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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
BIM
276
Breakwater Investment Management
Washington
$32.7K
Cohen & Steers
277
Cohen & Steers
New York
$31K +$23.4K +422 +352%
EWP
278
Elevation Wealth Partners
California
$30.1K +$166 +3 +0.6%
CB
279
CNB Bank
Pennsylvania
$28.6K
BLC
280
Brown, Lisle/Cummings
Rhode Island
$25.8K +$111 +2 +0.4%
PMFA
281
Plante Moran Financial Advisors
Michigan
$25.7K -$7.98K -144 -24%
FRA
282
Front Row Advisors
California
$25.7K +$55 +1 +0.2%
BFA
283
BBJS Financial Advisors
Washington
$24.6K
RWMG
284
Redwood Wealth Management Group
New Jersey
$24.4K +$23.6K +426 New
OSNBOA
285
Old Second National Bank of Aurora
Illinois
$23.6K
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$23.2K +$22.5K +405 New
DF
287
Dunhill Financial
United Kingdom
$22.5K +$111 +2 +0.5%
NOI
288
Newton One Investments
Delaware
$21.5K +$111 +2 +0.5%
AIM
289
Anchor Investment Management
South Carolina
$21.2K
AA
290
Ancora Advisors
Ohio
$20.2K
WP
291
WealthShield Partners
North Carolina
$19.4K
PSB
292
Piscataqua Savings Bank
New Hampshire
$17.2K -$32.4K -585 -66%
HR
293
Howe & Rusling
New York
$17.2K
CSC
294
Caldwell Sutter Capital
California
$16.6K
TSWM
295
Tyler-Stone Wealth Management
Ohio
$15.9K
AAP
296
Arax Advisory Partners
Colorado
$15.9K +$15.4K +278 New
AFS
297
Annapolis Financial Services
Maryland
$15.4K
CTC
298
Cetera Trust Company
Minnesota
$14.3K
RIL
299
Rothschild Investment LLC
Illinois
$13.5K +$13.1K +236 New
SFCL
300
Strengthening Families & Communities LLC
Massachusetts
$13K +$12.8K +231 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.