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iShares Select U.S. REIT ETF

352 hedge funds and large institutions have $1.42B invested in iShares Select U.S. REIT ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 119 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $257K

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $1.22B → $1.42B (+$198M)

6% more funds holding

Funds holding: 331352 (+21)

2.14% more ownership

Funds ownership: 60.22%62.36% (+2.1%)

28% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 119

Holders
352
Holders Change
+21
Holders Change %
+6.34%
% of All Funds
5.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
45
Increased
86
Reduced
119
Closed
20
Calls
$2.07M
Puts
$257K
Net Calls
+$1.81M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
226
Wilmington Savings Fund Society
Delaware
$259K +$245K +3,923 New
MFG
227
Merit Financial Group
Georgia
$257K -$5.5K -88 -2%
HNWAG
228
High Net Worth Advisory Group
Florida
$250K
RZH
229
Relyea Zuckerberg Hanson
Connecticut
$250K
Russell Investments Group
230
Russell Investments Group
United Kingdom
$247K +$231K +3,695 +8,033%
DSA
231
Droms Strauss Advisors
Missouri
$245K
OGF
232
Orin Green Financial
California
$240K
FAG
233
Fortitude Advisory Group
Washington
$239K
WCM
234
Windsor Capital Management
Arizona
$234K -$13K -208 -6%
SHJ
235
Sharkey, Howes & Javer
Colorado
$231K -$76.3K -1,222 -26%
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$228K +$216K +3,462 New
PIFP
237
Partners in Financial Planning
Virginia
$227K +$215K +3,446 New
TDWM
238
Topel & Distasi Wealth Management
California
$227K -$7.68K -123 -3%
PA
239
PFG Advisors
Arizona
$227K +$215K +3,439 New
Brown Advisory
240
Brown Advisory
Maryland
$224K +$212K +3,401 New
CPA
241
Cardiff Park Advisors
California
$224K
NSIM
242
North Star Investment Management
Illinois
$224K
CPIG
243
Chicago Partners Investment Group
Illinois
$222K +$212K +3,387 New
FMWA
244
Forvis Mazars Wealth Advisors
Missouri
$222K -$364K -5,820 -63%
CWM
245
Castle Wealth Management
Florida
$221K +$209K +3,350 New
PWA
246
Physician Wealth Advisors
Utah
$219K
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$215K -$410K -6,566 -67%
AA
248
Argent Advisors
Louisiana
$211K +$200K +3,200 New
NRI
249
NFP Retirement Inc
California
$208K +$197K +3,157 New
CFA
250
Cahill Financial Advisors
Minnesota
$207K +$196K +3,133 New

ICF Hedge Fund Activity: Q3 2024 in Review

352 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2024, worth a combined $1.42B — up 16% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ICF positions and 20 closed out — a net gain of 25 holders — while 86 added to existing stakes and 119 trimmed.

The largest buyer was National Bank of Canada, opening a new position worth an estimated $12.6M. The largest seller was Cullen/Frost Bankers, cutting an estimated $14.4M.

  • 352 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2024, up from 331 in Q2 2024.
  • Funds reported $1.42B of iShares Select U.S. REIT ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 45 funds opened new iShares Select U.S. REIT ETF positions in Q3 2024 and 20 closed out, a net change of +25 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2024 was National Bank of Canada, an estimated $12.6M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2024 was Cullen/Frost Bankers, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2024.