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iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$45.6M)

0.22% more ownership

Funds ownership: 98.15%98.37% (+0.22%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

3% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 96

2% less funds holding

Funds holding: 307302 (-5)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

60% less call options, than puts

Call options by funds: $631K | Put options by funds: $1.58M

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
6.56%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
24
Increased
93
Reduced
96
Closed
24
Calls
$631K
Puts
$1.58M
Net Calls
-$950K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
HB
201
Homrich & Berg
Georgia
$237K
SAM
202
SP Asset Management
California
$235K +$1.01K +18 +0.4%
BBHC
203
Brown Brothers Harriman & Co
New York
$226K
FFA
204
First Foundation Advisors
California
$226K +$22.5K +400 +11%
CBN
205
Cadence Bank NA
Texas
$225K
CA
206
Clearstead Advisors
Ohio
$225K
HTHT
207
Hemenway Trust Hemenway Trust
New Hampshire
$220K +$16.8K +300 +8%
FFN
208
Focus Financial Network
Minnesota
$216K +$898 +16 +0.4%
UTC
209
Unified Trust Company
Kentucky
$212K
UCFA
210
United Capital Financial Advisors
Texas
$203K -$179K -3,196 -47%
AAS
211
Avantax Advisory Services
Texas
$200K +$199K +3,542 New
PCG
212
Private Capital Group
Connecticut
$169K -$7.41K -132 -4%
SNT
213
Security National Trust
West Virginia
$169K
MCM
214
MV Capital Management
Maryland
$158K -$3.93K -70 -2%
RCAG
215
Rehmann Capital Advisory Group
Michigan
$158K +$153K +2,716 +3,233%
GWM
216
Geneos Wealth Management
Colorado
$156K -$4.38K -78 -3%
FPS
217
Fieldpoint Private Securities
Connecticut
$153K
RWA
218
Ropes Wealth Advisors
Massachusetts
$153K
BCWM
219
Bartlett & Co Wealth Management
Ohio
$146K -$15.7K -280 -10%
BC
220
Bartlett & Co
Ohio
$146K -$15.7K -280 -10%
AP
221
Advisors Preferred
Maryland
$125K +$337 +6 +0.3%
UBS AM
222
UBS AM
Illinois
$118K
SF
223
Synovus Financial
Georgia
$114K -$19.8K -352 -15%
CFG
224
Citizens Financial Group
Rhode Island
$111K -$57.8K -1,030 -34%
MFT
225
Moisand Fitzgerald Tamayo
Florida
$110K

ICF Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2019, worth a combined $1.1B — up 4.3% from $1.06B a quarter earlier.

Fund positioning in ICF was balanced in Q2 2019: 24 funds opened new positions, 24 closed out, 93 added to existing stakes and 96 trimmed.

The largest buyer was AMG National Trust Bank, adding an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $5.78M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2019, down from 307 in Q1 2019.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q2 2019, up 4.3% quarter-over-quarter.
  • 24 funds opened new iShares Select U.S. REIT ETF positions in Q2 2019 and 24 closed out, a net change of 0 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2019 was AMG National Trust Bank, an estimated $12.8M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2019 was Bank of America, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2019.