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iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
176
Bar Harbor Wealth Management
New Hampshire
$322K -$11.3K -214 -4%
BTS
177
BB&T Securities
Virginia
$311K +$12.1K +230 +4%
LB
178
Landmark Bank
Missouri
$299K
CFGS
179
Concourse Financial Group Securities
Alabama
$295K +$131K +2,490 +88%
William Blair & Company
180
William Blair & Company
Illinois
$293K
CCM
181
Colorado Capital Management
Colorado
$286K -$4.74K -90 -2%
CB
182
Commerce Bank
Missouri
$285K -$30K -570 -10%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$285K +$270K +5,124 New
NCM
184
New Capital Management
Texas
$284K
WIA
185
Wealthstreet Investment Advisors
Texas
$282K
BRWA
186
B. Riley Wealth Advisors
Florida
$280K -$51.5K -978 -16%
EWM
187
Evercore Wealth Management
New York
$278K
OIA
188
OneDigital Investment Advisors
Kansas
$270K -$1.05K -20 -0.4%
LWANC
189
Laurel Wealth Advisors (North Carolina)
North Carolina
$268K -$2.84K -54 -1%
WIC
190
Whitegate Investment Counselors
New Hampshire
$262K -$4.53K -86 -2%
Neuberger Berman Group
191
Neuberger Berman Group
New York
$261K
CS
192
Comerica Securities
Michigan
$260K +$16.6K +316 +7%
MAFM
193
Mid Atlantic Financial Management
Pennsylvania
$249K -$5.16K -98 -2%
AAM
194
Autus Asset Management
Arizona
$243K -$8.11K -154 -3%
1SB
195
1ST Source Bank
Indiana
$243K +$230K +4,364 New
HB
196
Homrich & Berg
Georgia
$234K
SAM
197
SP Asset Management
California
$231K +$947 +18 +0.4%
BRWM
198
B. Riley Wealth Management
Tennessee
$229K +$217K +4,114 New
AIA
199
Alera Investment Advisors
Illinois
$226K -$72.9K -1,386 -25%
BBHC
200
Brown Brothers Harriman & Co
New York
$223K

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.