We are live on ! Find out more
ICF icon

iShares Select U.S. REIT ETF

302 hedge funds and large institutions have $909M invested in iShares Select U.S. REIT ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $766K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 285302 (+17)

18% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 100

23.6% less ownership

Funds ownership: 119.29%95.69% (-24%)

59% less capital invested

Capital invested by funds: $2.21B → $909M (-$1.3B)

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
47
Increased
82
Reduced
100
Closed
30
Calls
$1.62M
Puts
$766K
Net Calls
+$851K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$72.4M -$5.87M -117,798 -7%
Wells Fargo
2
Wells Fargo
California
$61.1M +$13.4M +269,634 +27%
M&T Bank
3
M&T Bank
New York
$55.7M -$861K -17,264 -1%
ANTB
4
AMG National Trust Bank
Colorado
$45M -$2.43M -48,640 -5%
BlackRock
5
BlackRock
New York
$37.5M -$514M -10,302,798 -93%
CFB
6
Cullen/Frost Bankers
Texas
$36.6M +$5.11M +102,442 +15%
Morgan Stanley
7
Morgan Stanley
New York
$35.6M -$5.07M -101,622 -12%
Creative Planning
8
Creative Planning
Kansas
$31.4M -$535K -10,728 -2%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$29.9M -$745K -14,938 -2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$25.3M +$5.34M +107,170 +25%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$23.7M -$682K -13,676 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$22.3M -$2.94M -58,904 -11%
LIA
13
LBMC Investment Advisors
Tennessee
$17.7M +$148K +2,966 +0.8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$16.2M +$10.6M +212,396 +169%
GB
15
Gunma Bank
Japan
$15.3M
LPL Financial
16
LPL Financial
California
$14.6M +$462K +9,264 +3%
AIA
17
Arrow Investment Advisors
Maryland
$14.3M +$14.9M +297,922 New
KeyBank National Association
18
KeyBank National Association
Ohio
$12.9M -$1.27M -25,452 -9%
BP
19
Ballentine Partners
Massachusetts
$11.3M -$547K -10,960 -4%
TF
20
TIAA FSB
Florida
$10.5M -$1.45M -29,002 -12%
MA
21
MUFG Americas
New York
$8.94M -$129K -2,580 -1%
EVM
22
Eaton Vance Management
Massachusetts
$8.75M -$134K -2,680 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.63M -$709K -14,220 -7%
UBS Group
24
UBS Group
Switzerland
$8.49M +$189K +3,794 +2%
FMLI
25
Fukoku Mutual Life Insurance
Japan
$8.33M

ICF Hedge Fund Activity: Q4 2018 in Review

302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2018, worth a combined $909M — down 59% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICF positions and 30 closed out — a net gain of 17 holders — while 82 added to existing stakes and 100 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $514M.

  • 302 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $909M of iShares Select U.S. REIT ETF stock for Q4 2018, down 59% quarter-over-quarter.
  • 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2018 and 30 closed out, a net change of +17 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $14.9M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2018 was BlackRock, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2018.