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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
MPCG
401
Matrix Private Capital Group
New York
$10K
AIC
402
Archer Investment Corporation
Indiana
$8.82K
CMBA
403
C.M. Bidwell & Associates
Hawaii
$8K
SFA
404
Semmax Financial Advisors
North Carolina
$8K +$71 +1 +1%
HI
405
Hudock Inc
Pennsylvania
$7K
TCWM
406
Total Clarity Wealth Management
Illinois
$5K
AWA
407
Aquire Wealth Advisors
Utah
$5K +$5.09K +72 New
CWP
408
Concord Wealth Partners
Virginia
$5K +$5.09K +72 New
AW
409
Avion Wealth
Texas
$3K
BWA
410
BDO Wealth Advisors
Florida
$3K
PCG
411
Private Capital Group
Connecticut
$2K
RK
412
Rather & Kittrell
Tennessee
$2K +$2.26K +32 New
GTAM
413
Global Trust Asset Management
Florida
$1K
IRC
414
Investors Research Corp
Georgia
$1K +$636 +9 New
WIM
415
Westside Investment Management
California
$746 -$11.4K -162 -2%
PS
416
Portfolio Strategies
New York
-$8.92M -136,360 Closed
GB
417
Gunma Bank
Japan
-$4.78M -73,000 Closed
SWM
418
Soundmark Wealth Management
Washington
-$1.13M -17,307 Closed
WP
419
WealthShield Partners
North Carolina
-$1.07M -16,328 Closed
BPC
420
Banque Pictet & Cie
Switzerland
-$635K -9,700 Closed
IFG
421
Independent Financial Group
California
-$315K -4,819 Closed
BWA
422
Beam Wealth Advisors
Louisiana
-$254K -3,882 Closed
AC
423
Addison Capital
Pennsylvania
-$253K -3,868 Closed
AP
424
Advisors Preferred
Maryland
-$134K -2,030 Closed
BC
425
Bartlett & Co
Ohio
-$105K -1,600 Closed

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.