iShares Select U.S. REIT ETF
336 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 110 reducing their positions, and 30 closing their positions.
983% more call options, than puts
Call options by funds: $433K | Put options by funds: $40K
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
2% less funds holding
Funds holding: 342 → 336 (-6)
4.69% less ownership
Funds ownership: 64.13% → 59.44% (-4.7%)
9% less capital invested
Capital invested by funds: $1.38B → $1.25B (-$127M)
10% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 30
10% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 110
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.87M |
| 2 |
BlackRock
New York
|
+$8.68M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$5.2M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.53M |
| 5 |
EWM
Evermay Wealth Management
Arlington,
Virginia
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$78.7M |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$14.6M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$12.9M |
| 4 |
GFS
GYL Financial Synergies
West Hartford,
Connecticut
|
-$7.43M |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$6.28M |
ICF Hedge Fund Activity: Q1 2024 in Review
336 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2024, worth a combined $1.25B — down 9.2% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of ICF and 27 opened new positions — a net loss of 3 holders — while 110 trimmed existing stakes and 99 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $9.87M. The largest seller was Morgan Stanley, cutting an estimated $78.7M.
- 336 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2024, down from 342 in Q4 2023.
- Funds reported $1.25B of iShares Select U.S. REIT ETF stock for Q1 2024, down 9.2% quarter-over-quarter.
- 27 funds opened new iShares Select U.S. REIT ETF positions in Q1 2024 and 30 closed out, a net change of -3 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $9.87M added.
- The largest iShares Select U.S. REIT ETF seller in Q1 2024 was Morgan Stanley, an estimated $78.7M sold.
Based on aggregated 13F filings for Q1 2024.