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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
VRM
351
Vectors Research Management
New York
$66K
HPC
352
HM Payson & Co
Maine
$65K
CWC
353
Carolinas Wealth Consulting
North Carolina
$64K
EW
354
Evoke Wealth
California
$61K
SIAP
355
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K
AF
356
Advisornet Financial
Minnesota
$56K +$495 +7 +1%
HIM
357
HawsGoodwin Investment Management
Tennessee
$52K
PMFA
358
Plante Moran Financial Advisors
Michigan
$52K
CA
359
CoreCap Advisors
Michigan
$47K +$43.7K +618 New
PSB
360
Piscataqua Savings Bank
New Hampshire
$46K
HS
361
Horan Securities
United States
$46K +$42.8K +606 New
CAAS
362
Capital Asset Advisory Services
Michigan
$45K
FRA
363
Front Row Advisors
California
$44K +$71 +1 +0.2%
AWM
364
Aspire Wealth Management
Massachusetts
$44K +$40.6K +574 New
TSWM
365
Tyler-Stone Wealth Management
Ohio
$44K +$41.1K +582 New
SAM
366
Strategic Asset Management
Minnesota
$41K +$212 +3 +0.6%
SJIM
367
St. Johns Investment Management
Florida
$37K
GWANC
368
Guardian Wealth Advisors (North Carolina)
North Carolina
$37K +$34.7K +491 New
GRP
369
Global Retirement Partners
California
$34K
RIM
370
Rockbridge Investment Management
New York
$34K
Qube Research & Technologies (QRT)
371
Qube Research & Technologies (QRT)
United Kingdom
$33K -$41.8K -592 -58%
BCM
372
Bourgeon Capital Management
Connecticut
$33K
BLC
373
Brown, Lisle/Cummings
Rhode Island
$32.1K +$29.8K +422 New
NOI
374
Newton One Investments
Delaware
$32K +$353 +5 +1%
AIM
375
Anchor Investment Management
South Carolina
$30.7K +$2.33K +33 +9%

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.