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iShares Select U.S. REIT ETF

304 hedge funds and large institutions have $1.19B invested in iShares Select U.S. REIT ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.1B → $1.19B (+$87.6M)

0.79% more ownership

Funds ownership: 98.37%99.16% (+0.79%)

1% more funds holding

Funds holding: 302304 (+2)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
304
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
6.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
25
Increased
82
Reduced
95
Closed
21
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
201
Homrich & Berg
Georgia
$252K
SAM
202
SP Asset Management
California
$251K +$936 +16 +0.4%
CA
203
Cetera Advisors
Colorado
$246K +$240K +4,100 New
FFA
204
First Foundation Advisors
California
$241K
CBN
205
Cadence Bank NA
Texas
$240K
CA
206
Clearstead Advisors
Ohio
$240K
SWM
207
SeaCrest Wealth Management
New York
$230K +$224K +3,828 New
CCM
208
Colorado Capital Management
Colorado
$229K -$42.9K -734 -16%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$226K +$173K +2,950 +363%
FFN
210
Focus Financial Network
Minnesota
$225K -$5.15K -88 -2%
CFGS
211
Concourse Financial Group Securities
Alabama
$224K -$86.8K -1,484 -28%
TRCT
212
Tower Research Capital (TRC)
New York
$223K -$529K -9,050 -71%
SPIA
213
Steward Partners Investment Advisory
New York
$221K -$151K -2,588 -41%
HIS
214
Harvest Investment Services
Illinois
$220K -$41.9K -716 -16%
NL
215
NWAM LLC
Washington
$212K +$207K +3,530 New
FNT
216
First National Trust
Pennsylvania
$210K +$204K +3,494 New
PCG
217
Private Capital Group
Connecticut
$209K +$7.72K +132 +4%
JA
218
JOYN Advisors
Georgia
$208K -$52.8K -902 -21%
UCFA
219
United Capital Financial Advisors
Texas
$208K -$8.78K -150 -4%
WWM
220
Western Wealth Management
Colorado
$207K +$203K +3,466 New
PTC
221
Private Trust Company
Ohio
$205K +$201K +3,430 New
NSIM
222
North Star Investment Management
Illinois
$204K +$199K +3,400 New
SNT
223
Security National Trust
West Virginia
$180K
CFG
224
Citizens Financial Group
Rhode Island
$180K +$60.6K +1,036 +53%
MCM
225
MV Capital Management
Maryland
$168K

ICF Hedge Fund Activity: Q3 2019 in Review

304 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2019, worth a combined $1.19B — up 8% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ICF positions and 21 closed out — a net gain of 4 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was Bank of America, adding an estimated $11.4M. The largest seller was Arrow Investment Advisors, cutting an estimated $13.6M.

  • 304 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2019, up from 302 in Q2 2019.
  • Funds reported $1.19B of iShares Select U.S. REIT ETF stock for Q3 2019, up 8% quarter-over-quarter.
  • 25 funds opened new iShares Select U.S. REIT ETF positions in Q3 2019 and 21 closed out, a net change of +4 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2019 was Bank of America, an estimated $11.4M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2019 was Arrow Investment Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2019.