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.
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: 336 → 331 (-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: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$13M |
| 2 |
JP Morgan Chase
New York
|
+$9.65M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.48M |
| 4 |
Bank of New York Mellon
New York
|
+$4.04M |
| 5 |
BlackRock
New York
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.96M |
| 2 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$8.94M |
| 3 |
IPW
Intergy Private Wealth
Colorado Springs,
Colorado
|
-$5.84M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$5.07M |
| 5 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$5.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
351
MV Capital Management
Bethesda,
Maryland
| – | -$51.9K | -900 | Closed |
|
|
WWMSC
352
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$35.4K | -613 | Closed |
|
|
WIC
353
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$8.31K | -144 | Closed |
|
354
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$6.64K | -115 | Closed |
|
|
DSC
355
Duncker Streett & Co
St. Louis,
Missouri
| – | -$4.1K | -71 | Closed |
|
|
DJSG
356
D.J. St. Germain
Springfield,
Massachusetts
| – | -$2.02K | -35 | Closed |
|
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.