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iShares Select U.S. REIT ETF

331 hedge funds and large institutions have $1.22B invested in iShares Select U.S. REIT ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 59.44%60.22% (+0.79%)

2% less capital invested

Capital invested by funds: $1.25B → $1.22B (-$29.7M)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 336331 (-5)

23% less call options, than puts

Call options by funds: $435K | Put options by funds: $567K

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
331
Holders Change
-5
Holders Change %
-1.49%
% of All Funds
4.78%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
22
Increased
102
Reduced
108
Closed
24
Calls
$435K
Puts
$567K
Net Calls
-$132K
Net Calls Change
-$525K
Name Holding Trade Value Shares
Change
Change in
Stake
OGF
226
Orin Green Financial
California
$209K +$202K +3,643 New
FAG
227
Fortitude Advisory Group
Washington
$208K
TDWM
228
Topel & Distasi Wealth Management
California
$204K
CFG
229
Citizens Financial Group
Rhode Island
$204K +$197K +3,562 New
PWA
230
Physician Wealth Advisors
Utah
$202K +$186K +3,351 New
Charles Schwab
231
Charles Schwab
California
$202K -$51.8K -935 -21%
CPA
232
Cardiff Park Advisors
California
$195K
NSIM
233
North Star Investment Management
Illinois
$195K
William Blair & Company
234
William Blair & Company
Illinois
$187K -$20.1K -362 -10%
Bessemer Group
235
Bessemer Group
New Jersey
$183K +$55.4K +1,000 +45%
AIM
236
Acropolis Investment Management
Missouri
$182K -$160K -2,884 -48%
JWM
237
Janiczek Wealth Management
Colorado
$159K
Simplex Trading
238
Simplex Trading
Illinois
$156K +$39.4K +710 +35%
CAL
239
Capital Advisors Ltd
Ohio
$145K
Franklin Resources
240
Franklin Resources
California
$143K
Fidelity Investments
241
Fidelity Investments
Massachusetts
$136K -$1.33K -24 -1%
CA
242
Continuum Advisory
Idaho
$131K
PA
243
Parallel Advisors
California
$124K
NS
244
NBC Securities
Alabama
$122K -$5.43K -98 -4%
GWM
245
Geneos Wealth Management
Colorado
$119K -$7.87K -142 -6%
LFG
246
Larson Financial Group
Missouri
$110K +$37.2K +671 +54%
MFT
247
Moisand Fitzgerald Tamayo
Florida
$103K
PWMG
248
Private Wealth Management Group
New Jersey
$96K
CP
249
Castleview Partners
Texas
$95K +$388 +7 +0.4%
AF
250
Advisornet Financial
Minnesota
$94.3K +$22.1K +398 +32%

ICF Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2024, worth a combined $1.22B — down 2.4% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of ICF and 22 opened new positions — a net loss of 2 holders — while 108 trimmed existing stakes and 102 added.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $13M. The largest seller was Bank of America, cutting an estimated $8.96M.

  • 331 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2024, down from 336 in Q1 2024.
  • Funds reported $1.22B of iShares Select U.S. REIT ETF stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 22 funds opened new iShares Select U.S. REIT ETF positions in Q2 2024 and 24 closed out, a net change of -2 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $13M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2024 was Bank of America, an estimated $8.96M sold.

Based on aggregated 13F filings for Q2 2024.