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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
CA
326
Clearstead Advisors
Ohio
$152K
WFS
327
Widmann Financial Services
Maryland
$147K +$137K +1,936 New
COCM
328
Charter Oak Capital Management
New Hampshire
$142K +$424 +6 +0.3%
FHA
329
First Horizon Advisors
Tennessee
$139K +$353 +5 +0.3%
APA
330
American Portfolios Advisors
New York
$139K +$10.6K +150 +9%
MFT
331
Moisand Fitzgerald Tamayo
Florida
$137K
PB
332
Pinnacle Bancorp
Nebraska
$136K
FFA
333
Founders Financial Alliance
North Carolina
$126K +$495 +7 +0.4%
WT
334
Whittier Trust
California
$121K
IA
335
IFP Advisors
Florida
$107K +$12.4K +175 +14%
GT
336
Glenmede Trust
Pennsylvania
$103K +$91.9K +1,301 +2,033%
CFO
337
CVA Family Office
Colorado
$100K +$11.4K +162 +14%
DSC
338
Duncker Streett & Co
Missouri
$99K -$3.32K -47 -3%
MCM
339
MV Capital Management
Maryland
$97K
Cohen & Steers
340
Cohen & Steers
New York
$93K +$86.5K +1,224 New
SWA
341
SOA Wealth Advisors
New York
$88K +$212 +3 +0.3%
CSWM
342
Cassady Schiller Wealth Management
Ohio
$88K +$81.4K +1,152 New
CAL
343
Capital Analysts LLC
Pennsylvania
$86K
IFA
344
Interactive Financial Advisors
Illinois
$85K -$212 -3 -0.3%
PP
345
Pacifica Partners
Canada
$82K +$79.3K +1,122 New
ME
346
McIlrath & Eck
Washington
$77K -$4.24K -60 -6%
BFO
347
Biltmore Family Office
North Carolina
$76K
BFG
348
Baron Financial Group
New Jersey
$74.7K
Deutsche Bank
349
Deutsche Bank
Germany
$74K
CIA
350
Choate Investment Advisors
Massachusetts
$71K +$45.9K +650 +234%

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.