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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
BlackRock
1
BlackRock
New York
$173M -$9.66M -136,638 -6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$110M +$4.53M +64,135 +5%
Morgan Stanley
3
Morgan Stanley
New York
$91.8M +$7.34M +103,861 +9%
Bank of America
4
Bank of America
North Carolina
$86.3M -$1.81M -25,639 -2%
M&T Bank
5
M&T Bank
New York
$46.7M +$226K +3,191 +0.5%
CFB
6
Cullen/Frost Bankers
Texas
$42.9M -$1.3M -18,371 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$39.7M +$1.15M +16,323 +3%
Wells Fargo
8
Wells Fargo
California
$39.6M +$959K +13,568 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$36.7M +$209K +2,962 +0.6%
ANTB
10
AMG National Trust Bank
Colorado
$35.2M +$81.1K +1,148 +0.2%
Creative Planning
11
Creative Planning
Kansas
$33.7M -$110K -1,556 -0.4%
LPL Financial
12
LPL Financial
California
$33M +$3.44M +48,630 +13%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$29M -$1.47M -20,829 -5%
KAS
14
Kestra Advisory Services
Texas
$28.3M -$205K -2,907 -0.8%
LIA
15
LBMC Investment Advisors
Tennessee
$27.8M -$69.1M -977,460 -73%
CWM
16
Connecticut Wealth Management
Connecticut
$25.4M +$1.08M +15,249 +5%
Ameriprise
17
Ameriprise
Minnesota
$23.3M +$20.7K +293 +0.1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$21.4M +$3.05M +43,158 +18%
KeyBank National Association
19
KeyBank National Association
Ohio
$21.4M -$482K -6,824 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$21.1M +$3.32M +47,047 +20%
CPA
21
Capital Planning Advisors
California
$19.9M +$392K +5,544 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$19M +$1.77M +25,065 +11%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$18.3M +$17M +240,851 New
TF
24
TIAA FSB
Florida
$18.2M +$196K +2,778 +1%
V
25
Veritable
Delaware
$18M -$208K -2,946 -1%

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.