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iShares Select U.S. REIT ETF

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

12% more funds holding

Funds holding: 304341 (+37)

0.32% more ownership

Funds ownership: 99.16%99.48% (+0.32%)

1% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$14.3M)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
176
Waters Parkerson & Co
Louisiana
$464K -$4.12K -70 -0.9%
EIP
177
Ellis Investment Partners
Pennsylvania
$452K +$1.53K +26 +0.3%
BOTW
178
Bank of the West
California
$449K -$21.8K -370 -5%
REMPR
179
Roof Eidam Maycock Peralta (REMP)
California
$445K
GC
180
Garde Capital
Washington
$445K +$88.2K +1,500 +25%
CG
181
Colony Group
Massachusetts
$435K
WCM
182
Windsor Capital Management
Arizona
$432K -$11.3K -192 -3%
EWM
183
Evercore Wealth Management
New York
$409K
B
184
Bridgeworth
Alabama
$400K -$35.6K -606 -8%
IA
185
IFP Advisors
Florida
$396K -$553K -9,404 -58%
GCA
186
Gradient Capital Advisors
California
$383K
NEGWA
187
New England Guild Wealth Advisors
Connecticut
$382K +$235 +4 +0.1%
DSA
188
Droms Strauss Advisors
Missouri
$381K
CT
189
Coastline Trust
Rhode Island
$373K
FIM
190
Freedom Investment Management
Connecticut
$371K +$373K +6,344 New
AIS
191
American Investment Services
Massachusetts
$366K
RJT
192
Raymond James Trust
Florida
$356K -$106K -1,798 -23%
NCM
193
New Capital Management
Texas
$356K +$2.23K +38 +0.6%
3AM
194
3D Asset Management
Connecticut
$334K -$14K -238 -4%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$328K -$16.2K -276 -5%
TYCC
196
Texas Yale Capital Corp
Florida
$328K
Prudential Financial
197
Prudential Financial
New Jersey
$327K +$329K +5,598 New
BRWA
198
B. Riley Wealth Advisors
Florida
$313K +$12.8K +218 +4%
RFN
199
RDA Financial Network
Iowa
$312K +$306K +5,200 New
HTHT
200
Hemenway Trust Hemenway Trust
New Hampshire
$310K +$312K +5,300 New

ICF Hedge Fund Activity: Q4 2019 in Review

341 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2019, worth a combined $1.17B — down 1.2% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ICF positions and 22 closed out — a net gain of 41 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was BlackRock, adding an estimated $58.9M. The largest seller was M&T Bank, exiting entirely with an estimated $69.7M sold.

  • 341 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2019, up from 304 in Q3 2019.
  • Funds reported $1.17B of iShares Select U.S. REIT ETF stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select U.S. REIT ETF positions in Q4 2019 and 22 closed out, a net change of +41 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2019 was BlackRock, an estimated $58.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2019 was M&T Bank, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2019.