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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
HPIA
301
Hamilton Point Investment Advisors
North Carolina
$12.6K
WWP
302
WR Wealth Planners
Missouri
$11.5K
AWM
303
AllSquare Wealth Management
New York
$11.1K
ME
304
McIlrath & Eck
Washington
$10.3K -$8.32K -150 -45%
MIM
305
Macroview Investment Management
Maryland
$9.82K
MFA
306
Morling Financial Advisors
California
$8.59K +$8.32K +150 New
MWM
307
MGB Wealth Management
Texas
$6.78K
AIC
308
Archer Investment Corporation
Indiana
$6.65K
CIA
309
Cape Investment Advisory
Georgia
$6.65K
Jones Financial Companies
310
Jones Financial Companies
Missouri
$6.46K -$8.26K -149 -57%
IF
311
Integrity Financial
Wyoming
$6.42K
CMBA
312
C.M. Bidwell & Associates
Hawaii
$5.84K
HWA
313
HHM Wealth Advisors
Tennessee
$5.84K
FFA
314
Farther Finance Advisors
California
$5.68K
QC
315
Quent Capital
New York
$5.38K +$5.21K +94 New
CWP
316
Concord Wealth Partners
Virginia
$4.13K
IRC
317
Investors Research Corp
Georgia
$3.78K +$55 +1 +2%
BNP Paribas Financial Markets
318
BNP Paribas Financial Markets
France
$3.72K +$3.6K +65 New
RFA
319
Register Financial Advisors
Georgia
$2.98K
Russell Investments Group
320
Russell Investments Group
United Kingdom
$2.61K +$1.11K +20 +77%
CIAS
321
Capital Investment Advisory Services
North Carolina
$2.29K
CAS
322
Coppell Advisory Solutions
Texas
$2.23K +$2.16K +39 New
GI
323
Gradient Investments
Minnesota
$2.06K +$1.5K +27 +300%
BC
324
Broadwater Capital
Massachusetts
$1.15K
RIA
325
Realta Investment Advisors
Delaware
$687 -$22.2K -400 -97%

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.