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iShares Select U.S. REIT ETF

399 hedge funds and large institutions have $1.61B invested in iShares Select U.S. REIT ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 140 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $1.24M

24% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 113

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.08% more ownership

Funds ownership: 55.29%56.37% (+1.1%)

1% less capital invested

Capital invested by funds: $1.64B → $1.61B (-$24.5M)

4% less funds holding

Funds holding: 416399 (-17)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

Holders
399
Holders Change
-17
Holders Change %
-4.09%
% of All Funds
6.29%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
30
Increased
140
Reduced
113
Closed
42
Calls
$4.05M
Puts
$1.24M
Net Calls
+$2.81M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
101
Bremer Bank National Association
Minnesota
$1.96M +$277K +4,022 +17%
MA
102
Mutual Advisors
Nebraska
$1.92M -$12.3K -178 -0.7%
MG
103
McCutchen Group
Washington
$1.85M
LSAG
104
Lake Street Advisors Group
New Hampshire
$1.84M
CAN
105
Cetera Advisor Networks
California
$1.83M -$53.8K -782 -3%
VCM
106
Vivaldi Capital Management
Illinois
$1.83M -$51.8K -752 -3%
EH
107
Equitable Holdings
New York
$1.81M +$31.3K +454 +2%
EWA
108
EP Wealth Advisors
California
$1.8M -$47.2K -686 -3%
SFG
109
Sowa Financial Group
Rhode Island
$1.74M +$74.6K +1,083 +5%
US Bancorp
110
US Bancorp
Minnesota
$1.71M +$25.2K +366 +2%
B
111
Bridgeworth
Alabama
$1.69M -$3.58K -52 -0.2%
IWP
112
Innova Wealth Partners
Pennsylvania
$1.67M +$152K +2,211 +10%
SGK
113
Steigerwald Gordon & Koch
Virginia
$1.65M -$18.2K -265 -1%
JA
114
JVL Associates
Michigan
$1.65M
BAG
115
Briggs Advisory Group
Rhode Island
$1.63M -$91.3K -1,326 -5%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$1.6M +$7.23K +105 +0.5%
MML Investors Services
117
MML Investors Services
Massachusetts
$1.55M +$103K +1,494 +7%
PCA
118
Peddock Capital Advisors
Massachusetts
$1.46M +$40.4K +587 +3%
AIM
119
Acropolis Investment Management
Missouri
$1.43M +$2.2K +32 +0.2%
ACA
120
Affinity Capital Advisors
California
$1.43M +$20.6K +299 +2%
ATWA
121
Arbor Trust Wealth Advisors
Michigan
$1.42M +$1.38M +20,042 New
HSBC Holdings
122
HSBC Holdings
United Kingdom
$1.41M -$2.13K -31 -0.2%
MWM
123
Modera Wealth Management
New Jersey
$1.4M -$45.2K -656 -3%
WLIM
124
White Lighthouse Investment Management
Massachusetts
$1.4M
PP
125
Palladium Partners
Virginia
$1.38M -$22.4K -325 -2%

ICF Hedge Fund Activity: Q1 2022 in Review

399 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2022, worth a combined $1.61B — down 1.5% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ICF and 30 opened new positions — a net loss of 12 holders — while 113 trimmed existing stakes and 140 added.

The largest buyer was Bank of America, adding an estimated $36.1M. The largest seller was Jane Street, exiting entirely with an estimated $4.2M sold.

  • 399 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2022, down from 416 in Q4 2021.
  • Funds reported $1.61B of iShares Select U.S. REIT ETF stock for Q1 2022, down 1.5% quarter-over-quarter.
  • 30 funds opened new iShares Select U.S. REIT ETF positions in Q1 2022 and 42 closed out, a net change of -12 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2022 was Bank of America, an estimated $36.1M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2022 was Jane Street, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2022.