iShares Select U.S. REIT ETF
292 hedge funds and large institutions have $948M invested in iShares Select U.S. REIT ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 75 increasing their positions, 105 reducing their positions, and 27 closing their positions.
4% less capital invested
Capital invested by funds: $985M → $948M (-$36.8M)
2.85% less ownership
Funds ownership: 107.63% → 104.77% (-2.9%)
3% less funds holding
Funds holding: 302 → 292 (-10)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
29% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 105
33% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 27
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.2M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.42M |
| 4 |
HHRDM
H&H Retirement Design & Management
Las Vegas,
Nevada
|
+$2.19M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24.2M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$9.55M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.79M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.47M |
ICF Hedge Fund Activity: Q3 2020 in Review
292 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2020, worth a combined $948M — down 3.7% from $985M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of ICF and 18 opened new positions — a net loss of 9 holders — while 105 trimmed existing stakes and 75 added.
The largest buyer was BlackRock, adding an estimated $8.2M. The largest seller was Bank of America, cutting an estimated $24.2M.
- 292 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2020, down from 302 in Q2 2020.
- Funds reported $948M of iShares Select U.S. REIT ETF stock for Q3 2020, down 3.7% quarter-over-quarter.
- 18 funds opened new iShares Select U.S. REIT ETF positions in Q3 2020 and 27 closed out, a net change of -9 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q3 2020 was BlackRock, an estimated $8.2M added.
- The largest iShares Select U.S. REIT ETF seller in Q3 2020 was Bank of America, an estimated $24.2M sold.
Based on aggregated 13F filings for Q3 2020.