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iShares Select U.S. REIT ETF

371 hedge funds and large institutions have $1.24B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

5% more funds holding

Funds holding: 352371 (+19)

0.49% more ownership

Funds ownership: 62.36%62.86% (+0.49%)

4% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 110

13% less capital invested

Capital invested by funds: $1.42B → $1.24B (-$177M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
371
Holders Change
+19
Holders Change %
+5.4%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
48
Increased
106
Reduced
110
Closed
23
Calls
$1.88M
Puts
Net Calls
+$1.88M
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
226
Choreo LLC
Illinois
$262K +$255 +4 +0.1%
FFS
227
Fortress Financial Solutions
Arizona
$259K +$274K +4,301 New
MCM
228
MAI Capital Management
Ohio
$255K -$8.42K -132 -3%
CI
229
Cordant Inc
Oregon
$251K
JPG
230
Jordan Park Group
California
$249K
GCA
231
Gradient Capital Advisors
California
$248K
EWM
232
Evercore Wealth Management
New York
$247K
CB
233
Cadence Bank
Mississippi
$241K -$3.83K -60 -1%
Brown Advisory
234
Brown Advisory
Maryland
$239K +$36.5K +573 +17%
WSFS
235
Wilmington Savings Fund Society
Delaware
$233K -$3.44K -54 -1%
HNWAG
236
High Net Worth Advisory Group
Florida
$229K
RZH
237
Relyea Zuckerberg Hanson
Connecticut
$229K
Russell Investments Group
238
Russell Investments Group
United Kingdom
$229K +$3.32K +52 +1%
GJIA
239
Glass Jacobson Investment Advisors
Maryland
$227K -$16.5K -258 -6%
DSA
240
Droms Strauss Advisors
Missouri
$224K
Jane Street
241
Jane Street
New York
$223K +$236K +3,703 New
OGF
242
Orin Green Financial
California
$220K -$232K -3,643 Closed
FAG
243
Fortitude Advisory Group
Washington
$219K
WCM
244
Windsor Capital Management
Arizona
$214K +$255 +4 +0.1%
TCG
245
Transcendent Capital Group
Oklahoma
$212K -$80.9K -1,268 -26%
Charles Schwab
246
Charles Schwab
California
$212K +$224K +3,513 New
SHJ
247
Sharkey, Howes & Javer
Colorado
$212K
PA
248
PFG Advisors
Arizona
$211K +$4.14K +65 +2%
PGFC
249
Peapack-Gladstone Financial Corp
New Jersey
$209K
PIFP
250
Partners in Financial Planning
Virginia
$208K

ICF Hedge Fund Activity: Q4 2024 in Review

371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2024, worth a combined $1.24B — down 13% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ICF positions and 23 closed out — a net gain of 25 holders — while 106 added to existing stakes and 110 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $8.52M. The largest seller was BlackRock, cutting an estimated $78.9M.

  • 371 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2024, up from 352 in Q3 2024.
  • Funds reported $1.24B of iShares Select U.S. REIT ETF stock for Q4 2024, down 13% quarter-over-quarter.
  • 48 funds opened new iShares Select U.S. REIT ETF positions in Q4 2024 and 23 closed out, a net change of +25 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $8.52M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2024 was BlackRock, an estimated $78.9M sold.

Based on aggregated 13F filings for Q4 2024.