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iShares Select U.S. REIT ETF

332 hedge funds and large institutions have $1.1B invested in iShares Select U.S. REIT ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.02B → $1.1B (+$80.2M)

1.16% more ownership

Funds ownership: 52.18%53.34% (+1.2%)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 337332 (-5)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
332
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
30
Increased
90
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DL
201
DOHJ LLC
Washington
$304K -$1.36M -24,625 -82%
WCM
202
Windsor Capital Management
Arizona
$298K +$2.65K +48 +0.9%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$290K -$331 -6 -0.1%
GWM
204
Geneos Wealth Management
Colorado
$289K
WIA
205
Wealthstreet Investment Advisors
Texas
$289K
AWM
206
AE Wealth Management
Kansas
$280K +$27K +490 +11%
CT
207
Coastline Trust
Rhode Island
$279K -$19.3K -350 -7%
MAFM
208
Mid Atlantic Financial Management
Pennsylvania
$277K
Fidelity Investments
209
Fidelity Investments
Massachusetts
$276K +$13.3K +241 +5%
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$275K +$5.57K +101 +2%
LFAS
211
Level Four Advisory Services
Texas
$273K +$260K +4,716 New
SSCA
212
South Shore Capital Advisors
Massachusetts
$271K +$259K +4,693 New
VFA
213
Voya Financial Advisors
Connecticut
$266K -$276 -5 -0.1%
WIC
214
Whitegate Investment Counselors
New Hampshire
$263K
SHJ
215
Sharkey, Howes & Javer
Colorado
$261K -$11.8K -214 -5%
BRWA
216
B. Riley Wealth Advisors
Florida
$260K +$8.82K +160 +4%
OIA
217
OneDigital Investment Advisors
Kansas
$258K -$62.1K -1,126 -20%
CA
218
Cetera Advisors
Colorado
$258K -$23.6K -429 -9%
CB
219
Commerce Bank
Missouri
$246K +$235K +4,258 New
NEGWA
220
New England Guild Wealth Advisors
Connecticut
$245K +$20.9K +380 +10%
TPCW
221
TD Private Client Wealth
New York
$242K +$9.48K +172 +4%
CI
222
Cordant Inc
Oregon
$241K
KA
223
Klingman & Associates
New York
$234K
HWMA
224
Heritage Wealth Management (Arizona)
Arizona
$233K +$222K +4,027 New
CBN
225
Cadence Bank NA
Texas
$231K

ICF Hedge Fund Activity: Q1 2021 in Review

332 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2021, worth a combined $1.1B — up 7.8% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ICF and 30 opened new positions — a net loss of 1 holder — while 108 trimmed existing stakes and 90 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.07M. The largest seller was Wells Fargo, cutting an estimated $9.26M.

  • 332 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2021, down from 337 in Q4 2020.
  • Funds reported $1.1B of iShares Select U.S. REIT ETF stock for Q1 2021, up 7.8% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2021 and 31 closed out, a net change of -1 holder.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $9.07M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2021 was Wells Fargo, an estimated $9.26M sold.

Based on aggregated 13F filings for Q1 2021.