We are live on ! Find out more
ICF icon

iShares Select U.S. REIT ETF

416 hedge funds and large institutions have $1.64B invested in iShares Select U.S. REIT ETF in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 119 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more call options, than puts

Call options by funds: $8.21M | Put options by funds: $1.42M

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

25% more capital invested

Capital invested by funds: $1.3B → $1.64B (+$331M)

17% more funds holding

Funds holding: 355416 (+61)

5% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 113

0.18% less ownership

Funds ownership: 55.48%55.29% (-0.18%)

Holders
416
Holders Change
+61
Holders Change %
+17.18%
% of All Funds
6.4%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
85
Increased
119
Reduced
113
Closed
18
Calls
$8.21M
Puts
$1.42M
Net Calls
+$6.79M
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
226
Ferguson Wellman Capital Management
Oregon
$429K -$23.5K -332 -6%
TYCC
227
Texas Yale Capital Corp
Florida
$426K
BRWA
228
B. Riley Wealth Advisors
Florida
$423K +$42.1K +595 +12%
SAM
229
Satovsky Asset Management
New York
$417K +$3.04K +43 +0.8%
EA
230
Eudaimonia Advisors
Tennessee
$417K +$387K +5,479 New
First Trust Advisors
231
First Trust Advisors
Illinois
$411K +$382K +5,405 New
SFA
232
Sequoia Financial Advisors
Ohio
$401K
CWA
233
Consilio Wealth Advisors
Washington
$394K +$365K +5,163 New
GF
234
Gries Financial
Ohio
$393K +$112K +1,590 +45%
IIC
235
Integrated Investment Consultants
Michigan
$391K +$83.2K +1,177 +30%
PA
236
Parallel Advisors
California
$384K -$97.7K -1,382 -21%
LWANC
237
Laurel Wealth Advisors (North Carolina)
North Carolina
$378K +$1.91K +27 +0.5%
AL
238
Aspiriant LLC
California
$377K
ATC
239
Argent Trust Co
Tennessee
$375K
NEGWA
240
New England Guild Wealth Advisors
Connecticut
$372K +$6.86K +97 +2%
HI
241
Harbour Investments
Wisconsin
$364K -$32.3K -457 -9%
VCS
242
Vaughan & Co Securities
New Jersey
$362K -$227K -3,214 -40%
SPIA
243
Steward Partners Investment Advisory
New York
$362K +$1.77K +25 +0.5%
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$361K -$9.05K -128 -3%
LFAS
245
Level Four Advisory Services
Texas
$360K
CT
246
Coastline Trust
Rhode Island
$360K +$11K +155 +3%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$358K +$11.9K +169 +4%
HWM
248
HB Wealth Management
Georgia
$353K +$328K +4,640 New
SWP
249
Stratos Wealth Partners
Ohio
$351K -$382K -5,404 -54%
FAG
250
Fortitude Advisory Group
Washington
$350K +$325K +4,600 New

ICF Hedge Fund Activity: Q4 2021 in Review

416 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2021, worth a combined $1.64B — up 25% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new ICF positions and 18 closed out — a net gain of 67 holders — while 119 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.34M. The largest seller was LBMC Investment Advisors, cutting an estimated $69.1M.

  • 416 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2021, up from 355 in Q3 2021.
  • Funds reported $1.64B of iShares Select U.S. REIT ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 85 funds opened new iShares Select U.S. REIT ETF positions in Q4 2021 and 18 closed out, a net change of +67 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2021 was Morgan Stanley, an estimated $7.34M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2021 was LBMC Investment Advisors, an estimated $69.1M sold.

Based on aggregated 13F filings for Q4 2021.