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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
BOS
76
Bank of Stockton
California
$2.31M +$53.5K +839 +2%
CCWM
77
Cassaday & Co Wealth Management
Virginia
$2.26M -$7.91K -124 -0.3%
HIA
78
Harbor Investment Advisory
Maryland
$2.2M -$16.8K -264 -0.7%
Goldman Sachs
79
Goldman Sachs
New York
$2.14M -$122K -1,909 -5%
FRA
80
Frank Rimerman Advisors
California
$2.12M +$99.2K +1,555 +5%
SWM
81
Spire Wealth Management
Virginia
$2.07M – – –
CAAM
82
Cornerstone Advisors Asset Management
Pennsylvania
$2.04M +$507K +7,951 +31%
EFG
83
Elios Financial Group
Ohio
$2.03M +$1.47K +23 +0.1%
Kayne Anderson Rudnick Investment Management
84
Kayne Anderson Rudnick Investment Management
California
$2.03M -$46.6K -730 -2%
JE
85
JMAC Enterprises
Pennsylvania
$2.01M +$9.31K +146 +0.4%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$1.92M +$27.5K +431 +1%
FNC
87
First National Corp
Massachusetts
$1.92M +$86.8K +1,361 +4%
TNBTD
88
Trustmark National Bank Trust Department
Mississippi
$1.87M – – –
AIA
89
Arrow Investment Advisors
Maryland
$1.85M – – –
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$1.85M +$1.78M +27,932 +855%
PS
91
Principal Securities
Iowa
$1.8M +$137K +2,141 +8%
EWM
92
Evermay Wealth Management
Virginia
$1.7M -$878K -13,772 -33%
VFA
93
Valeo Financial Advisors
Indiana
$1.65M +$168K +2,640 +11%
WKSWA
94
White Knight Strategic Wealth Advisors
New Jersey
$1.65M +$856K +13,421 +96%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.63M -$593K -9,303 -26%
MWM
96
Mosley Wealth Management
California
$1.63M +$160K +2,506 +10%
B
97
Bailard
California
$1.6M +$85.1K +1,334 +5%
LSAG
98
Lake Street Advisors Group
New Hampshire
$1.57M – – –
PCA
99
Peddock Capital Advisors
Massachusetts
$1.54M -$158K -2,482 -9%
AWM
100
Avior Wealth Management
Nebraska
$1.52M +$9.88K +155 +0.6%
2 3
4
5 6

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.