iShares Select U.S. REIT ETF
359 hedge funds and large institutions have $1.29B invested in iShares Select U.S. REIT ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 34 closing their positions.
38% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 34
2% more funds holding
Funds holding: 351 → 359 (+8)
1.36% more ownership
Funds ownership: 56.66% → 58.02% (+1.4%)
3% more capital invested
Capital invested by funds: $1.25B → $1.29B (+$38.1M)
7% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 116
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.5M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$8.54M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$6.48M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$6.39M |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$5.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$35.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$28.2M |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$8.07M |
| 4 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$4.1M |
| 5 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
-$3.7M |
ICF Hedge Fund Activity: Q4 2022 in Review
359 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q4 2022, worth a combined $1.29B — up 3% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new ICF positions and 34 closed out — a net gain of 13 holders — while 108 added to existing stakes and 116 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $17.5M. The largest seller was BlackRock, cutting an estimated $35.6M.
- 359 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q4 2022, up from 351 in Q3 2022.
- Funds reported $1.29B of iShares Select U.S. REIT ETF stock for Q4 2022, up 3% quarter-over-quarter.
- 47 funds opened new iShares Select U.S. REIT ETF positions in Q4 2022 and 34 closed out, a net change of +13 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $17.5M added.
- The largest iShares Select U.S. REIT ETF seller in Q4 2022 was BlackRock, an estimated $35.6M sold.
Based on aggregated 13F filings for Q4 2022.