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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
CBN
201
Cadence Bank NA
Texas
$222K +$211K +4,000 New
CA
202
Clearstead Advisors
Ohio
$222K +$211K +4,000 New
CAL
203
Capital Analysts LLC
Pennsylvania
$219K -$3.58K -68 -2%
FFN
204
Focus Financial Network
Minnesota
$212K +$201K +3,814 New
UTC
205
Unified Trust Company
Kentucky
$209K +$199K +3,774 New
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
$205K +$194K +3,692 New
FFA
207
First Foundation Advisors
California
$201K +$191K +3,620 New
HTHT
208
Hemenway Trust Hemenway Trust
New Hampshire
$200K -$38.2K -726 -17%
PCG
209
Private Capital Group
Connecticut
$193K
NSIM
210
North Star Investment Management
Illinois
$189K
SWM
211
SeaCrest Wealth Management
New York
$184K
CA
212
Cetera Advisors
Colorado
$183K +$174K +3,304 New
SNT
213
Security National Trust
West Virginia
$167K
CFG
214
Citizens Financial Group
Rhode Island
$167K +$158K +2,998 New
BCWM
215
Bartlett & Co Wealth Management
Ohio
$160K
BC
216
Bartlett & Co
Ohio
$160K
MCM
217
MV Capital Management
Maryland
$160K
GWM
218
Geneos Wealth Management
Colorado
$159K -$1.68K -32 -1%
IA
219
IFP Advisors
Florida
$157K -$701K -13,322 -82%
RWA
220
Ropes Wealth Advisors
Massachusetts
$151K -$36.3K -690 -20%
FPS
221
Fieldpoint Private Securities
Connecticut
$151K
SF
222
Synovus Financial
Georgia
$132K -$116K -2,198 -48%
NFG
223
Next Financial Group
Texas
$129K -$375K -7,134 -75%
NFH
224
NEXT Financial Holdings
Texas
$129K +$122K +2,324 New
AP
225
Advisors Preferred
Maryland
$124K +$117K +2,222 New

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.