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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
DI
126
Disciplined Investments
Oklahoma
$1.36M +$620 +9 +0%
Simplex Trading
127
Simplex Trading
Illinois
$1.33M -$479K -6,955 -27%
MI
128
Moneywise Inc
Virginia
$1.31M -$404K -5,861 -24%
MYIA
129
Mount Yale Investment Advisors
Colorado
$1.29M
CW
130
CreativeOne Wealth
Kansas
$1.25M +$10.6K +154 +0.9%
FNC
131
First National Corp
Massachusetts
$1.25M +$75.1K +1,091 +7%
CCA
132
Cobblestone Capital Advisors
New York
$1.2M
SCG
133
Sonata Capital Group
Washington
$1.18M -$10.9K -158 -0.9%
SWM
134
Spire Wealth Management
Virginia
$1.15M -$20.3K -295 -2%
TWM
135
Tolleson Wealth Management
Texas
$1.14M -$28.5K -414 -3%
Bank Julius Baer & Co
136
Bank Julius Baer & Co
Switzerland
$1.11M -$84.5K -1,227 -7%
CAAM
137
Cornerstone Advisors Asset Management
Pennsylvania
$1.09M +$152K +2,210 +17%
1IA
138
1834 Investment Advisors
Wisconsin
$1.09M +$84.8K +1,232 +9%
BCM
139
BTC Capital Management
Iowa
$1.07M -$74.6K -1,084 -7%
FSA
140
Financial Services Advisory
Maryland
$1.07M -$1.04M -15,150 -50%
AWM
141
AE Wealth Management
Kansas
$1.07M +$359K +5,207 +53%
EAM
142
Evanson Asset Management
California
$1.05M
OC
143
Oppenheimer & Co
New York
$1.04M +$1.01M +14,631 New
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$1.04M
SIC
145
SJS Investment Consulting
Ohio
$1.03M
WA
146
Wealthstream Advisors
New York
$1.01M +$2.75K +40 +0.3%
AGAM
147
Audent Global Asset Management
California
$1.01M -$99.5K -1,445 -9%
ATPW
148
Ashton Thomas Private Wealth
Arizona
$968K +$12.4K +180 +1%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$968K +$68.9K +1,001 +8%
WPW
150
Waldron Private Wealth
Pennsylvania
$935K +$138 +2 +0%

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.