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iShares Select U.S. REIT ETF
ICF

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: 352 → 371 (+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: 6 → 4 (-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

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$8.52M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$7.2M
3
Morgan Stanley
Morgan Stanley
New York
+$4.44M
4
FIA
Foundations Investment Advisors
Arizona
+$3.49M
5
IWP
Innova Wealth Partners
Pennsylvania
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$78.9M
2
CA
Cambridge Associates
Massachusetts
-$9.31M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.1M
4
PAG
Private Advisor Group
New Jersey
-$4.15M
5
Cerity Partners
Cerity Partners
New York
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
201
Sunbelt Securities
Texas
$342K -$15.9K -250 -4%
TYCC
202
Texas Yale Capital Corp
Florida
$337K – – –
PIAS
203
PCA Investment Advisory Services
Ohio
$337K -$5.74K -90 -2%
CAM
204
Cozad Asset Management
Illinois
$336K – – –
SFA
205
Sequoia Financial Advisors
Ohio
$333K – – –
SIAP
206
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$321K +$19.8K +310 +6%
TPCW
207
TD Private Client Wealth
New York
$321K +$82.3K +1,290 +32%
HIC
208
Holderness Investments Company
North Carolina
$319K – – –
AIP
209
ARS Investment Partners
New York
$316K – – –
RSWM
210
Robertson Stephens Wealth Management
California
$313K -$6.7K -105 -2%
OFG
211
Opulen Financial Group
Virginia
$306K +$324K +5,077 New
PRTG
212
Post Resch Tallon Group
New York
$301K +$322K +5,045 New
TKP
213
Tallon Kerry Patrick
$301K +$322K +5,045 New
Neuberger Berman Group
214
Neuberger Berman Group
New York
$300K -$24K -376 -7%
SWA
215
Strata Wealth Advisors
Texas
$294K +$116K +1,812 +59%
SAM
216
Silvercrest Asset Management
New York
$287K -$12.8K -200 -4%
SAM
217
SP Asset Management
California
$286K +$2.55K +40 +0.9%
EIP
218
Ellis Investment Partners
Pennsylvania
$282K +$829 +13 +0.3%
AAS
219
Ameritas Advisory Services
Nebraska
$281K +$29.3K +460 +11%
IWC
220
Integrated Wealth Concepts
Massachusetts
$280K +$296K +4,646 New
TAM
221
Titleist Asset Management
Texas
$279K +$296K +4,634 New
PAS
222
Park Avenue Securities
New York
$279K +$21.2K +333 +8%
DPI
223
Diversified Portfolios Inc
Michigan
$272K -$91.8K -1,440 -24%
CMP
224
Courage Miller Partners
Virginia
$268K -$128 -2 -0%
LW
225
Linscomb Wealth
Texas
$266K – – –
7 8
9
10 11

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.