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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.

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: 336331 (-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: 75 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
76
Kayne Anderson Rudnick Investment Management
California
$1.97M +$943 +17 +0%
FRA
77
Frank Rimerman Advisors
California
$1.93M -$1.94K -35 -0.1%
FNC
78
First National Corp
Massachusetts
$1.9M +$224K +4,034 +14%
JE
79
JMAC Enterprises
Pennsylvania
$1.89M +$26.9K +485 +1%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$1.78M
Citadel Advisors
81
Citadel Advisors
Florida
$1.71M +$1.38M +24,909 +501%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$1.67M -$414K -7,459 -20%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.62M +$458K +8,259 +41%
AWM
84
Avior Wealth Management
Nebraska
$1.55M -$306K -5,526 -17%
BSW
85
Buckingham Strategic Wealth
Missouri
$1.54M -$75.5K -1,362 -5%
CAAM
86
Cornerstone Advisors Asset Management
Pennsylvania
$1.53M +$118K +2,126 +9%
AWE
87
Avidian Wealth Enterprises
Texas
$1.52M -$652K -11,756 -31%
CIA
88
Capital Investment Advisors
Georgia
$1.51M -$102K -1,839 -7%
LSAG
89
Lake Street Advisors Group
New Hampshire
$1.49M
IWM
90
IHT Wealth Management
Illinois
$1.47M -$23.8K -429 -2%
PS
91
Principal Securities
Iowa
$1.46M -$14.1K -254 -1%
B
92
Bailard
California
$1.45M -$81K -1,461 -5%
MWM
93
Mosley Wealth Management
California
$1.36M +$105K +1,890 +9%
TTWM
94
TCV Trust & Wealth Management
Virginia
$1.36M -$4.99K -90 -0.4%
CIA
95
Choate Investment Advisors
Massachusetts
$1.35M -$1.2M -21,728 -48%
SC
96
Savant Capital
Illinois
$1.31M +$1.27M +22,844 New
RJA
97
Raymond James & Associates
Florida
$1.28M -$192K -3,470 -13%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$1.26M -$1.11K -20 -0.1%
JA
99
JVL Associates
Michigan
$1.26M
WLIM
100
White Lighthouse Investment Management
Massachusetts
$1.24M +$47.3K +854 +4%

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.