
$562K -$20.5K -372 -4%
VWA
160
VERITY Wealth Advisors
United States
$539K
AIP
161
ARS Investment Partners
New York
$535K -$84.5K -1,534 -14%
TRCT
162
Tower Research Capital (TRC)
New York
$535K +$498K +9,027 +3,994%
JIR
163
James Investment Research
Ohio
$528K
CCM
164
Coldstream Capital Management
Washington
$509K
NL
165
NVWM LLC
Pennsylvania
$486K +$463K +8,410 New
VCS
166
Vaughan & Co Securities
New Jersey
$479K -$6.89K -125 -1%
PO
167
Private Ocean
California
$465K
RCAG
168
Rehmann Capital Advisory Group
Michigan
$461K +$212K +3,850 +93%
EW
169
Emerson Wealth
Michigan
$457K -$52.7K -957 -4%
WPC
170
Waters Parkerson & Co
Louisiana
$457K
SWP
171
Stratos Wealth Partners
Ohio
$450K -$105K -1,905 -20%
SAM
172
Silvercrest Asset Management
New York
$447K
EIP
173
Ellis Investment Partners
Pennsylvania
$440K -$36K -654 -8%
NEWAS
174
N.E.W. Advisory Services
Wisconsin
$431K -$289K -5,241 -42%
CWP
175
Corepath Wealth Partners
Arizona
$413K -$3.64K -66 -0.9%

ICF Hedge Fund Activity: Q1 2021 in Review

332 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2021, worth a combined $1.1B — up 7.8% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ICF and 30 opened new positions — a net loss of 1 holder — while 108 trimmed existing stakes and 90 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.07M. The largest seller was Wells Fargo, cutting an estimated $9.26M.

  • 332 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2021, down from 337 in Q4 2020.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q1 2021, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2021 and 31 closed out, a net change of -1 holder.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $9.07M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2021 was Wells Fargo, an estimated $9.26M sold.

Based on aggregated 13F filings for Q1 2021.