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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
SFA
201
Sequoia Financial Advisors
Ohio
$365K +$16.2K +260 +5%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$353K +$23.5K +376 +8%
RSWM
203
Robertson Stephens Wealth Management
California
$349K -$125 -2 -0%
HIC
204
Holderness Investments Company
North Carolina
$349K
AIP
205
ARS Investment Partners
New York
$346K
SIAP
206
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$331K
SAM
207
Silvercrest Asset Management
New York
$327K
Bessemer Group
208
Bessemer Group
New Jersey
$323K +$106K +1,700 +53%
TCG
209
Transcendent Capital Group
Oklahoma
$316K -$703K -11,255 -70%
SAM
210
SP Asset Management
California
$310K -$86.5K -1,384 -23%
EIP
211
Ellis Investment Partners
Pennsylvania
$308K -$69.9K -1,119 -19%
ACA
212
Aptus Capital Advisors
Alabama
$293K -$3.81K -61 -1%
CMP
213
Courage Miller Partners
Virginia
$293K -$3K -48 -1%
LW
214
Linscomb Wealth
Texas
$291K
MCM
215
MAI Capital Management
Ohio
$288K
CL
216
Choreo LLC
Illinois
$284K +$187 +3 +0.1%
PAS
217
Park Avenue Securities
New York
$283K +$268K +4,289 New
AAS
218
Ameritas Advisory Services
Nebraska
$277K -$29.9K -478 -10%
CI
219
Cordant Inc
Oregon
$274K
JPG
220
Jordan Park Group
California
$273K
GCA
221
Gradient Capital Advisors
California
$272K
EWM
222
Evercore Wealth Management
New York
$270K -$62.5K -1,000 -20%
CB
223
Cadence Bank
Mississippi
$268K +$254K +4,060 New
TPCW
224
TD Private Client Wealth
New York
$266K +$3.31K +53 +1%
GJIA
225
Glass Jacobson Investment Advisors
Maryland
$266K

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.