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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
MG
176
Mather Group
Illinois
$489K -$90.1K -1,443 -16%
SWP
177
Stratos Wealth Partners
Ohio
$478K +$13.1K +209 +3%
RJT
178
Raymond James Trust
Florida
$467K
CTC
179
Central Trust Company
Missouri
$464K -$95K -1,521 -18%
S
180
Sachetta
Massachusetts
$461K
P
181
Pitcairn
Pennsylvania
$455K
AWM
182
AE Wealth Management
Kansas
$452K -$9.18K -147 -2%
SGK
183
Steigerwald Gordon & Koch
Virginia
$442K -$19.7K -315 -4%
WW
184
Westshore Wealth
California
$442K +$32.3K +517 +8%
HNB
185
Huntington National Bank
Ohio
$442K
NB
186
Nicolet Bankshares
Wisconsin
$440K
ATC
187
Argent Trust Co
Tennessee
$439K +$416K +6,660 New
JWA
188
JFS Wealth Advisors
Pennsylvania
$437K -$26.5K -425 -6%
LFAS
189
Level Four Advisory Services
Texas
$419K -$3.87K -62 -0.9%
AWM
190
Axxcess Wealth Management
California
$414K +$12.1K +193 +3%
AIS
191
American Investment Services
Massachusetts
$413K
BBNA
192
Bremer Bank National Association
Minnesota
$410K -$53.2K -852 -12%
CAAS
193
Capital Asset Advisory Services
Michigan
$405K +$13.8K +221 +4%
SS
194
Sunbelt Securities
Texas
$395K +$25K +400 +7%
DPI
195
Diversified Portfolios Inc
Michigan
$393K
PIAS
196
PCA Investment Advisory Services
Ohio
$374K +$48.9K +782 +16%
DIP
197
DT Investment Partners
Pennsylvania
$373K
TYCC
198
Texas Yale Capital Corp
Florida
$369K
CAG
199
Csenge Advisory Group
Florida
$368K
CAM
200
Cozad Asset Management
Illinois
$367K -$107K -1,705 -23%

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.