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iShares Select U.S. REIT ETF

392 hedge funds and large institutions have $1.4B invested in iShares Select U.S. REIT ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 116

0.77% more ownership

Funds ownership: 56.37%57.13% (+0.77%)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 399392 (-7)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

13% less capital invested

Capital invested by funds: $1.61B → $1.4B (-$208M)

Holders
392
Holders Change
-7
Holders Change %
-1.75%
% of All Funds
6.6%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
35
Increased
128
Reduced
116
Closed
38
Calls
$1.65M
Puts
Net Calls
+$1.65M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
426
Rise Advisors
New York
-$13K -189 Closed
SFA
427
Semmax Financial Advisors
North Carolina
-$7K -102 Closed
ADL
428
Asset Dedication LLC
California
-$4K -56 Closed
T
429
TCWP
Ohio
-$1K -24 Closed
FWP
430
FAS Wealth Partners
Kansas
+$66 +1 New

ICF Hedge Fund Activity: Q2 2022 in Review

392 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2022, worth a combined $1.4B — down 13% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ICF and 35 opened new positions — a net loss of 3 holders — while 116 trimmed existing stakes and 128 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $17.3M. The largest seller was National Bank of Canada, cutting an estimated $15.2M.

  • 392 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2022, down from 399 in Q1 2022.
  • Funds reported $1.4B of iShares Select U.S. REIT ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q2 2022 and 38 closed out, a net change of -3 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2022 was Carson Wealth (CWM LLC), an estimated $17.3M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2022 was National Bank of Canada, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2022.