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iShares Select U.S. REIT ETF

371 hedge funds and large institutions have $1.24B invested in iShares Select U.S. REIT ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

5% more funds holding

Funds holding: 352371 (+19)

0.49% more ownership

Funds ownership: 62.36%62.86% (+0.49%)

4% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 110

13% less capital invested

Capital invested by funds: $1.42B → $1.24B (-$177M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
371
Holders Change
+19
Holders Change %
+5.4%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
48
Increased
106
Reduced
110
Closed
23
Calls
$1.88M
Puts
Net Calls
+$1.88M
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
WW
176
Westshore Wealth
California
$449K +$47.3K +742 +11%
S
177
Sachetta
Massachusetts
$422K
AWM
178
AE Wealth Management
Kansas
$421K +$8.48K +133 +2%
I
179
InvesTrust
Oklahoma
$420K +$449K +7,040 New
WPW
180
Waldron Private Wealth
Pennsylvania
$419K -$49.6K -777 -10%
CAAS
181
Capital Asset Advisory Services
Michigan
$417K +$36.1K +566 +9%
P
182
Pitcairn
Pennsylvania
$416K
Fidelity Investments
183
Fidelity Investments
Massachusetts
$415K +$278K +4,366 +173%
AWM
184
Axxcess Wealth Management
California
$413K +$36.7K +576 +9%
ATC
185
Argent Trust Co
Tennessee
$407K +$6.38K +100 +2%
NB
186
Nicolet Bankshares
Wisconsin
$403K
SGK
187
Steigerwald Gordon & Koch
Virginia
$401K -$2.87K -45 -0.7%
HNB
188
Huntington National Bank
Ohio
$401K
JWA
189
JFS Wealth Advisors
Pennsylvania
$400K
CTC
190
Central Trust Company
Missouri
$396K -$29.7K -466 -7%
BBNA
191
Bremer Bank National Association
Minnesota
$395K +$21.4K +335 +5%
Stifel Financial
192
Stifel Financial
Missouri
$392K -$567K -8,897 -58%
MWA
193
Medallion Wealth Advisors
Connecticut
$389K +$411K +6,450 New
AIS
194
American Investment Services
Massachusetts
$377K
LFAS
195
Level Four Advisory Services
Texas
$366K -$32.2K -505 -8%
FW
196
Fairway Wealth
Ohio
$366K -$86.7K -1,359 -18%
AT
197
American Trust
Kentucky
$361K +$382K +5,992 New
SSB
198
Sandy Spring Bank
Maryland
$350K -$103K -1,614 -22%
OWA
199
Oak Wealth Advisors
Illinois
$347K +$367K +5,752 New
CAG
200
Csenge Advisory Group
Florida
$346K

ICF Hedge Fund Activity: Q4 2024 in Review

371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2024, worth a combined $1.24B — down 13% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ICF positions and 23 closed out — a net gain of 25 holders — while 106 added to existing stakes and 110 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $8.52M. The largest seller was BlackRock, cutting an estimated $78.9M.

  • 371 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2024, up from 352 in Q3 2024.
  • Funds reported $1.24B of iShares Select U.S. REIT ETF stock for Q4 2024, down 13% quarter-over-quarter.
  • 48 funds opened new iShares Select U.S. REIT ETF positions in Q4 2024 and 23 closed out, a net change of +25 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $8.52M added.
  • The largest iShares Select U.S. REIT ETF seller in Q4 2024 was BlackRock, an estimated $78.9M sold.

Based on aggregated 13F filings for Q4 2024.