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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
Goldman Sachs
76
Goldman Sachs
New York
$2.46M -$711K -11,382 -23%
HIA
77
Harbor Investment Advisory
Maryland
$2.42M +$125 +2 +0%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$2.4M +$506K +8,095 +29%
ATWA
79
Arbor Trust Wealth Advisors
Michigan
$2.34M
SWM
80
Spire Wealth Management
Virginia
$2.27M -$53K -848 -2%
Kayne Anderson Rudnick Investment Management
81
Kayne Anderson Rudnick Investment Management
California
$2.27M +$312 +5 +0%
EFG
82
Elios Financial Group
Ohio
$2.22M +$2.11M +33,719 New
FRA
83
Frank Rimerman Advisors
California
$2.21M
JE
84
JMAC Enterprises
Pennsylvania
$2.19M +$9.37K +150 +0.5%
MA
85
Mutual Advisors
Nebraska
$2.13M -$38K -608 -2%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$2.08M +$145K +2,324 +8%
TNBTD
87
Trustmark National Bank Trust Department
Mississippi
$2.04M
FNC
88
First National Corp
Massachusetts
$2.01M -$158K -2,534 -8%
SC
89
Savant Capital
Illinois
$1.89M +$361K +5,785 +25%
AIA
90
Arrow Investment Advisors
Maryland
$1.85M +$1.76M +28,108 New
PCA
91
Peddock Capital Advisors
Massachusetts
$1.85M +$504K +8,061 +40%
PS
92
Principal Securities
Iowa
$1.83M +$139K +2,231 +9%
RJA
93
Raymond James & Associates
Florida
$1.76M +$268K +4,294 +19%
Citigroup
94
Citigroup
New York
$1.76M +$370K +5,925 +29%
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$1.71M +$1.62M +26,013 New
LSAG
96
Lake Street Advisors Group
New Hampshire
$1.71M
CAAM
97
Cornerstone Advisors Asset Management
Pennsylvania
$1.71M -$50.4K -807 -3%
CIA
98
Capital Investment Advisors
Georgia
$1.7M -$34.8K -557 -2%
B
99
Bailard
California
$1.66M -$13.2K -211 -0.8%
IWM
100
IHT Wealth Management
Illinois
$1.66M -$18.5K -296 -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.