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iShares Select U.S. REIT ETF

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: 352371 (+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: 64 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
101
IHT Wealth Management
Illinois
$1.51M -$6.06K -95 -0.4%
CIA
102
Capital Investment Advisors
Georgia
$1.51M -$39.5K -620 -2%
SC
103
Savant Capital
Illinois
$1.5M -$236K -3,696 -13%
Citigroup
104
Citigroup
New York
$1.47M -$146K -2,286 -9%
Principal Financial Group
105
Principal Financial Group
Iowa
$1.46M +$1.55M +24,310 New
AWE
106
Avidian Wealth Enterprises
Texas
$1.43M -$86.9K -1,363 -5%
MA
107
Mutual Advisors
Nebraska
$1.41M -$597K -9,366 -29%
Cohen & Steers
108
Cohen & Steers
New York
$1.4M +$1.47M +23,068 +14,240%
JA
109
JVL Associates
Michigan
$1.32M
CB
110
Commerce Bank
Missouri
$1.31M +$3.19K +50 +0.2%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$1.3M -$17.8K -279 -1%
TTWM
112
TCV Trust & Wealth Management
Virginia
$1.27M
WLIM
113
White Lighthouse Investment Management
Massachusetts
$1.25M -$58.7K -920 -4%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$119K +1,860 +11%
GWS
115
Greykasell Wealth Strategies
California
$1.09M +$1.15M +18,030 New
MML Investors Services
116
MML Investors Services
Massachusetts
$1.07M -$50.4K -791 -4%
WIC
117
Whitegate Investment Counselors
New Hampshire
$1.07M
PFBT
118
Parkside Financial Bank & Trust
Missouri
$1.07M +$14.3K +225 +1%
ATI
119
ARK & TLK Investments
Oklahoma
$1.06M
SCG
120
Sonata Capital Group
Washington
$1.05M +$51.5K +808 +5%
NA
121
NewEdge Advisors
Louisiana
$1.05M -$113K -1,772 -9%
MWM
122
Modera Wealth Management
New Jersey
$1.03M +$10.5K +165 +1%
DWM
123
Dakota Wealth Management
Florida
$1.02M -$19.1K -300 -2%
MYIA
124
Mount Yale Investment Advisors
Colorado
$997K
FWM
125
Fortress Wealth Management
California
$978K -$29K -455 -3%

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.