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iShares Select U.S. REIT ETF

293 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $982M → $948M (-$34.2M)

3% less funds holding

Funds holding: 301293 (-8)

2.85% less ownership

Funds ownership: 107.62%104.78% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

29% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
5.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
19
Increased
75
Reduced
105
Closed
26
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
176
Gradient Capital Advisors
California
$306K -$28K -542 -8%
HIC
177
Holderness Investments Company
North Carolina
$305K -$140K -2,700 -31%
Prudential Financial
178
Prudential Financial
New Jersey
$298K +$22.5K +434 +8%
REMPR
179
Roof Eidam Maycock Peralta (REMP)
California
$295K -$37.3K -720 -11%
SFS
180
Summit Financial Strategies
Ohio
$293K -$5.28K -102 -2%
TYCC
181
Texas Yale Capital Corp
Florida
$286K
AWM
182
AE Wealth Management
Kansas
$275K -$69.3K -1,340 -20%
WCM
183
Windsor Capital Management
Arizona
$274K -$41.3K -798 -13%
AIA
184
Arbor Investment Advisors
North Carolina
$273K +$828 +16 +0.3%
SFA
185
Sequoia Financial Advisors
Ohio
$269K
TRCT
186
Tower Research Capital (TRC)
New York
$267K -$300K -5,794 -53%
VFA
187
Voya Financial Advisors
Connecticut
$260K -$62.7K -1,212 -19%
WIA
188
Wealthstreet Investment Advisors
Texas
$259K
MAFM
189
Mid Atlantic Financial Management
Pennsylvania
$255K -$27.9K -540 -10%
TA
190
Tiedemann Advisors
New York
$251K
CA
191
Cetera Advisors
Colorado
$245K +$31.3K +604 +14%
SPC
192
Sigma Planning Corp
Michigan
$244K -$8.8K -170 -3%
IAN
193
Integrated Advisors Network
Texas
$238K +$242K +4,668 New
LWANC
194
Laurel Wealth Advisors (North Carolina)
North Carolina
$237K +$1.03K +20 +0.4%
HB
195
Homrich & Berg
Georgia
$237K +$22.8K +440 +10%
FI
196
FormulaFolio Investments
Michigan
$234K +$237K +4,588 New
WIC
197
Whitegate Investment Counselors
New Hampshire
$232K -$1.34K -26 -0.6%
CI
198
Cordant Inc
Oregon
$217K
NEGWA
199
New England Guild Wealth Advisors
Connecticut
$211K
BRWA
200
B. Riley Wealth Advisors
Florida
$210K -$46.2K -892 -18%

ICF Hedge Fund Activity: Q3 2020 in Review

293 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2020, worth a combined $948M — down 3.5% from $982M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ICF and 19 opened new positions — a net loss of 7 holders — while 105 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $8.2M. The largest seller was Bank of America, cutting an estimated $24.2M.

  • 293 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2020, down from 301 in Q2 2020.
  • Funds reported $948M of iShares Select U.S. REIT ETF stock for Q3 2020, down 3.5% quarter-over-quarter.
  • 19 funds opened new iShares Select U.S. REIT ETF positions in Q3 2020 and 26 closed out, a net change of -7 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2020 was BlackRock, an estimated $8.2M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2020 was Bank of America, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2020.