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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
DFG
201
Demars Financial Group
Washington
$538K +$6.22K +88 +1%
BPA
202
Beacon Pointe Advisors
California
$535K +$919 +13 +0.2%
WKSWA
203
White Knight Strategic Wealth Advisors
New Jersey
$534K +$496K +7,019 New
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$514K -$4.24K -60 -0.9%
NB
205
Nicolet Bankshares
Wisconsin
$508K
SSCA
206
South Shore Capital Advisors
Massachusetts
$506K +$127K +1,803 +37%
DPI
207
Diversified Portfolios Inc
Michigan
$501K -$13.8K -195 -3%
FA
208
FDx Advisors
Illinois
$501K +$465K +6,585 New
CWP
209
Corepath Wealth Partners
Arizona
$499K -$4.31K -61 -0.9%
PA
210
PFG Advisors
Arizona
$497K -$52.2K -738 -10%
ARC
211
Advisor Resource Council
Texas
$483K +$449K +6,352 New
GCA
212
Gradient Capital Advisors
California
$477K +$18.5K +262 +4%
BOTW
213
Bank of the West
California
$476K
DAS
214
Dynamic Advisor Solutions
Arizona
$470K +$31.6K +447 +8%
FI
215
Financial Insights
Washington
$466K -$1.77K -25 -0.4%
RSWM
216
Robertson Stephens Wealth Management
California
$466K +$52.8K +747 +14%
EWM
217
Evercore Wealth Management
New York
$464K
HIC
218
Holderness Investments Company
North Carolina
$455K
AIS
219
American Investment Services
Massachusetts
$444K -$5.65K -80 -1%
LW
220
Linscomb Wealth
Texas
$441K +$410K +5,800 New
REMPR
221
Roof Eidam Maycock Peralta (REMP)
California
$440K
Neuberger Berman Group
222
Neuberger Berman Group
New York
$439K +$10.6K +150 +3%
BMWM
223
Brown Miller Wealth Management
Virginia
$434K -$56.6K -801 -12%
JPG
224
Jordan Park Group
California
$434K
BOM
225
Bank of Marin
California
$430K +$19.7K +279 +5%

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.