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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
OP
251
ORG Partners
Indiana
$93.8K +$91.6K +1,652 New
LWANC
252
Laurel Wealth Advisors (North Carolina)
North Carolina
$91.1K -$95.1K -1,715 -52%
WT
253
Whittier Trust
California
$90.9K
AF
254
Allworth Financial
California
$90.6K
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$90K -$33.4K -603 -28%
PWA
256
Provenance Wealth Advisors
Florida
$80.2K
CFO
257
CVA Family Office
Colorado
$76.7K +$55 +1 +0.1%
SPIA
258
Steward Partners Investment Advisory
New York
$76.3K -$29.2K -526 -28%
IA
259
IFP Advisors
Florida
$74.5K
BONH
260
Bank of New Hampshire
New Hampshire
$65.9K
FFA
261
Founders Financial Alliance
North Carolina
$59.6K +$277 +5 +0.5%
GRP
262
Global Retirement Partners
California
$59.4K +$832 +15 +1%
CFGS
263
Concourse Financial Group Securities
Alabama
$58.9K
BCWM
264
Bartlett & Co Wealth Management
Ohio
$57.3K
BFO
265
Biltmore Family Office
North Carolina
$57.3K
MCM
266
Manchester Capital Management
Vermont
$57.3K
JFG
267
JDM Financial Group
Texas
$56.1K
WIA
268
Wetzel Investment Advisors
Indiana
$54.3K
GWANC
269
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.7K
HPC
270
HM Payson & Co
Maine
$48.7K -$1.61K -29 -3%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$45.4K +$43.9K +792 New
AW
272
Avion Wealth
Texas
$43K
FHA
273
First Horizon Advisors
Tennessee
$41.6K +$166 +3 +0.4%
HI
274
Harbour Investments
Wisconsin
$40.9K
RI
275
Ridgewood Investments
New Jersey
$33.3K +$32.2K +581 New

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.