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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
EWA
101
EP Wealth Advisors
California
$1.98M +$1.17M +16,497 +173%
LSAG
102
Lake Street Advisors Group
New Hampshire
$1.98M
Simplex Trading
103
Simplex Trading
Illinois
$1.96M +$574K +8,126 +46%
EH
104
Equitable Holdings
New York
$1.91M +$15.1K +214 +0.9%
DADC
105
D.A. Davidson & Co
Montana
$1.89M +$216K +3,059 +14%
BAG
106
Briggs Advisory Group
Rhode Island
$1.85M +$1.72M +24,335 New
MI
107
Moneywise Inc
Virginia
$1.84M -$427K -6,037 -20%
B
108
Bridgeworth
Alabama
$1.81M -$2.83K -40 -0.2%
US Bancorp
109
US Bancorp
Minnesota
$1.81M +$138K +1,953 +9%
SGK
110
Steigerwald Gordon & Koch
Virginia
$1.79M -$21.2K -300 -1%
BBNA
111
Bremer Bank National Association
Minnesota
$1.79M -$7.14K -101 -0.4%
SFG
112
Sowa Financial Group
Rhode Island
$1.78M -$15.3K -216 -0.9%
FC
113
FCA Corp
Texas
$1.78M -$218K -3,089 -12%
JA
114
JVL Associates
Michigan
$1.76M
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$1.71M -$20.1K -284 -1%
SFS
116
Sowell Financial Services
Arkansas
$1.69M -$32K -453 -2%
IWP
117
Innova Wealth Partners
Pennsylvania
$1.62M -$2.82M -39,964 -65%
Wolverine Trading
118
Wolverine Trading
Illinois
$1.61M +$891K +12,607 +147%
FIG
119
FundX Investment Group
California
$1.56M +$1.45M +20,520 New
MWM
120
Modera Wealth Management
New Jersey
$1.55M -$17.6K -249 -1%
MML Investors Services
121
MML Investors Services
Massachusetts
$1.54M +$31.9K +452 +2%
AIM
122
Acropolis Investment Management
Missouri
$1.53M +$3.04K +43 +0.2%
Comerica Bank
123
Comerica Bank
Texas
$1.53M -$336K -4,749 -18%
PCA
124
Peddock Capital Advisors
Massachusetts
$1.51M -$1.63K -23 -0.1%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$1.51M -$1.91K -27 -0.1%

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.