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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
FWIA
151
Fort Washington Investment Advisors
Ohio
$673K -$6.25K -100 -1%
AWA
152
Arkadios Wealth Advisors
Georgia
$672K +$687 +11 +0.1%
Prudential Financial
153
Prudential Financial
New Jersey
$646K -$9.81K -157 -2%
WIM
154
Westside Investment Management
California
$643K +$50.8K +814 +9%
SA
155
Sanctuary Advisors
Indiana
$635K +$24.7K +395 +4%
ACA
156
Affinity Capital Advisors
California
$632K -$40K -640 -6%
IAN
157
Integrated Advisors Network
Texas
$628K -$3.56K -57 -0.6%
Truist Financial
158
Truist Financial
North Carolina
$627K -$5.81K -93 -1%
GT
159
Glenview Trust
Kentucky
$626K
HSBC Holdings
160
HSBC Holdings
United Kingdom
$618K -$591K -9,459 -50%
RFG
161
Range Financial Group
Oregon
$611K -$43.1K -690 -7%
TWM
162
Tolleson Wealth Management
Texas
$605K
JIR
163
James Investment Research
Ohio
$593K
Vanguard Group
164
Vanguard Group
Pennsylvania
$593K
WPC
165
Waters Parkerson & Co
Louisiana
$569K
SIC
166
SJS Investment Consulting
Ohio
$564K -$59.3K -950 -10%
ACM
167
AlphaStar Capital Management
North Carolina
$559K +$529K +8,476 New
FTS
168
Fifth Third Securities
Ohio
$551K -$27.2K -435 -5%
WANY
169
Wealthspire Advisors (New York)
New York
$522K +$495K +7,927 New
WPW
170
Waldron Private Wealth
Pennsylvania
$510K -$63.3K -1,013 -12%
KWA
171
Kingswood Wealth Advisors
California
$508K +$481K +7,707 New
EWA
172
EP Wealth Advisors
California
$508K -$40.4K -646 -8%
GT
173
Glenmede Trust
Pennsylvania
$505K
FW
174
Fairway Wealth
Ohio
$490K -$22.7K -364 -5%
SSB
175
Sandy Spring Bank
Maryland
$490K +$122K +1,959 +36%

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.