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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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.33M +$2.67K +44 +0.2%
AWE
102
Avidian Wealth Enterprises
Texas
$1.33M +$31.6K +521 +2%
B
103
Bailard
California
$1.32M -$41.1K -678 -3%
WANY
104
Wealthspire Advisors (New York)
New York
$1.28M +$485 +8 +0%
BOS
105
Bank of Stockton
California
$1.25M -$274K -4,522 -18%
BC
106
Broadwater Capital
Massachusetts
$1.22M +$72.9K +1,203 +6,015%
WLIM
107
White Lighthouse Investment Management
Massachusetts
$1.21M +$3.33K +55 +0.3%
VFA
108
Valeo Financial Advisors
Indiana
$1.18M -$343K -5,656 -23%
TTWM
109
TCV Trust & Wealth Management
Virginia
$1.18M -$2.73K -45 -0.2%
William Blair & Company
110
William Blair & Company
Illinois
$1.14M +$1.01M +16,629 +825%
ATI
111
ARK & TLK Investments
Oklahoma
$1.07M
SCG
112
Sonata Capital Group
Washington
$1.05M +$5.09K +84 +0.5%
MYIA
113
Mount Yale Investment Advisors
Colorado
$1.02M +$7.7K +127 +0.8%
DWM
114
Dakota Wealth Management
Florida
$995K -$35.5K -586 -3%
NA
115
NewEdge Advisors
Louisiana
$992K -$10.5K -174 -1%
CCA
116
Cobblestone Capital Advisors
New York
$951K
FWM
117
Fortress Wealth Management
California
$951K -$1.94K -32 -0.2%
WA
118
Wealthstream Advisors
New York
$950K
BPA
119
Beacon Pointe Advisors
California
$948K +$61 +1 +0%
MWM
120
Modera Wealth Management
New Jersey
$945K -$21K -346 -2%
AGAM
121
Audent Global Asset Management
California
$936K +$8.42K +139 +0.9%
PAG
122
Private Advisor Group
New Jersey
$925K +$182K +3,006 +25%
HWM
123
Horizons Wealth Management
North Carolina
$900K +$36.4K +601 +4%
EAM
124
Evanson Asset Management
California
$878K +$4.79K +79 +0.6%
SIC
125
Sigma Investment Counselors
Michigan
$874K -$6K -99 -0.7%

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.