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iShares Select U.S. REIT ETF

341 hedge funds and large institutions have $1.17B invested in iShares Select U.S. REIT ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 22

12% more funds holding

Funds holding: 304341 (+37)

0.32% more ownership

Funds ownership: 99.16%99.48% (+0.32%)

1% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$14.3M)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
63
Increased
90
Reduced
98
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$308K -$164K -2,792 -35%
MAFM
202
Mid Atlantic Financial Management
Pennsylvania
$308K -$26.6K -452 -8%
Neuberger Berman Group
203
Neuberger Berman Group
New York
$307K
CA
204
Cetera Advisors
Colorado
$302K +$61.2K +1,040 +25%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$302K +$303K +5,160 New
WIA
206
Wealthstreet Investment Advisors
Texas
$297K
CB
207
Commerce Bank
Missouri
$293K
TA
208
Tiedemann Advisors
New York
$290K -$4.94K -84 -2%
WIC
209
Whitegate Investment Counselors
New Hampshire
$273K -$2.35K -40 -0.9%
CAL
210
Capital Analysts LLC
Pennsylvania
$272K +$3.76K +64 +1%
DIP
211
DT Investment Partners
Pennsylvania
$271K +$272K +4,630 New
CMO
212
Covenant Multifamily Offices
Texas
$270K -$32.1K -546 -11%
LWANC
213
Laurel Wealth Advisors (North Carolina)
North Carolina
$269K -$15.1K -256 -5%
WSTAM
214
Wilbanks Smith & Thomas Asset Management
Virginia
$267K
SPC
215
Sigma Planning Corp
Michigan
$266K -$12.8K -218 -5%
PTC
216
Private Trust Company
Ohio
$258K +$57.9K +984 +29%
1SB
217
1ST Source Bank
Indiana
$257K
BHWM
218
Bar Harbor Wealth Management
New Hampshire
$255K -$88.2K -1,500 -26%
SWM
219
SeaCrest Wealth Management
New York
$254K +$30.3K +516 +13%
AAM
220
Autus Asset Management
Arizona
$248K -$6.47K -110 -3%
CI
221
Cordant Inc
Oregon
$248K +$250K +4,246 New
HB
222
Homrich & Berg
Georgia
$246K
SPIA
223
Steward Partners Investment Advisory
New York
$246K +$31.2K +530 +14%
CPIG
224
Chicago Partners Investment Group
Illinois
$246K +$242K +4,120 New
FFA
225
First Foundation Advisors
California
$235K

ICF Hedge Fund Activity: Q4 2019 in Review

341 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2019, worth a combined $1.17B — down 1.2% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ICF positions and 22 closed out — a net gain of 41 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was BlackRock, adding an estimated $58.9M. The largest seller was M&T Bank, exiting entirely with an estimated $69.7M sold.

  • 341 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2019, up from 304 in Q3 2019.
  • Funds reported $1.17B of iShares Select U.S. REIT ETF stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select U.S. REIT ETF positions in Q4 2019 and 22 closed out, a net change of +41 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2019 was BlackRock, an estimated $58.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2019 was M&T Bank, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2019.