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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $766K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 285302 (+17)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

23.6% less ownership

Funds ownership: 119.29%95.69% (-24%)

59% less capital invested

Capital invested by funds: $2.21B → $909M (-$1.3B)

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
176
James Investment Research
Ohio
$292K
BRWA
177
B. Riley Wealth Advisors
Florida
$288K +$1.2K +24 +0.4%
BHWM
178
Bar Harbor Wealth Management
New Hampshire
$288K +$53.7K +1,076 +22%
NCM
179
New Capital Management
Texas
$284K -$3.39K -68 -1%
CB
180
Commerce Bank
Missouri
$273K -$32.4K -650 -10%
TYCC
181
Texas Yale Capital Corp
Florida
$268K
WIA
182
Wealthstreet Investment Advisors
Texas
$261K -$1.44M -28,890 -85%
AIA
183
Alera Investment Advisors
Illinois
$261K +$272K +5,450 New
LB
184
Landmark Bank
Missouri
$258K
BTS
185
BB&T Securities
Virginia
$257K -$1.6K -32 -0.6%
William Blair & Company
186
William Blair & Company
Illinois
$252K -$90.8K -1,820 -26%
SFA
187
Sequoia Financial Advisors
Ohio
$252K
CCM
188
Colorado Capital Management
Colorado
$250K -$43.1K -864 -14%
ASN
189
Advisory Services Network
Georgia
$250K -$31.7K -636 -11%
RJT
190
Raymond James Trust
Florida
$246K -$4.49K -90 -2%
EWM
191
Evercore Wealth Management
New York
$239K
OIA
192
OneDigital Investment Advisors
Kansas
$234K +$154K +3,080 +171%
LWANC
193
Laurel Wealth Advisors (North Carolina)
North Carolina
$233K +$243K +4,870 New
WIC
194
Whitegate Investment Counselors
New Hampshire
$229K +$239K +4,790 New
Neuberger Berman Group
195
Neuberger Berman Group
New York
$225K
ATC
196
Argent Trust Co
Tennessee
$220K -$125K -2,514 -35%
SF
197
Synovus Financial
Georgia
$219K +$67.5K +1,354 +42%
MAFM
198
Mid Atlantic Financial Management
Pennsylvania
$219K +$228K +4,578 New
AAM
199
Autus Asset Management
Arizona
$216K -$5.49K -110 -2%
CS
200
Comerica Securities
Michigan
$208K -$12.4K -248 -5%

ICF Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2018, worth a combined $909M — down 59% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICF positions and 30 closed out — a net gain of 17 holders — while 82 added to existing stakes and 100 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $514M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $909M of iShares Select U.S. REIT ETF stock for Q4 2018, down 59% quarter-over-quarter.
  • 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2018 and 30 closed out, a net change of +17 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $14.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2018 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2018.