We are live on ! Find out more
ICF icon

iShares Select U.S. REIT ETF

307 hedge funds and large institutions have $1.06B invested in iShares Select U.S. REIT ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more capital invested

Capital invested by funds: $909M → $1.06B (+$146M)

2.46% more ownership

Funds ownership: 95.69%98.15% (+2.5%)

2% more funds holding

Funds holding: 302307 (+5)

31% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 113

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
307
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
35
Increased
78
Reduced
113
Closed
27
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$81.2M -$2.76M -52,424 -3%
Wells Fargo
2
Wells Fargo
California
$66.1M -$4.65M -88,428 -7%
M&T Bank
3
M&T Bank
New York
$63.9M -$798K -15,168 -1%
ANTB
4
AMG National Trust Bank
Colorado
$52.8M +$529K +10,046 +1%
Morgan Stanley
5
Morgan Stanley
New York
$45.2M +$3.61M +68,616 +9%
BlackRock
6
BlackRock
New York
$44.1M +$545K +10,364 +1%
CFB
7
Cullen/Frost Bankers
Texas
$41.4M -$360K -6,838 -0.9%
Creative Planning
8
Creative Planning
Kansas
$34.3M -$2.08M -39,476 -6%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$33.7M +$4.09M +77,644 +15%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$33.4M -$1.28M -24,404 -4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$24.8M -$2.6M -49,380 -10%
LIA
12
LBMC Investment Advisors
Tennessee
$20.8M +$163K +3,090 +0.8%
LPL Financial
13
LPL Financial
California
$19.7M +$2.62M +49,796 +16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$18.1M -$641K -12,184 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$18M -$7.46M -141,696 -30%
GB
16
Gunma Bank
Japan
$17.8M
KeyBank National Association
17
KeyBank National Association
Ohio
$17.5M +$2.34M +44,462 +17%
TF
18
TIAA FSB
Florida
$14.5M +$2.15M +40,848 +19%
AIA
19
Arrow Investment Advisors
Maryland
$14.4M -$2.05M -39,030 -13%
BP
20
Ballentine Partners
Massachusetts
$12.7M -$408K -7,758 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11.5M +$1.38M +26,314 +15%
EVM
22
Eaton Vance Management
Massachusetts
$10.2M
MA
23
MUFG Americas
New York
$9.94M -$420K -7,982 -4%
FMLI
24
Fukoku Mutual Life Insurance
Japan
$9.67M
V
25
Veritable
Delaware
$8.77M -$53.7K -1,020 -0.6%

ICF Hedge Fund Activity: Q1 2019 in Review

307 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2019, worth a combined $1.06B — up 16% from $909M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 27 closed out — a net gain of 8 holders — while 78 added to existing stakes and 113 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $7.67M. The largest seller was JP Morgan Chase, cutting an estimated $7.46M.

  • 307 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $1.06B of iShares Select U.S. REIT ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q1 2019 and 27 closed out, a net change of +8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $7.67M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2019 was JP Morgan Chase, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2019.