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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
CIA
76
Capital Investment Advisors
Georgia
$2.96M -$108K -1,528 -4%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$2.89M +$2.9K +41 +0.1%
Kayne Anderson Rudnick Investment Management
78
Kayne Anderson Rudnick Investment Management
California
$2.88M +$2.76K +39 +0.1%
RMC
79
Regis Management Company
California
$2.86M
TFF
80
The Family Firm
Maryland
$2.85M +$707 +10 +0%
HFW
81
Horizon Family Wealth
Illinois
$2.85M +$2.64M +37,403 New
MPPLM
82
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.79M +$667K +9,434 +35%
IWM
83
IHT Wealth Management
Illinois
$2.76M +$132K +1,869 +5%
VIA
84
Vickerman Investment Advisors
Washington
$2.62M -$107K -1,509 -4%
Citigroup
85
Citigroup
New York
$2.62M -$102K -1,450 -4%
NA
86
NewEdge Advisors
Louisiana
$2.57M +$390K +5,524 +20%
AWM
87
Avior Wealth Management
Nebraska
$2.57M -$203K -2,879 -8%
GC
88
Garde Capital
Washington
$2.48M +$365K +5,160 +19%
TTWM
89
TCV Trust & Wealth Management
Virginia
$2.47M -$24.7K -350 -1%
B
90
Bailard
California
$2.41M +$127K +1,796 +6%
HIA
91
Harbor Investment Advisory
Maryland
$2.37M -$6.29K -89 -0.3%
FSA
92
Financial Services Advisory
Maryland
$2.3M -$1.48M -20,884 -41%
VCM
93
Vivaldi Capital Management
Illinois
$2.25M +$54.3K +769 +3%
JE
94
JMAC Enterprises
Pennsylvania
$2.23M +$2.31M +32,615 New
SIC
95
Sigma Investment Counselors
Michigan
$2.17M -$40.9K -579 -2%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$2.09M +$64.4K +911 +3%
MA
97
Mutual Advisors
Nebraska
$2.07M +$12.7K +179 +0.7%
CAN
98
Cetera Advisor Networks
California
$2.02M -$134K -1,901 -7%
Citadel Advisors
99
Citadel Advisors
Florida
$2.01M +$1.87M +26,477 New
MG
100
McCutchen Group
Washington
$1.98M

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.