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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
BlackRock
1
BlackRock
New York
$148M +$6.05M +109,830 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$69.9M +$2.34M +42,468 +4%
Bank of America
3
Bank of America
North Carolina
$64.2M +$630K +11,427 +1%
Morgan Stanley
4
Morgan Stanley
New York
$55.5M -$6.45M -116,979 -11%
M&T Bank
5
M&T Bank
New York
$34.9M -$2.07M -37,511 -6%
CFB
6
Cullen/Frost Bankers
Texas
$32.3M -$984K -17,861 -3%
Creative Planning
7
Creative Planning
Kansas
$27.5M -$652K -11,832 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$26.7M +$2.54M +46,151 +11%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$24.9M -$1.77M -32,112 -7%
ANTB
10
AMG National Trust Bank
Colorado
$24.9M +$1.23M +22,308 +5%
Wells Fargo
11
Wells Fargo
California
$23M -$9.26M -168,043 -30%
JP Morgan Chase
12
JP Morgan Chase
New York
$21.2M +$2.21M +40,090 +12%
LIA
13
LBMC Investment Advisors
Tennessee
$21M +$61.2K +1,111 +0.3%
KAS
14
Kestra Advisory Services
Texas
$19.6M -$911K -16,534 -5%
GB
15
Gunma Bank
Japan
$18.5M
Ameriprise
16
Ameriprise
Minnesota
$17.2M +$1.62M +29,442 +11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15.2M +$665K +12,068 +5%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$14.4M -$804K -14,596 -6%
CWM
19
Connecticut Wealth Management
Connecticut
$14.3M +$4.5M +81,625 +49%
V
20
Veritable
Delaware
$13.8M -$1.05M -18,962 -7%
CPA
21
Capital Planning Advisors
California
$13.8M +$944K +17,126 +8%
LPL Financial
22
LPL Financial
California
$13.5M -$989K -17,944 -7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$13.5M +$9.07M +164,538 +240%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12.7M +$822K +14,923 +7%
TF
25
TIAA FSB
Florida
$12.4M -$410K -7,431 -3%

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.