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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
AIP
176
ARS Investment Partners
New York
$704K
TCWA
177
Ten Capital Wealth Advisors
Washington
$698K +$166K +2,348 +34%
JIR
178
James Investment Research
Ohio
$688K
CCM
179
Coldstream Capital Management
Washington
$669K +$309K +4,377 +99%
Prudential Financial
180
Prudential Financial
New Jersey
$663K -$15.9K -225 -2%
AC
181
Apella Capital
Connecticut
$655K -$758K -10,720 -55%
DIP
182
DT Investment Partners
Pennsylvania
$647K +$25.8K +365 +4%
P
183
Pitcairn
Pennsylvania
$619K
EIP
184
Ellis Investment Partners
Pennsylvania
$607K +$2.33K +33 +0.4%
PO
185
Private Ocean
California
$600K -$11.7K -165 -2%
WPC
186
Waters Parkerson & Co
Louisiana
$599K -$2.19K -31 -0.4%
SAM
187
Silvercrest Asset Management
New York
$593K
CAM
188
Cozad Asset Management
Illinois
$589K +$57.5K +814 +12%
CAM
189
Cresset Asset Management
Illinois
$587K -$254K -3,595 -32%
NWM
190
Northwest Wealth Management
Iowa
$586K -$45.4K -642 -8%
EW
191
Emerson Wealth
Michigan
$583K -$123K -1,741 -7%
SAM
192
SP Asset Management
California
$579K +$178K +2,515 +43%
IAN
193
Integrated Advisors Network
Texas
$572K -$5.16K -73 -1%
BCM
194
Brookstone Capital Management
Illinois
$571K -$42.1K -595 -7%
ASN
195
Advisory Services Network
Georgia
$565K -$2.62K -37 -0.5%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$557K -$61.6K -872 -11%
CMP
197
Courage Miller Partners
Virginia
$557K -$4.81K -68 -0.9%
AWA
198
Arkadios Wealth Advisors
Georgia
$549K +$500K +7,070 +5,050%
TA
199
Tiedemann Advisors
New York
$548K
NL
200
NVWM LLC
Pennsylvania
$543K -$181K -2,567 -26%

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.