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iShares Select U.S. REIT ETF

399 hedge funds and large institutions have $1.61B invested in iShares Select U.S. REIT ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $1.24M

24% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 113

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.08% more ownership

Funds ownership: 55.29%56.37% (+1.1%)

1% less capital invested

Capital invested by funds: $1.64B → $1.61B (-$24.5M)

4% less funds holding

Funds holding: 416399 (-17)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
399
Holders Change
-17
Holders Change %
-4.09%
% of All Funds
6.29%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
30
Increased
140
Reduced
113
Closed
42
Calls
$4.05M
Puts
$1.24M
Net Calls
+$2.81M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$16.5M -$519K -7,531 -3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$16.4M -$103K -1,502 -0.6%
UBS Group
28
UBS Group
Switzerland
$14.4M -$1.95M -28,253 -12%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$13.3M +$1.69M +24,543 +15%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$12.5M +$358K +5,204 +3%
FMLI
31
Fukoku Mutual Life Insurance
Japan
$12.4M
MA
32
MUFG Americas
New York
$12.1M -$6.2K -90 -0.1%
Cerity Partners
33
Cerity Partners
New York
$11.2M -$190K -2,757 -2%
IA
34
IFG Advisors
Missouri
$10.4M -$12.4K -180 -0.1%
BP
35
Ballentine Partners
Massachusetts
$9.56M
HighTower Advisors
36
HighTower Advisors
Illinois
$9.54M +$5.79M +84,125 +168%
AWS
37
Atria Wealth Solutions
New York
$9.34M +$9.06M +131,591 New
IPW
38
Intergy Private Wealth
Colorado
$9.27M +$3.21M +46,637 +56%
BFP
39
Brewster Financial Planning
New York
$8.84M +$21.9K +318 +0.3%
EVM
40
Eaton Vance Management
Massachusetts
$8.71M -$34.4K -500 -0.4%
FT
41
Fiduciary Trust
Massachusetts
$8.43M -$168K -2,435 -2%
LNC
42
Lincoln National Corp
Pennsylvania
$8.06M +$1.1M +15,967 +16%
BOS
43
Bank of Stockton
California
$7.56M +$306K +4,446 +4%
TNBTD
44
Trustmark National Bank Trust Department
Mississippi
$7.53M
AMG
45
Asset Management Group
Connecticut
$7.4M +$118K +1,712 +2%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$7.38M +$212K +3,072 +3%
SAM
47
Stone Asset Management
Texas
$7.24M +$260K +3,777 +4%
Mariner
48
Mariner
Kansas
$7.15M +$100K +1,459 +1%
Northern Trust
49
Northern Trust
Illinois
$6.83M -$2.34K -34 -0%
AIA
50
Arrow Investment Advisors
Maryland
$6.81M +$1.27M +18,455 +24%

ICF Hedge Fund Activity: Q1 2022 in Review

399 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2022, worth a combined $1.61B — down 1.5% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ICF and 30 opened new positions — a net loss of 12 holders — while 113 trimmed existing stakes and 140 added.

The largest buyer was Bank of America, adding an estimated $36.1M. The largest seller was Jane Street, exiting entirely with an estimated $4.2M sold.

  • 399 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $1.61B of iShares Select U.S. REIT ETF stock for Q1 2022, down 1.5% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2022 and 42 closed out, a net change of -12 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2022 was Bank of America, an estimated $36.1M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2022 was Jane Street, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2022.