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iShares Select U.S. REIT ETF

313 hedge funds and large institutions have $943M invested in iShares Select U.S. REIT ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.06% more ownership

Funds ownership: 99.48%107.55% (+8.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less funds holding

Funds holding: 341313 (-28)

20% less capital invested

Capital invested by funds: $1.17B → $943M (-$231M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

43% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 53

Holders
313
Holders Change
-28
Holders Change %
-8.21%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
81
Reduced
121
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DPI
176
Diversified Portfolios Inc
Michigan
$328K -$110K -1,960 -21%
EWM
177
Evercore Wealth Management
New York
$321K
PJB
178
Paul John Balson
California
$321K +$392K +7,008 New
REMPR
179
Roof Eidam Maycock Peralta (REMP)
California
$316K -$39.2K -700 -9%
VFA
180
Voya Financial Advisors
Connecticut
$314K -$81.4K -1,454 -18%
AWM
181
AE Wealth Management
Kansas
$310K +$379K +6,762 New
Prudential Financial
182
Prudential Financial
New Jersey
$305K +$59.7K +1,066 +19%
GCA
183
Gradient Capital Advisors
California
$300K
RFN
184
RDA Financial Network
Iowa
$300K +$75.7K +1,352 +26%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$296K +$48.8K +872 +16%
CT
186
Coastline Trust
Rhode Island
$292K
AF
187
Advisornet Financial
Minnesota
$287K -$384K -6,862 -52%
WCM
188
Windsor Capital Management
Arizona
$287K -$63.3K -1,130 -15%
BRWA
189
B. Riley Wealth Advisors
Florida
$287K +$51.1K +912 +17%
AIS
190
American Investment Services
Massachusetts
$281K -$6.16K -110 -2%
NEGWA
191
New England Guild Wealth Advisors
Connecticut
$280K -$23.4K -418 -6%
NCM
192
New Capital Management
Texas
$277K -$1.23K -22 -0.4%
HIC
193
Holderness Investments Company
North Carolina
$274K -$325K -5,800 -49%
SFS
194
Summit Financial Strategies
Ohio
$268K -$259K -4,626 -44%
TYCC
195
Texas Yale Capital Corp
Florida
$256K
MAFM
196
Mid Atlantic Financial Management
Pennsylvania
$247K +$7.05K +126 +2%
SFA
197
Sequoia Financial Advisors
Ohio
$241K
Neuberger Berman Group
198
Neuberger Berman Group
New York
$240K
SPC
199
Sigma Planning Corp
Michigan
$238K +$35.9K +642 +14%
WIA
200
Wealthstreet Investment Advisors
Texas
$232K

ICF Hedge Fund Activity: Q1 2020 in Review

313 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2020, worth a combined $943M — down 20% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of ICF and 30 opened new positions — a net loss of 23 holders — while 121 trimmed existing stakes and 81 added.

The largest buyer was M&T Bank, opening a new position worth an estimated $54M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $14.8M sold.

  • 313 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2020, down from 341 in Q4 2019.
  • Funds reported $943M of iShares Select U.S. REIT ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2020 and 53 closed out, a net change of -23 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2020 was M&T Bank, an estimated $54M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2020.