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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
CPIG
301
Chicago Partners Investment Group
Illinois
$225K +$18.7K +265 +8%
FNT
302
First National Trust
Pennsylvania
$222K +$207K +2,924 New
EE
303
EWG Elevate
California
$220K +$204K +2,887 New
SFI
304
SPC Financial Inc
Maryland
$220K +$204K +2,889 New
PCA
305
Personal Capital Advisors
California
$220K +$204K +2,892 New
FWM
306
Frontier Wealth Management
Missouri
$217K +$201K +2,849 New
CCM
307
Colorado Capital Management
Colorado
$213K +$197K +2,789 New
HNWAG
308
High Net Worth Advisory Group
Florida
$213K +$198K +2,800 New
IFA
309
Index Fund Advisors
California
$213K +$198K +2,800 New
JWM
310
Janiczek Wealth Management
Colorado
$212K
MFG
311
Magnus Financial Group
New York
$212K +$197K +2,787 New
CFGS
312
Concourse Financial Group Securities
Alabama
$207K
RWA
313
Ropes Wealth Advisors
Massachusetts
$207K +$192K +2,720 New
CFA
314
Cahill Financial Advisors
Minnesota
$206K -$2.9K -41 -1%
KAM
315
Kraft Asset Management
Tennessee
$206K +$191K +2,708 New
MLL
316
Moody Lynn & Lieberson
Massachusetts
$206K +$192K +2,710 New
CC
317
Courier Capital
New York
$203K +$188K +2,662 New
NEWAS
318
N.E.W. Advisory Services
Wisconsin
$203K +$189K +2,670 New
MFGM
319
Marshall Financial Group (Maryland)
Maryland
$201K -$597K -8,446 -76%
SXL
320
Summit X LLC
Missouri
$201K +$186K +2,633 New
WCWM
321
Willow Creek Wealth Management
California
$200K +$186K +2,634 New
Franklin Resources
322
Franklin Resources
California
$190K
SWM
323
Selective Wealth Management
Virginia
$167K +$76K +1,075 +95%
GWM
324
Geneos Wealth Management
Colorado
$162K -$20.6K -292 -12%
HFA
325
HC Financial Advisors
California
$157K

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.