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iShares Select U.S. REIT ETF

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: 352371 (+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: 64 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$125M +$8.52M +133,570 +7%
Morgan Stanley
2
Morgan Stanley
New York
$96.4M +$4.44M +69,557 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$93.8M -$810K -12,696 -0.8%
Bank of America
4
Bank of America
North Carolina
$48.7M +$253K +3,960 +0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$35.4M +$37.4M +586,768 New
KAS
6
Kestra Advisory Services
Texas
$32.5M -$127K -1,992 -0.4%
M&T Bank
7
M&T Bank
New York
$28.5M +$361K +5,655 +1%
CWM
8
Connecticut Wealth Management
Connecticut
$27.1M +$1.94M +30,486 +7%
FIA
9
Foundations Investment Advisors
Arizona
$26.6M +$3.49M +54,693 +14%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$25.6M -$696K -10,913 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23.9M +$753K +11,813 +3%
LPL Financial
12
LPL Financial
California
$21.3M +$2.27M +35,582 +11%
Creative Planning
13
Creative Planning
Kansas
$20.9M -$365K -5,721 -2%
Wells Fargo
14
Wells Fargo
California
$20.3M +$1.35M +21,204 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$19.5M -$823K -12,908 -4%
NPT
16
National Philanthropic Trust
Pennsylvania
$19.3M +$1.26M +19,772 +7%
ANTB
17
AMG National Trust Bank
Colorado
$19.2M +$215K +3,374 +1%
LIA
18
LBMC Investment Advisors
Tennessee
$16.5M -$806K -12,642 -4%
Osaic Holdings
19
Osaic Holdings
Arizona
$15.1M -$6.1M -95,686 -28%
KeyBank National Association
20
KeyBank National Association
Ohio
$14.5M +$793K +12,436 +5%
KOC
21
Koss-Olinger Consulting
Florida
$13.9M -$156K -2,444 -1%
IA
22
IFG Advisors
Missouri
$13.7M +$171K +2,675 +1%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$13.4M -$444K -6,958 -3%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$12.8M -$443K -6,948 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$12.4M +$489K +7,662 +4%

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.