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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
ATPW
151
Ashton Thomas Private Wealth
Arizona
$1.02M
JWCA
152
J.W. Cole Advisors
Florida
$1.02M +$944K +13,351 New
WPW
153
Waldron Private Wealth
Pennsylvania
$1M +$1.7K +24 +0.2%
CAAM
154
Cornerstone Advisors Asset Management
Pennsylvania
$1M +$929K +13,147 New
CWM
155
C2C Wealth Management
Arizona
$997K +$926K +13,100 New
FWIA
156
Fort Washington Investment Advisors
Ohio
$961K
PFBT
157
Parkside Financial Bank & Trust
Missouri
$961K +$73.4K +1,039 +9%
CTC
158
Central Trust Company
Missouri
$876K +$26.7K +378 +3%
USCWA
159
U.S. Capital Wealth Advisors
Texas
$870K
FHB
160
First Hawaiian Bank
Hawaii
$853K
Truist Financial
161
Truist Financial
North Carolina
$806K -$11.3K -160 -1%
CAL
162
Capital Advisors Ltd
Ohio
$802K
SPC
163
Sigma Planning Corp
Michigan
$799K +$155K +2,197 +26%
QIM
164
Quest Investment Management
Oregon
$786K
TPWA
165
TRUE Private Wealth Advisors
Oregon
$780K +$725K +10,255 New
OFG
166
OmniStar Financial Group
North Carolina
$777K +$2.97K +42 +0.4%
JWA
167
JFS Wealth Advisors
Pennsylvania
$773K -$149K -2,110 -17%
IWC
168
Integrated Wealth Concepts
Massachusetts
$765K -$23.3K -329 -3%
GFS
169
GYL Financial Synergies
Connecticut
$751K +$27.1K +383 +4%
AWM
170
AE Wealth Management
Kansas
$746K +$182K +2,580 +36%
FTS
171
Fifth Third Securities
Ohio
$743K -$149K -2,105 -18%
BSW
172
Buckingham Strategic Wealth
Missouri
$736K -$10.7K -152 -2%
CS
173
Comerica Securities
Michigan
$732K -$43K -609 -6%
VWA
174
VERITY Wealth Advisors
United States
$719K +$5.02K +71 +0.8%
GT
175
Glenview Trust
Kentucky
$709K

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.