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iShares Select U.S. REIT ETF

286 hedge funds and large institutions have $1.57B invested in iShares Select U.S. REIT ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 106 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% less ownership

Funds ownership: 123.19%121.84% (-1.4%)

3% less funds holding

Funds holding: 294286 (-8)

16% less capital invested

Capital invested by funds: $1.86B → $1.57B (-$293M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

27% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 106

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
286
Holders Change
-8
Holders Change %
-2.72%
% of All Funds
6.56%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
31
Increased
77
Reduced
106
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
176
First National Bank of Omaha
Nebraska
$274K -$35.2K -750 -11%
ABC
177
Associated Banc-Corp
Wisconsin
$268K -$6.56K -140 -2%
BTS
178
BB&T Securities
Virginia
$268K +$41K +874 +18%
PCIG
179
Partners Capital Investment Group
Massachusetts
$265K +$64.4K +1,374 +32%
TYCC
180
Texas Yale Capital Corp
Florida
$261K
CBN
181
Cadence Bank NA
Texas
$252K
BRWA
182
B. Riley Wealth Advisors
Florida
$252K +$253K +5,398 New
HB
183
Homrich & Berg
Georgia
$249K
AAM
184
Autus Asset Management
Arizona
$247K -$30.7K -654 -11%
SFA
185
Sequoia Financial Advisors
Ohio
$246K -$9.66K -206 -4%
RJT
186
Raymond James Trust
Florida
$244K -$9.38K -200 -4%
BHWM
187
Bar Harbor Wealth Management
New Hampshire
$225K +$8.35K +178 +4%
WIC
188
Whitegate Investment Counselors
New Hampshire
$223K -$30.5K -650 -12%
SS
189
Simplicity Solutions
Minnesota
$222K +$223K +4,750 New
FAAS
190
First Allied Advisory Services
California
$220K +$73.9K +1,576 +51%
Neuberger Berman Group
191
Neuberger Berman Group
New York
$219K
HF
192
HRT Financial
New York
$219K +$220K +4,702 New
BTNA
193
Bremer Trust National Association
Minnesota
$216K +$218K +4,640 New
PGFC
194
Peapack-Gladstone Financial Corp
New Jersey
$209K
SB
195
Simmons Bank
Arkansas
$207K -$15.2K -324 -7%
HTHT
196
Hemenway Trust Hemenway Trust
New Hampshire
$202K +$203K +4,326 New
WSTAM
197
Wilbanks Smith & Thomas Asset Management
Virginia
$201K +$4.22K +90 +2%
JFGIW
198
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190K
SPIA
199
Steward Partners Investment Advisory
New York
$173K -$22.2K -474 -11%
PCG
200
Private Capital Group
Connecticut
$167K +$17.6K +376 +12%

ICF Hedge Fund Activity: Q1 2018 in Review

286 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2018, worth a combined $1.57B — down 16% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ICF and 31 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 77 added.

The largest buyer was Eaton Vance Management, adding an estimated $8.92M. The largest seller was JP Morgan Chase, cutting an estimated $58.9M.

  • 286 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2018, down from 294 in Q4 2017.
  • Funds reported $1.57B of iShares Select U.S. REIT ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 31 funds opened new iShares Select U.S. REIT ETF positions in Q1 2018 and 37 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2018 was Eaton Vance Management, an estimated $8.92M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2018 was JP Morgan Chase, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2018.