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iShares Select U.S. REIT ETF
ICF

371 hedge funds and large institutions have $1.24B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

5% more funds holding

Funds holding: 352 → 371 (+19)

0.49% more ownership

Funds ownership: 62.36% → 62.86% (+0.49%)

4% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 110

13% less capital invested

Capital invested by funds: $1.42B → $1.24B (-$177M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
371
Holders Change
+19
Holders Change %
+5.4%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
48
Increased
106
Reduced
110
Closed
23
Calls
$1.88M
Puts
–
Net Calls
+$1.88M
Net Calls Change
+$67K

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$8.52M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$7.2M
3
Morgan Stanley
Morgan Stanley
New York
+$4.44M
4
FIA
Foundations Investment Advisors
Arizona
+$3.49M
5
IWP
Innova Wealth Partners
Pennsylvania
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$78.9M
2
CA
Cambridge Associates
Massachusetts
-$9.31M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.1M
4
PAG
Private Advisor Group
New Jersey
-$4.15M
5
Cerity Partners
Cerity Partners
New York
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Garde Capital
Washington
$5.43M -$169K -2,645 -3%
CWG
52
Cornerstone Wealth Group
North Carolina
$5.29M -$46K -722 -0.8%
IFS
53
Ifrah Financial Services
Arkansas
$5.24M -$11.5K -180 -0.2%
CAM
54
Cresset Asset Management
Illinois
$4.91M -$210K -3,287 -4%
TFF
55
The Family Firm
Maryland
$4.7M +$290K +4,547 +6%
AAS
56
Avantax Advisory Services
Texas
$4.5M -$386K -6,054 -8%
AWS
57
Atria Wealth Solutions
New York
$4.4M -$536K -8,398 -10%
FT
58
Fiduciary Trust
Massachusetts
$4.13M -$146K -2,286 -3%
PSCM
59
Per Stirling Capital Management
Texas
$3.61M -$119K -1,873 -3%
ATWA
60
Arbor Trust Wealth Advisors
Michigan
$3.58M +$1.19M +18,597 +46%
EH
61
Equitable Holdings
New York
$3.44M +$95.3K +1,494 +3%
BAM
62
Belpointe Asset Management
Nevada
$3.39M +$12K +188 +0.4%
SWA
63
SOA Wealth Advisors
New York
$3.13M +$116K +1,824 +4%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$3.03M -$114K -1,781 -3%
PFA
65
Pinnacle Family Advisors
Missouri
$2.87M +$147K +2,302 +5%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$2.8M -$84.4K -1,323 -3%
Cerity Partners
67
Cerity Partners
New York
$2.79M -$3.46M -54,182 -54%
IWP
68
Innova Wealth Partners
Pennsylvania
$2.73M +$2.89M +45,277 New
QC
69
Quadrature Capital
United Kingdom
$2.67M +$2.82M +44,283 New
DADC
70
D.A. Davidson & Co
Montana
$2.58M -$240K -3,768 -8%
MPPLM
71
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.52M +$85.6K +1,343 +3%
Comerica Bank
72
Comerica Bank
Texas
$2.51M +$36.4K +570 +1%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$2.48M -$10.7K -168 -0.4%
MAWCM
74
Mine & Arao Wealth Creation & Management
California
$2.4M -$138K -2,158 -5%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$2.36M +$1.53M +23,946 +158%
1 2
3
4 5

ICF Hedge Fund Activity: Q4 2024 in Review

371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2024, worth a combined $1.24B — down 13% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ICF positions and 23 closed out — a net gain of 25 holders — while 106 added to existing stakes and 110 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $8.52M. The largest seller was BlackRock, cutting an estimated $78.9M.

  • 371 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2024, up from 352 in Q3 2024.
  • Funds reported $1.24B of iShares Select U.S. REIT ETF stock for Q4 2024, down 13% quarter-over-quarter.
  • 48 funds opened new iShares Select U.S. REIT ETF positions in Q4 2024 and 23 closed out, a net change of +25 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $8.52M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2024 was BlackRock, an estimated $78.9M sold.

Based on aggregated 13F filings for Q4 2024.