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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
LWANC
276
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K +$64 +1 +0.1%
WT
277
Whittier Trust
California
$95.6K
JFGIW
278
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95.5K
AF
279
Allworth Financial
California
$90.9K
DIP
280
DT Investment Partners
Pennsylvania
$90.4K -$265K -4,154 -73%
PWA
281
Provenance Wealth Advisors
Florida
$84.4K
CFO
282
CVA Family Office
Colorado
$81K +$191 +3 +0.2%
NB
283
NBT Bank
New York
$80.4K
SPIA
284
Steward Partners Investment Advisory
New York
$80.3K
LFG
285
Larson Financial Group
Missouri
$77.4K -$40.4K -634 -33%
BONH
286
Bank of New Hampshire
New Hampshire
$69.3K
FFA
287
Founders Financial Alliance
North Carolina
$63.7K +$574 +9 +0.9%
GRP
288
Global Retirement Partners
California
$62.9K +$191 +3 +0.3%
CFGS
289
Concourse Financial Group Securities
Alabama
$62.1K
BCWM
290
Bartlett & Co Wealth Management
Ohio
$60.3K
BFO
291
Biltmore Family Office
North Carolina
$60.3K
MCM
292
Manchester Capital Management
Vermont
$60.3K
JFG
293
JDM Financial Group
Texas
$59.1K
HI
294
Harbour Investments
Wisconsin
$54.4K +$12K +188 +26%
GWANC
295
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.7K
HPC
296
HM Payson & Co
Maine
$51.2K
FFA
297
Farther Finance Advisors
California
$50.7K -$6.38K -100 -11%
AW
298
Avion Wealth
Texas
$45K
FHA
299
First Horizon Advisors
Tennessee
$44.6K +$383 +6 +0.8%
LDB
300
Lee, Danner & Bass
Tennessee
$41K +$43.4K +680 New

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.