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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
KA
251
Klingman & Associates
New York
$206K +$195K +3,120 New
AWM
252
Avaii Wealth Management
Wisconsin
$204K +$193K +3,092 New
SWA
253
Strata Wealth Advisors
Texas
$202K +$191K +3,060 New
GWM
254
Geneos Wealth Management
Colorado
$185K +$45.9K +735 +35%
PWMG
255
Private Wealth Management Group
New Jersey
$183K +$68.7K +1,100 +66%
CAL
256
Capital Advisors Ltd
Ohio
$167K
Fidelity Investments
257
Fidelity Investments
Massachusetts
$166K +$8.68K +139 +6%
Franklin Resources
258
Franklin Resources
California
$161K
CA
259
Continuum Advisory
Idaho
$144K
PA
260
Parallel Advisors
California
$143K
NS
261
NBC Securities
Alabama
$141K +$250 +4 +0.2%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$138K +$83.9K +1,343 +170%
William Blair & Company
263
William Blair & Company
Illinois
$133K -$77.5K -1,240 -38%
LFG
264
Larson Financial Group
Missouri
$126K +$125 +2 +0.1%
OC
265
Oarsman Capital
Wisconsin
$126K +$119K +1,905 New
MFT
266
Moisand Fitzgerald Tamayo
Florida
$119K
AF
267
Advisornet Financial
Minnesota
$109K +$250 +4 +0.2%
BF
268
BOK Financial
Oklahoma
$108K +$105K +1,678 New
OWP
269
ORG Wealth Partners
Texas
$108K +$102K +1,636 New
CP
270
Castleview Partners
Texas
$107K -$2.56K -41 -2%
LWANC
271
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K +$62 +1 +0.1%
WT
272
Whittier Trust
California
$105K
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K +$98.5K +1,576 New
AF
274
Allworth Financial
California
$99.1K
PWA
275
Provenance Wealth Advisors
Florida
$92.3K

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.