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.
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: 7 → 11 (+4)
25% more capital invested
Capital invested by funds: $1.3B → $1.64B (+$331M)
17% more funds holding
Funds holding: 355 → 416 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.34M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$6.13M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.39M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.53M |
| 5 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
+$4.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$69.1M |
| 2 |
BlackRock
New York
|
-$9.66M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
-$8.92M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.8M |
| 5 |
GB
Gunma Bank
Gunma,
Japan
|
-$4.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCWM
426
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$105K | -1,600 | Closed |
|
|
GPA
427
Guidance Point Advisors
Wellesley,
Massachusetts
| – | -$85K | -1,301 | Closed |
|
|
LDFR
428
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| – | -$52K | -800 | Closed |
|
429
Bessemer Group
Woodbridge,
New Jersey
| – | -$47K | -722 | Closed |
|
430
Barclays
London,
United Kingdom
| – | -$34K | -526 | Closed |
|
|
APWA
431
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$16K | -250 | Closed |
|
|
IF
432
Ironwood Financial
Tucson,
Arizona
| – | -$13K | -200 | Closed |
|
|
CFA
433
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$1.13K | -16 | -55% |
|
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.