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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
WKSWA
126
White Knight Strategic Wealth Advisors
New Jersey
$797K -$18.5K -334 -2%
BCM
127
BTC Capital Management
Iowa
$794K
IPW
128
Intergy Private Wealth
Colorado
$768K -$5.84M -105,269 -89%
AGAM
129
Audent Global Asset Management
California
$760K +$14.6K +264 +2%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$759K -$24.5K -442 -3%
BPA
131
Beacon Pointe Advisors
California
$755K
JJBC
132
James J. Burns & Company
New York
$754K -$30.3K -546 -4%
JWCA
133
J.W. Cole Advisors
Florida
$739K -$38.6K -697 -5%
VWA
134
VERITY Wealth Advisors
United States
$736K +$1.72K +31 +0.2%
WA
135
Wambolt & Associates
Colorado
$709K -$30.9K -557 -4%
Stifel Financial
136
Stifel Financial
Missouri
$705K -$841K -15,169 -55%
OCM
137
One Capital Management
California
$679K -$175K -3,164 -21%
CW
138
CreativeOne Wealth
Kansas
$660K -$39.9K -719 -6%
1IA
139
1834 Investment Advisors
Wisconsin
$653K +$5.82K +105 +0.9%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$644K +$55 +1 +0%
CCM
141
Coldstream Capital Management
Washington
$640K
IWP
142
Innova Wealth Partners
Pennsylvania
$595K -$1.14M -20,508 -66%
FWIA
143
Fort Washington Investment Advisors
Ohio
$590K -$5.54K -100 -1%
Jane Street
144
Jane Street
New York
$586K +$339K +6,111 +148%
ACA
145
Affinity Capital Advisors
California
$586K -$62.8K -1,133 -10%
AWA
146
Arkadios Wealth Advisors
Georgia
$583K +$306K +5,512 +118%
RFG
147
Range Financial Group
Oregon
$571K -$4.21K -76 -0.8%
Prudential Financial
148
Prudential Financial
New Jersey
$571K +$70.4K +1,269 +15%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$563K +$38.8K +700 +8%
Truist Financial
150
Truist Financial
North Carolina
$550K -$62.2K -1,122 -10%

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.