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iShares Select U.S. REIT ETF

352 hedge funds and large institutions have $1.42B invested in iShares Select U.S. REIT ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 119 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

705% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $257K

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $1.22B → $1.42B (+$198M)

6% more funds holding

Funds holding: 331352 (+21)

2.14% more ownership

Funds ownership: 60.22%62.36% (+2.1%)

28% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 119

Holders
352
Holders Change
+21
Holders Change %
+6.34%
% of All Funds
5.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
45
Increased
86
Reduced
119
Closed
20
Calls
$2.07M
Puts
$257K
Net Calls
+$1.81M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
26
Cullen/Frost Bankers
Texas
$14M -$14.4M -230,866 -52%
AC
27
AWM Capital
Arizona
$13.8M +$1.35M +21,536 +11%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$13.3M +$12.6M +201,458 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$13.1M -$275K -4,404 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$12.2M -$134K -2,146 -1%
HighTower Advisors
31
HighTower Advisors
Illinois
$12.1M +$2.71M +43,435 +31%
FMLI
32
Fukoku Mutual Life Insurance
Japan
$11.5M
UBS Group
33
UBS Group
Switzerland
$10.5M -$299K -4,793 -3%
WHCFA
34
William Howard & Co Financial Advisors
Tennessee
$10.5M +$135K +2,161 +1%
Ameriprise
35
Ameriprise
Minnesota
$10.1M +$314K +5,026 +3%
Mariner
36
Mariner
Kansas
$9.98M +$136K +2,178 +1%
BFP
37
Brewster Financial Planning
New York
$9.54M +$31.4K +502 +0.3%
CA
38
Cambridge Associates
Massachusetts
$9.31M +$8.83M +141,329 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$9.16M -$796K -12,739 -8%
BP
40
Ballentine Partners
Massachusetts
$8.69M
US Bancorp
41
US Bancorp
Minnesota
$8.45M -$66K -1,057 -0.8%
MWM
42
McNaughton Wealth Management
California
$7.92M +$184K +2,938 +3%
TIAA Trust, National Association
43
TIAA Trust, National Association
North Carolina
$7.56M -$109K -1,739 -1%
MGIA
44
Moneta Group Investment Advisors
Missouri
$7.35M -$107K -1,718 -2%
GFS
45
GYL Financial Synergies
Connecticut
$7.29M -$18.8K -301 -0.3%
SERBOO
46
School Employees Retirement Board of Ohio
Ohio
$6.97M +$6.6M +105,689 New
Northern Trust
47
Northern Trust
Illinois
$6.87M -$196K -3,130 -3%
Cerity Partners
48
Cerity Partners
New York
$6.62M -$1.68M -26,897 -21%
Corient Private Wealth
49
Corient Private Wealth
Florida
$6.61M -$3.31K -53 -0%
AMG
50
Asset Management Group
Connecticut
$6.52M -$197K -3,155 -3%

ICF Hedge Fund Activity: Q3 2024 in Review

352 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q3 2024, worth a combined $1.42B — up 16% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ICF positions and 20 closed out — a net gain of 25 holders — while 86 added to existing stakes and 119 trimmed.

The largest buyer was National Bank of Canada, opening a new position worth an estimated $12.6M. The largest seller was Cullen/Frost Bankers, cutting an estimated $14.4M.

  • 352 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q3 2024, up from 331 in Q2 2024.
  • Funds reported $1.42B of iShares Select U.S. REIT ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 45 funds opened new iShares Select U.S. REIT ETF positions in Q3 2024 and 20 closed out, a net change of +25 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q3 2024 was National Bank of Canada, an estimated $12.6M added.
  • The largest iShares Select U.S. REIT ETF seller in Q3 2024 was Cullen/Frost Bankers, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2024.