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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
CWM
351
Centricity Wealth Management
Ohio
$5.3K +$5.61K +88 New
AIC
352
Archer Investment Corporation
Indiana
$4.82K -$2.3K -36 -31%
PS
353
Pinney & Scofield
Massachusetts
$4.7K +$4.97K +78 New
CWP
354
Concord Wealth Partners
Virginia
$4.34K
IRC
355
Investors Research Corp
Georgia
$4.34K +$255 +4 +6%
BBHC
356
Brown Brothers Harriman & Co
New York
$4.16K +$4.4K +69 New
RWM
357
Rialto Wealth Management
New York
$3.56K +$3.76K +59 New
RFA
358
Register Financial Advisors
Georgia
$3.13K
RFA
359
Reyes Financial Architecture
California
$3.13K +$3.32K +52 New
EWA
360
EverSource Wealth Advisors
Alabama
$2.65K +$2.81K +44 New
BIG
361
Brooklyn Investment Group
New York
$2.6K +$2.81K +44 New
GM
362
GeoWealth Management
Illinois
$2.47K -$1.53K -24 -37%
CIAS
363
Capital Investment Advisory Services
North Carolina
$2.41K
CAS
364
Coppell Advisory Solutions
Texas
$2.33K
DJSG
365
D.J. St. Germain
Massachusetts
$2.11K
TRCT
366
Tower Research Capital (TRC)
New York
$2.05K -$86.3K -1,353 -98%
BC
367
Broadwater Capital
Massachusetts
$1.21K
GTAM
368
Global Trust Asset Management
Florida
$603
SIS
369
Sound Income Strategies
Florida
$422 +$446 +7 New
NS
370
NBC Securities
Alabama
$128 -$137K -2,145 -100%
FFA
371
Frazier Financial Advisors
Ohio
$126
KFI
372
Key Financial Inc
Pennsylvania
$121
CAM
373
Creekmur Asset Management
Illinois
$52
CA
374
Cambridge Associates
Massachusetts
-$9.31M -141,329 Closed
CIA
375
Choate Investment Advisors
Massachusetts
-$1.4M -21,243 Closed

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.