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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
CB
251
Commerce Bank
Missouri
$349K +$33.9K +480 +12%
WCM
252
Windsor Capital Management
Arizona
$346K -$636 -9 -0.2%
SHJ
253
Sharkey, Howes & Javer
Colorado
$343K
CAG
254
Csenge Advisory Group
Florida
$340K
Fidelity Investments
255
Fidelity Investments
Massachusetts
$336K -$21.9K -310 -7%
SS
256
Sunbelt Securities
Texas
$334K +$85K +1,203 +32%
FFN
257
Focus Financial Network
Minnesota
$333K -$2.83K -40 -0.9%
BA
258
Bridge Advisory
California
$329K +$305K +4,321 New
HIG
259
Heritage Investment Group
Florida
$322K +$300K +4,238 New
CI
260
Cordant Inc
Oregon
$317K
PAS
261
Park Avenue Securities
New York
$316K -$3.6K -51 -1%
KA
262
Klingman & Associates
New York
$308K
AIA
263
Arbor Investment Advisors
North Carolina
$307K -$47.8K -676 -14%
CG
264
Cutler Group
California
$306K +$249K +3,524 +695%
CBN
265
Cadence Bank NA
Texas
$304K
TDWM
266
Topel & Distasi Wealth Management
California
$302K +$280K +3,963 New
UCFA
267
United Capital Financial Advisors
Texas
$300K -$29.1K -412 -9%
DL
268
DOHJ LLC
Washington
$299K -$8.62K -122 -3%
BF
269
BOK Financial
Oklahoma
$298K -$6.71K -95 -2%
WIC
270
Whitegate Investment Counselors
New Hampshire
$294K -$33.6K -475 -11%
DSA
271
Droms Strauss Advisors
Missouri
$283K
WSTAM
272
Wilbanks Smith & Thomas Asset Management
Virginia
$282K -$707 -10 -0.3%
TRCT
273
Tower Research Capital (TRC)
New York
$281K -$439K -6,205 -60%
OGF
274
Orin Green Financial
California
$281K
HHRDM
275
H&H Retirement Design & Management
Nevada
$276K -$3M -42,434 -91%

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.