We are live on ! Find out more
ICF icon

iShares Select U.S. REIT ETF

304 hedge funds and large institutions have $1.19B invested in iShares Select U.S. REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$87.6M)

0.79% more ownership

Funds ownership: 98.37%99.16% (+0.79%)

1% more funds holding

Funds holding: 302304 (+2)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
25
Increased
82
Reduced
95
Closed
21
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
176
Droms Strauss Advisors
Missouri
$390K
CT
177
Coastline Trust
Rhode Island
$383K
AIS
178
American Investment Services
Massachusetts
$375K
GC
179
Garde Capital
Washington
$367K -$7.61K -130 -2%
NCM
180
New Capital Management
Texas
$362K +$1.87K +32 +0.5%
3AM
181
3D Asset Management
Connecticut
$357K -$8.54K -146 -2%
BHWM
182
Bar Harbor Wealth Management
New Hampshire
$352K -$6.55K -112 -2%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$352K +$43.5K +744 +14%
MAFM
184
Mid Atlantic Financial Management
Pennsylvania
$343K +$55.1K +942 +20%
TYCC
185
Texas Yale Capital Corp
Florida
$336K
LB
186
Landmark Bank
Missouri
$323K
Neuberger Berman Group
187
Neuberger Berman Group
New York
$314K
CMO
188
Covenant Multifamily Offices
Texas
$309K +$302K +5,154 New
BRWA
189
B. Riley Wealth Advisors
Florida
$308K -$8.66K -148 -3%
WIA
190
Wealthstreet Investment Advisors
Texas
$303K
TA
191
Tiedemann Advisors
New York
$303K +$295K +5,042 New
CB
192
Commerce Bank
Missouri
$301K
LWANC
193
Laurel Wealth Advisors (North Carolina)
North Carolina
$291K +$819 +14 +0.3%
SPC
194
Sigma Planning Corp
Michigan
$286K +$279K +4,770 New
WIC
195
Whitegate Investment Counselors
New Hampshire
$282K
CAL
196
Capital Analysts LLC
Pennsylvania
$274K +$18.8K +322 +8%
WSTAM
197
Wilbanks Smith & Thomas Asset Management
Virginia
$273K
1SB
198
1ST Source Bank
Indiana
$264K +$1.17K +20 +0.5%
AAM
199
Autus Asset Management
Arizona
$261K -$1.75K -30 -0.7%
CSIA
200
Charles Schwab Investment Advisory
California
$256K +$250K +4,272 New

ICF Hedge Fund Activity: Q3 2019 in Review

304 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2019, worth a combined $1.19B — up 8% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ICF positions and 21 closed out — a net gain of 4 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $11.4M. The largest seller was Arrow Investment Advisors, cutting an estimated $13.6M.

  • 304 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2019, up from 302 in Q2 2019.
  • Funds reported $1.19B of iShares Select U.S. REIT ETF stock for Q3 2019, up 8% quarter-over-quarter.
  • 25 funds opened new iShares Select U.S. REIT ETF positions in Q3 2019 and 21 closed out, a net change of +4 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2019 was Bank of America, an estimated $11.4M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2019 was Arrow Investment Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2019.