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iShares Select U.S. REIT ETF

348 hedge funds and large institutions have $1.21B invested in iShares Select U.S. REIT ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% less ownership

Funds ownership: 62.34%61.88% (-0.47%)

4% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$46.9M)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 111

3% less funds holding

Funds holding: 360348 (-12)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
348
Holders Change
-12
Holders Change %
-3.33%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
105
Reduced
111
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$5.49M -$112K -1,854 -2%
IFS
52
Ifrah Financial Services
Arkansas
$5.32M +$29.2K +482 +0.6%
GC
53
Garde Capital
Washington
$5.26M -$32.8K -542 -0.6%
TFF
54
The Family Firm
Maryland
$4.86M +$8.12K +134 +0.2%
CWG
55
Cornerstone Wealth Group
North Carolina
$4.51M -$466K -7,688 -9%
MWM
56
Modern Wealth Management
Kansas
$4.3M +$4.26M +70,317 New
FT
57
Fiduciary Trust
Massachusetts
$3.9M -$90.7K -1,496 -2%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$3.88M +$1.26M +20,723 +48%
EH
59
Equitable Holdings
New York
$3.69M +$217K +3,582 +6%
ATWA
60
Arbor Trust Wealth Advisors
Michigan
$3.67M -$431K -7,112 -11%
PSCM
61
Per Stirling Capital Management
Texas
$3.66M +$134K +2,211 +4%
SWA
62
SOA Wealth Advisors
New York
$3.36M +$210K +3,470 +7%
NRI
63
NFP Retirement Inc
California
$3.33M +$2.59M +42,721 +366%
AWM
64
Avior Wealth Management
Nebraska
$3.1M +$1.62M +26,813 +113%
BAM
65
Belpointe Asset Management
Nevada
$3.05M -$5.09K -84 -0.2%
DADC
66
D.A. Davidson & Co
Montana
$2.92M +$368K +6,070 +15%
AWS
67
Atria Wealth Solutions
New York
$2.82M -$1.86M -30,641 -40%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$2.61M +$193K +3,190 +8%
CAAM
69
Cornerstone Advisors Asset Management
Pennsylvania
$2.55M +$243K +4,018 +11%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$2.48M -$345K -5,698 -12%
MAWCM
71
Mine & Arao Wealth Creation & Management
California
$2.44M -$1.09K -18 -0%
Comerica Bank
72
Comerica Bank
Texas
$2.36M -$385K -6,359 -14%
CCWM
73
Cassaday & Co Wealth Management
Virginia
$2.34M +$48.5K +800 +2%
HIA
74
Harbor Investment Advisory
Maryland
$2.23M +$2.12K +35 +0.1%
Citadel Advisors
75
Citadel Advisors
Florida
$2.19M -$489K -8,063 -18%

ICF Hedge Fund Activity: Q2 2025 in Review

348 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2025, worth a combined $1.21B — down 3.7% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ICF and 21 opened new positions — a net loss of 8 holders — while 111 trimmed existing stakes and 105 added.

The largest buyer was Merit Financial Group, adding an estimated $6.09M. The largest seller was JP Morgan Chase, cutting an estimated $14.6M.

  • 348 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2025, down from 360 in Q1 2025.
  • Funds reported $1.21B of iShares Select U.S. REIT ETF stock for Q2 2025, down 3.7% quarter-over-quarter.
  • 21 funds opened new iShares Select U.S. REIT ETF positions in Q2 2025 and 29 closed out, a net change of -8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2025 was Merit Financial Group, an estimated $6.09M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2025 was JP Morgan Chase, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2025.