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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
Jones Financial Companies
301
Jones Financial Companies
Missouri
$40.8K +$25.4K +398 +143%
AssetMark Inc
302
AssetMark Inc
California
$37K +$39.2K +614 New
NRG
303
Nemes Rush Group
Michigan
$36.5K +$38.3K +600 +10,000%
BIM
304
Breakwater Investment Management
Washington
$34.3K
IA
305
IFP Advisors
Florida
$33.6K
EWP
306
Elevation Wealth Partners
California
$31.4K +$319 +5 +1%
CT
307
Coastline Trust
Rhode Island
$31.3K
CB
308
CNB Bank
Pennsylvania
$30.1K
BLC
309
Brown, Lisle/Cummings
Rhode Island
$27.6K +$255 +4 +0.9%
PMFA
310
Plante Moran Financial Advisors
Michigan
$27K
RPCA
311
Running Point Capital Advisors
California
$25.7K +$27.2K +427 New
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$24.4K
DF
313
Dunhill Financial
United Kingdom
$24.1K +$191 +3 +0.8%
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.9K +$25.3K +396 New
BA
315
Bristlecone Advisors
Washington
$23K +$191 +3 +0.8%
RPA
316
Redwood Park Advisors
California
$23K +$24.4K +382 New
AIM
317
Anchor Investment Management
South Carolina
$22.3K
AA
318
Ancora Advisors
Ohio
$21.2K
MSWA
319
Marshall & Sterling Wealth Advisors
New York
$20.8K +$22.1K +346 New
HR
320
Howe & Rusling
New York
$18.1K
PSB
321
Piscataqua Savings Bank
New Hampshire
$18.1K
RI
322
Ridgewood Investments
New Jersey
$17.5K
CSC
323
Caldwell Sutter Capital
California
$17.5K
SIM
324
Synergy Investment Management
Florida
$17.3K +$18.4K +288 New
AAP
325
Arax Advisory Partners
Colorado
$16.8K

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.