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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$17.7M +$247K +3,497 +2%
UBS Group
27
UBS Group
Switzerland
$17.6M +$5.39M +76,302 +49%
Osaic Holdings
28
Osaic Holdings
Arizona
$15.2M -$8.8M -124,447 -38%
FMLI
29
Fukoku Mutual Life Insurance
Japan
$13.2M
MA
30
MUFG Americas
New York
$13M +$42.3K +599 +0.4%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$13M +$12.1M +170,648 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$12.4M +$534K +7,557 +5%
Cerity Partners
33
Cerity Partners
New York
$12.2M +$567K +8,026 +5%
IA
34
IFG Advisors
Missouri
$11.2M -$25.7K -363 -0.2%
BP
35
Ballentine Partners
Massachusetts
$10.2M
BFP
36
Brewster Financial Planning
New York
$9.45M +$8.78M +124,225 New
EVM
37
Eaton Vance Management
Massachusetts
$9.37M -$88.3K -1,250 -1%
FT
38
Fiduciary Trust
Massachusetts
$9.22M -$41.4K -586 -0.5%
Goldman Sachs
39
Goldman Sachs
New York
$8.52M +$163K +2,311 +2%
TNBTD
40
Trustmark National Bank Trust Department
Mississippi
$8.06M
AMG
41
Asset Management Group
Connecticut
$7.8M -$9.4K -133 -0.1%
BOS
42
Bank of Stockton
California
$7.76M +$601K +8,500 +9%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$7.67M +$73.8K +1,044 +1%
Mariner
44
Mariner
Kansas
$7.55M +$463K +6,552 +7%
SAM
45
Stone Asset Management
Texas
$7.46M +$6.93M +98,125 New
LNC
46
Lincoln National Corp
Pennsylvania
$7.42M +$1.69M +23,908 +32%
Northern Trust
47
Northern Trust
Illinois
$7.32M +$425K +6,010 +7%
IFS
48
Ifrah Financial Services
Arkansas
$7.03M -$18.8K -266 -0.3%
BIP
49
Blueprint Investment Partners
North Carolina
$6.6M +$6.13M +86,701 New
MGIA
50
Moneta Group Investment Advisors
Missouri
$6.51M +$318K +4,498 +6%

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.