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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
GC
51
Garde Capital
Washington
$6.11M -$459K -7,341 -7%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$6.09M -$85.1K -1,363 -1%
CWG
53
Cornerstone Wealth Group
North Carolina
$5.83M -$132K -2,119 -2%
IFS
54
Ifrah Financial Services
Arkansas
$5.74M -$111K -1,773 -2%
CAM
55
Cresset Asset Management
Illinois
$5.58M -$157K -2,511 -3%
AWS
56
Atria Wealth Solutions
New York
$5.36M -$68.8K -1,102 -1%
AAS
57
Avantax Advisory Services
Texas
$5.32M +$76.8K +1,229 +2%
PAG
58
Private Advisor Group
New Jersey
$5.18M +$253K +4,046 +5%
TFF
59
The Family Firm
Maryland
$4.84M -$264K -4,223 -5%
FT
60
Fiduciary Trust
Massachusetts
$4.67M -$67.9K -1,087 -2%
PSCM
61
Per Stirling Capital Management
Texas
$4.07M +$669K +10,707 +21%
EH
62
Equitable Holdings
New York
$3.67M +$85.7K +1,372 +3%
BAM
63
Belpointe Asset Management
Nevada
$3.44M -$50K -800 -2%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$3.43M +$108K +1,721 +3%
SWA
65
SOA Wealth Advisors
New York
$3.31M +$178K +2,856 +6%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$3.15M +$123K +1,973 +4%
DADC
67
D.A. Davidson & Co
Montana
$3.08M +$41.9K +671 +1%
PFA
68
Pinnacle Family Advisors
Missouri
$2.99M +$2.83M +45,295 New
MAWCM
69
Mine & Arao Wealth Creation & Management
California
$2.77M -$71.5K -1,144 -3%
EWM
70
Evermay Wealth Management
Virginia
$2.77M -$44.4K -711 -2%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$2.72M +$49.2K +788 +2%
Comerica Bank
72
Comerica Bank
Texas
$2.71M -$142K -2,272 -5%
MPPLM
73
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.67M +$2.53M +40,450 New
CCWM
74
Cassaday & Co Wealth Management
Virginia
$2.48M
BOS
75
Bank of Stockton
California
$2.48M +$33.1K +530 +1%

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.