iShares Select U.S. REIT ETF
342 hedge funds and large institutions have $1.38B invested in iShares Select U.S. REIT ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 126 reducing their positions, and 26 closing their positions.
250% more call options, than puts
Call options by funds: $42K | Put options by funds: $12K
104% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 26
18% more capital invested
Capital invested by funds: $1.17B → $1.38B (+$210M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
7% more funds holding
Funds holding: 321 → 342 (+21)
5.3% more ownership
Funds ownership: 58.82% → 64.13% (+5.3%)
29% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$77.1M |
| 2 |
JP Morgan Chase
New York
|
+$28.8M |
| 3 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
+$13.7M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$12M |
| 5 |
Cerity Partners
New York
|
+$7.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWM
Cassaday & Co Wealth Management
Mclean,
Virginia
|
-$81.3M |
| 2 |
BlackRock
New York
|
-$47.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.1M |
| 4 |
AC
AWM Capital
Phoenix,
Arizona
|
-$3.73M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.67M |
ICF Hedge Fund Activity: Q4 2023 in Review
342 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2023, worth a combined $1.38B — up 18% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new ICF positions and 26 closed out — a net gain of 27 holders — while 89 added to existing stakes and 126 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $77.1M. The largest seller was Cassaday & Co Wealth Management, cutting an estimated $81.3M.
- 342 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2023, up from 321 in Q3 2023.
- Funds reported $1.38B of iShares Select U.S. REIT ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 53 funds opened new iShares Select U.S. REIT ETF positions in Q4 2023 and 26 closed out, a net change of +27 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q4 2023 was Morgan Stanley, an estimated $77.1M added.
- The largest iShares Select U.S. REIT ETF seller in Q4 2023 was Cassaday & Co Wealth Management, an estimated $81.3M sold.
Based on aggregated 13F filings for Q4 2023.