We are live on ! Find out more
ICF icon

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
IPW
51
Intergy Private Wealth
Colorado
$6.38M +$5.92M +83,833 New
MWM
52
McNaughton Wealth Management
California
$6.21M +$149K +2,112 +3%
SWA
53
Sutton Wealth Advisors
Florida
$5.92M +$37.3K +528 +0.7%
AIA
54
Arrow Investment Advisors
Maryland
$5.89M -$351K -4,966 -6%
FIA
55
Foundations Investment Advisors
Arizona
$5.75M -$71.6K -1,013 -1%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$5.45M -$218K -3,085 -4%
CWM
57
CMH Wealth Management
New Hampshire
$4.57M +$4.24M +60,056 New
RJA
58
Raymond James & Associates
Florida
$4.41M +$486K +6,878 +13%
OCM
59
One Capital Management
California
$4.24M -$49.5K -701 -1%
FRA
60
Frank Rimerman Advisors
California
$4.24M +$225K +3,189 +6%
Jane Street
61
Jane Street
New York
$4.2M +$3.9M +55,233 New
HighTower Advisors
62
HighTower Advisors
Illinois
$3.82M +$1.03M +14,521 +41%
BAM
63
Belpointe Asset Management
Nevada
$3.79M -$13.1K -186 -0.4%
Stifel Financial
64
Stifel Financial
Missouri
$3.78M +$1.47M +20,864 +72%
DWM
65
Dakota Wealth Management
Florida
$3.72M -$249K -3,520 -7%
TCM
66
Twele Capital Management
Minnesota
$3.64M -$683K -9,665 -17%
FWM
67
Fortress Wealth Management
California
$3.36M +$3.12M +44,134 New
DWA
68
Dorsey Wright & Associates
California
$3.26M +$43.5K +615 +1%
PAG
69
Private Advisor Group
New Jersey
$3.21M -$204K -2,889 -6%
GM
70
GeoWealth Management
Illinois
$3.2M +$865K +12,233 +41%
MAWCM
71
Mine & Arao Wealth Creation & Management
California
$3.15M +$90.4K +1,279 +3%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$3.13M -$106K -1,500 -4%
WCM
73
Windham Capital Management
Massachusetts
$3.12M
AAS
74
Avantax Advisory Services
Texas
$3.1M -$129K -1,831 -4%
WA
75
Wambolt & Associates
Colorado
$3.09M -$139K -1,963 -5%

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.