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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
RMC
101
Regis Management Company
California
$1.2M
CB
102
Commerce Bank
Missouri
$1.19M
Citigroup
103
Citigroup
New York
$1.19M +$31.2K +563 +3%
CFG
104
Clayton Financial Group
Missouri
$1.18M +$132K +2,378 +13%
PCA
105
Peddock Capital Advisors
Massachusetts
$1.15M +$10.9K +197 +1%
WIC
106
Whitegate Investment Counselors
New Hampshire
$1.14M
HSBC Holdings
107
HSBC Holdings
United Kingdom
$1.08M +$453K +8,167 +77%
CPA
108
Capital Planning Advisors
California
$1.07M
MML Investors Services
109
MML Investors Services
Massachusetts
$1.06M -$61.3K -1,105 -6%
PFBT
110
Parkside Financial Bank & Trust
Missouri
$1.01M +$222 +4 +0%
ATI
111
ARK & TLK Investments
Oklahoma
$1M
MWM
112
Modera Wealth Management
New Jersey
$995K -$39.5K -713 -4%
FWM
113
Fortress Wealth Management
California
$993K +$2K +36 +0.2%
DWM
114
Dakota Wealth Management
Florida
$983K -$4.16K -75 -0.4%
SCG
115
Sonata Capital Group
Washington
$980K +$18.8K +339 +2%
CCA
116
Cobblestone Capital Advisors
New York
$964K
MYIA
117
Mount Yale Investment Advisors
Colorado
$948K
HWM
118
Horizons Wealth Management
North Carolina
$921K -$832 -15 -0.1%
TCG
119
Transcendent Capital Group
Oklahoma
$919K -$57.1K -1,029 -6%
SIC
120
Sigma Investment Counselors
Michigan
$906K +$38.8K +700 +5%
WA
121
Wealthstream Advisors
New York
$895K -$665 -12 -0.1%
HWM
122
HB Wealth Management
Georgia
$891K
NA
123
NewEdge Advisors
Louisiana
$862K +$12.8K +230 +2%
ATPW
124
Ashton Thomas Private Wealth
Arizona
$819K -$11.6K -210 -1%
EAM
125
Evanson Asset Management
California
$818K

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.