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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
CFG
126
Clayton Financial Group
Missouri
$1.03M -$306K -4,906 -24%
HWM
127
HB Wealth Management
Georgia
$1.02M
Stifel Financial
128
Stifel Financial
Missouri
$1.02M +$193K +3,090 +25%
SIC
129
Sigma Investment Counselors
Michigan
$997K -$43.4K -694 -4%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$992K +$118K +1,883 +14%
HWM
131
Horizons Wealth Management
North Carolina
$985K -$21.7K -348 -2%
ATPW
132
Ashton Thomas Private Wealth
Arizona
$941K -$1.56K -25 -0.2%
EAM
133
Evanson Asset Management
California
$941K
WKSWA
134
White Knight Strategic Wealth Advisors
New Jersey
$917K -$62 -1 -0%
BCM
135
BTC Capital Management
Iowa
$908K -$4.68K -75 -0.5%
NL
136
NVWM LLC
Pennsylvania
$902K +$855K +13,688 New
AGAM
137
Audent Global Asset Management
California
$874K -$562 -9 -0.1%
IPW
138
Intergy Private Wealth
Colorado
$871K -$12.7K -203 -2%
JJBC
139
James J. Burns & Company
New York
$866K -$2.25K -36 -0.3%
JWCA
140
J.W. Cole Advisors
Florida
$858K +$7.31K +117 +0.9%
VWA
141
VERITY Wealth Advisors
United States
$850K +$3.75K +60 +0.5%
BPA
142
Beacon Pointe Advisors
California
$830K -$36.2K -579 -4%
CAL
143
Capital Analysts LLC
Pennsylvania
$774K +$136K +2,183 +23%
OCM
144
One Capital Management
California
$771K -$10.4K -167 -1%
1IA
145
1834 Investment Advisors
Wisconsin
$755K +$4K +64 +0.6%
CW
146
CreativeOne Wealth
Kansas
$739K -$18.9K -303 -3%
CCM
147
Coldstream Capital Management
Washington
$736K
WA
148
Wambolt & Associates
Colorado
$723K -$91.6K -1,467 -12%
AWM
149
Accel Wealth Management
Iowa
$720K +$358K +5,733 +110%
DWM
150
Diversify Wealth Management
Utah
$718K +$684K +10,944 New

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.