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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
AWE
101
Avidian Wealth Enterprises
Texas
$1.66M -$88.5K -1,416 -5%
AWM
102
Avior Wealth Management
Nebraska
$1.65M -$124K -1,991 -7%
VFA
103
Valeo Financial Advisors
Indiana
$1.63M +$1.1M +17,656 +248%
MWM
104
Mosley Wealth Management
California
$1.59M +$49K +784 +3%
JA
105
JVL Associates
Michigan
$1.44M
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$1.44M -$13.7K -219 -1%
CB
107
Commerce Bank
Missouri
$1.43M +$59.3K +950 +5%
WLIM
108
White Lighthouse Investment Management
Massachusetts
$1.43M -$4.06K -65 -0.3%
CIA
109
Choate Investment Advisors
Massachusetts
$1.4M -$144K -2,300 -10%
TTWM
110
TCV Trust & Wealth Management
Virginia
$1.39M -$165K -2,648 -11%
NA
111
NewEdge Advisors
Louisiana
$1.26M +$255K +4,088 +27%
CPA
112
Capital Planning Advisors
California
$1.23M
MML Investors Services
113
MML Investors Services
Massachusetts
$1.22M -$2.31K -37 -0.2%
WIC
114
Whitegate Investment Counselors
New Hampshire
$1.17M -$135K -2,160 -11%
ATI
115
ARK & TLK Investments
Oklahoma
$1.16M
PFBT
116
Parkside Financial Bank & Trust
Missouri
$1.15M -$6.37K -102 -0.6%
DWM
117
Dakota Wealth Management
Florida
$1.13M
MWM
118
Modera Wealth Management
New Jersey
$1.11M -$28.5K -456 -3%
SCG
119
Sonata Capital Group
Washington
$1.1M -$25.1K -401 -2%
FWM
120
Fortress Wealth Management
California
$1.1M -$40K -641 -4%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1.09M +$935K +14,971 +950%
MYIA
122
Mount Yale Investment Advisors
Colorado
$1.09M
CCA
123
Cobblestone Capital Advisors
New York
$1.05M -$57.3K -918 -5%
FTUS
124
Flow Traders U.S.
New York
$1.04M +$986K +15,779 New
WA
125
Wealthstream Advisors
New York
$1.03M

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.