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
William Blair & Company
276
William Blair & Company
Illinois
$274K -$9.61K -136 -4%
AAS
277
Ameritas Advisory Services
Nebraska
$273K +$253K +3,582 New
TPCW
278
TD Private Client Wealth
New York
$271K -$1.91K -27 -0.8%
HAS
279
HBW Advisory Services
California
$270K +$1.06K +15 +0.4%
PGFC
280
Peapack-Gladstone Financial Corp
New Jersey
$263K
AWE
281
Avidian Wealth Enterprises
Texas
$262K +$244K +3,446 New
NSIM
282
North Star Investment Management
Illinois
$259K
CPA
283
Cardiff Park Advisors
California
$259K +$240K +3,400 New
SWM
284
Silverlake Wealth Management
Vermont
$259K +$240K +3,399 New
OC
285
Oarsman Capital
Wisconsin
$256K +$19.1K +270 +9%
RJT
286
Raymond James Trust
Florida
$251K +$233K +3,298 New
OIA
287
OneDigital Investment Advisors
Kansas
$250K -$28.3K -400 -11%
WB
288
WesBanco Bank
West Virginia
$245K
EWM
289
Empirical Wealth Management
Washington
$245K +$227K +3,218 New
AAM
290
Autus Asset Management
Arizona
$242K -$3.96K -56 -2%
HNB
291
Huntington National Bank
Ohio
$242K
AWM
292
Avaii Wealth Management
Wisconsin
$242K +$225K +3,183 New
SB
293
Simmons Bank
Arkansas
$240K
SSB
294
Sandy Spring Bank
Maryland
$236K +$13.2K +187 +6%
LK
295
Lumbard & Kellner
New Hampshire
$234K
PS
296
Planned Solutions
California
$233K +$216K +3,056 New
AWM
297
Axxcess Wealth Management
California
$233K +$217K +3,065 New
FFA
298
First Foundation Advisors
California
$232K +$216K +3,050 New
3LCM
299
3D/L Capital Management
Connecticut
$230K +$214K +3,021 New
PIFP
300
Partners in Financial Planning
Virginia
$230K

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.