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iShares Select U.S. REIT ETF
ICF

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: 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)

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

Top Buyers

Rank Fund Capital Flow
1
KOC
Koss-Olinger Consulting
Florida
+$13M
2
JP Morgan Chase
JP Morgan Chase
New York
+$9.65M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.48M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.04M
5
BlackRock
BlackRock
New York
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.96M
2
CFB
Cullen/Frost Bankers
Texas
-$8.94M
3
IPW
Intergy Private Wealth
Colorado
-$5.84M
4
M&T Bank
M&T Bank
New York
-$5.07M
5
KWM
KFG Wealth Management
Indiana
-$5.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
51
Ifrah Financial Services
Arkansas
$5.09M -$14.6K -263 -0.3%
CAM
52
Cresset Asset Management
Illinois
$5M +$234K +4,214 +5%
AWS
53
Atria Wealth Solutions
New York
$4.73M -$200K -3,612 -4%
AAS
54
Avantax Advisory Services
Texas
$4.55M +$1.85M +33,417 +73%
TFF
55
The Family Firm
Maryland
$4.45M +$315K +5,675 +8%
PAG
56
Private Advisor Group
New Jersey
$4.27M +$45.5K +820 +1%
FT
57
Fiduciary Trust
Massachusetts
$4.12M -$132K -2,376 -3%
EH
58
Equitable Holdings
New York
$3.11M +$222K +4,012 +8%
BAM
59
Belpointe Asset Management
Nevada
$3.04M +$53.4K +963 +2%
PSCM
60
Per Stirling Capital Management
Texas
$2.93M +$59.7K +1,076 +2%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$2.88M -$297K -5,362 -10%
Goldman Sachs
62
Goldman Sachs
New York
$2.79M -$130K -2,339 -5%
SWA
63
SOA Wealth Advisors
New York
$2.71M +$1M +18,107 +62%
DADC
64
D.A. Davidson & Co
Montana
$2.63M -$2.11K -38 -0.1%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$2.63M +$100K +1,809 +4%
Comerica Bank
66
Comerica Bank
Texas
$2.48M -$110K -1,978 -4%
MAWCM
67
Mine & Arao Wealth Creation & Management
California
$2.48M +$56.5K +1,019 +2%
EWM
68
Evermay Wealth Management
Virginia
$2.45M -$158K -2,843 -6%
ATWA
69
Arbor Trust Wealth Advisors
Michigan
$2.34M +$4.71K +85 +0.2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.32M -$9.92K -179 -0.4%
CCWM
71
Cassaday & Co Wealth Management
Virginia
$2.15M -$100K -1,809 -5%
BOS
72
Bank of Stockton
California
$2.12M -$378K -6,823 -16%
HIA
73
Harbor Investment Advisory
Maryland
$2.1M +$5.32K +96 +0.3%
SWM
74
Spire Wealth Management
Virginia
$2.02M +$8.98K +162 +0.5%
MA
75
Mutual Advisors
Nebraska
$2.01M +$458K +8,259 +33%
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3
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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.