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iShares Select U.S. REIT ETF

345 hedge funds and large institutions have $1.26B invested in iShares Select U.S. REIT ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 109 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $1.1B → $1.26B (+$153M)

4% more funds holding

Funds holding: 332345 (+13)

0.7% less ownership

Funds ownership: 53.34%52.64% (-0.7%)

6% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 109

Holders
345
Holders Change
+13
Holders Change %
+3.92%
% of All Funds
6.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
35
Increased
103
Reduced
109
Closed
17
Calls
$5.65M
Puts
Net Calls
+$5.65M
Net Calls Change
+$5.65M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
One Capital Management
California
$4.03M -$3.93M -62,535 -50%
FI
52
Financial Insights
Washington
$4.02M -$13.8K -220 -3%
BOS
53
Bank of Stockton
California
$3.83M +$927K +14,750 +34%
DWM
54
Dakota Wealth Management
Florida
$3.76M +$29.3K +466 +0.8%
FRA
55
Frank Rimerman Advisors
California
$3.43M -$59.6K -948 -2%
IWP
56
Innova Wealth Partners
Pennsylvania
$3.4M +$1.12M +17,822 +52%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$3.32M
BU
58
BBVA USA
Alabama
$3.28M +$3.16M +50,261 New
BAM
59
Belpointe Asset Management
Nevada
$3.26M +$5.53K +88 +0.2%
HHRDM
60
H&H Retirement Design & Management
Nevada
$3.24M -$176K -2,799 -6%
RJA
61
Raymond James & Associates
Florida
$3.09M +$101K +1,615 +4%
PS
62
Portfolio Strategies
New York
$3.03M +$2.91M +46,343 New
WA
63
Wambolt & Associates
Colorado
$2.83M -$53.6K -853 -2%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$2.71M -$167K -2,652 -6%
WCM
65
Windham Capital Management
Massachusetts
$2.68M
TCWA
66
Ten Capital Wealth Advisors
Washington
$2.67M +$811K +12,911 +46%
CIA
67
Capital Investment Advisors
Georgia
$2.65M -$9.74K -155 -0.4%
MAWCM
68
Mine & Arao Wealth Creation & Management
California
$2.64M +$10.4K +166 +0.4%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$2.58M +$310K +4,935 +14%
Citigroup
70
Citigroup
New York
$2.57M -$169K -2,696 -6%
AAS
71
Avantax Advisory Services
Texas
$2.56M +$117K +1,864 +5%
Kayne Anderson Rudnick Investment Management
72
Kayne Anderson Rudnick Investment Management
California
$2.52M -$45.7K -727 -2%
PAG
73
Private Advisor Group
New Jersey
$2.52M +$215K +3,427 +10%
TFF
74
The Family Firm
Maryland
$2.5M -$7.92K -126 -0.3%
AWM
75
Avior Wealth Management
Nebraska
$2.48M -$309K -4,919 -11%

ICF Hedge Fund Activity: Q2 2021 in Review

345 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2021, worth a combined $1.26B — up 14% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ICF positions and 17 closed out — a net gain of 18 holders — while 103 added to existing stakes and 109 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.59M. The largest seller was Gunma Bank, cutting an estimated $18.4M.

  • 345 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2021, up from 332 in Q1 2021.
  • Funds reported $1.26B of iShares Select U.S. REIT ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 35 funds opened new iShares Select U.S. REIT ETF positions in Q2 2021 and 17 closed out, a net change of +18 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $5.59M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2021 was Gunma Bank, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2021.