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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
ACA
126
Affinity Capital Advisors
California
$1.51M -$51.2K -725 -4%
PP
127
Palladium Partners
Virginia
$1.51M -$2.47K -35 -0.2%
WLIM
128
White Lighthouse Investment Management
Massachusetts
$1.5M +$7.07K +100 +0.5%
DI
129
Disciplined Investments
Oklahoma
$1.45M
MYIA
130
Mount Yale Investment Advisors
Colorado
$1.38M
CW
131
CreativeOne Wealth
Kansas
$1.32M +$48.1K +680 +4%
Bank Julius Baer & Co
132
Bank Julius Baer & Co
Switzerland
$1.28M +$87.3K +1,235 +8%
SCG
133
Sonata Capital Group
Washington
$1.28M -$848 -12 -0.1%
CCA
134
Cobblestone Capital Advisors
New York
$1.28M
CAM
135
Concorde Asset Management
Michigan
$1.27M +$1.18M +16,636 New
SWM
136
Spire Wealth Management
Virginia
$1.25M -$105K -1,479 -8%
TWM
137
Tolleson Wealth Management
Texas
$1.25M
FNC
138
First National Corp
Massachusetts
$1.25M -$36K -509 -3%
BCM
139
BTC Capital Management
Iowa
$1.23M
HT
140
HAP Trading
New York
$1.2M +$1.11M +15,743 New
AGAM
141
Audent Global Asset Management
California
$1.19M +$1.11M +15,679 New
Renaissance Technologies
142
Renaissance Technologies
New York
$1.13M +$1.05M +14,900 New
EAM
143
Evanson Asset Management
California
$1.13M
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$1.11M +$42.3K +598 +4%
SIC
145
SJS Investment Consulting
Ohio
$1.1M +$1.02M +14,470 New
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$1.09M -$1.32M -18,712 -57%
NFG
147
Next Financial Group
Texas
$1.09M -$1.77K -25 -0.2%
WA
148
Wealthstream Advisors
New York
$1.08M +$1.01M +14,236 New
1IA
149
1834 Investment Advisors
Wisconsin
$1.07M +$141 +2 +0%
CA
150
Cetera Advisors
Colorado
$1.07M +$693K +9,807 +233%

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.