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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$128M +$4.63M +74,038 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$103M -$9.88M -158,207 -9%
Morgan Stanley
3
Morgan Stanley
New York
$101M -$3.03M -48,474 -3%
BlackRock
4
BlackRock
New York
$94.1M -$6.22M -99,649 -7%
Bank of America
5
Bank of America
North Carolina
$53M -$1.44M -23,000 -3%
KAS
6
Kestra Advisory Services
Texas
$35.7M -$1.27M -20,400 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$32.5M +$1.65M +26,379 +6%
M&T Bank
8
M&T Bank
New York
$30.8M -$3.2M -51,216 -10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$28.7M +$810K +12,959 +3%
CWM
10
Connecticut Wealth Management
Connecticut
$27.7M +$1.85M +29,630 +8%
FIA
11
Foundations Investment Advisors
Arizona
$25.5M -$324K -5,192 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$25.3M -$1.16M -18,606 -5%
Creative Planning
13
Creative Planning
Kansas
$23.2M -$726K -11,626 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$22.8M +$7.68M +122,919 +55%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$22.1M -$4.5M -71,983 -18%
ANTB
16
AMG National Trust Bank
Colorado
$21M +$162K +2,594 +0.8%
LPL Financial
17
LPL Financial
California
$21M +$2.16M +34,609 +12%
Wells Fargo
18
Wells Fargo
California
$20.8M +$771K +12,350 +4%
NPT
19
National Philanthropic Trust
Pennsylvania
$19.8M +$30.2K +483 +0.2%
LIA
20
LBMC Investment Advisors
Tennessee
$18.8M -$1.98M -31,665 -10%
KOC
21
Koss-Olinger Consulting
Florida
$15.4M -$119K -1,900 -0.8%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$15.1M +$322K +5,154 +2%
KeyBank National Association
23
KeyBank National Association
Ohio
$15M +$2.6M +41,698 +22%
IA
24
IFG Advisors
Missouri
$14.8M +$774K +12,385 +6%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$14.5M -$276K -4,418 -2%

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.