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iShares Select U.S. REIT ETF

360 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.24B → $1.25B (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.51% less ownership

Funds ownership: 62.86%62.34% (-0.51%)

3% less funds holding

Funds holding: 371360 (-11)

12% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 115

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

Holders
360
Holders Change
-11
Holders Change %
-2.96%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
101
Reduced
115
Closed
28
Calls
$295K
Puts
Net Calls
+$295K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
126
Evanson Asset Management
California
$878K
IWP
127
Innova Wealth Partners
Pennsylvania
$873K -$1.9M -31,095 -69%
HWM
128
Horizons Wealth Management
North Carolina
$868K -$4.34K -71 -0.5%
FOR
129
Family Office Research
Maryland
$861K -$5.63K -92 -0.7%
BCM
130
BTC Capital Management
Iowa
$833K -$11.7K -191 -1%
WKSWA
131
White Knight Strategic Wealth Advisors
New Jersey
$827K -$850K -13,895 -51%
JWCA
132
J.W. Cole Advisors
Florida
$811K +$4.1K +67 +0.5%
CPA
133
Capital Planning Advisors
California
$807K
VWA
134
VERITY Wealth Advisors
United States
$805K +$7.89K +129 +1%
IPW
135
Intergy Private Wealth
Colorado
$801K -$6.48K -106 -0.8%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$798K
SCM
137
SCS Capital Management
Massachusetts
$797K +$792K +12,952 New
WIC
138
Whitegate Investment Counselors
New Hampshire
$795K -$294K -4,800 -27%
JJBC
139
James J. Burns & Company
New York
$754K -$14.8K -242 -2%
CFG
140
Clayton Financial Group
Missouri
$749K -$85.1K -1,391 -10%
WIM
141
Westside Investment Management
California
$746K +$77.6K +1,269 +12%
PAG
142
Private Advisor Group
New Jersey
$745K -$87.5K -1,431 -11%
NRI
143
NFP Retirement Inc
California
$717K +$713K +11,658 New
CCM
144
Coldstream Capital Management
Washington
$702K -$39.8K -650 -5%
DCM
145
Delta Capital Management
New Jersey
$701K
AWM
146
Accel Wealth Management
Iowa
$671K -$1.28K -21 -0.2%
WA
147
Wambolt & Associates
Colorado
$670K +$245 +4 +0%
OCM
148
One Capital Management
California
$657K -$46.1K -753 -7%
AWA
149
Arkadios Wealth Advisors
Georgia
$657K +$45.2K +739 +7%
TRCT
150
Tower Research Capital (TRC)
New York
$654K +$648K +10,588 +31,141%

ICF Hedge Fund Activity: Q1 2025 in Review

360 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2025, worth a combined $1.25B — up 0.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ICF and 22 opened new positions — a net loss of 6 holders — while 115 trimmed existing stakes and 101 added.

The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 360 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2025, down from 371 in Q4 2024.
  • Funds reported $1.25B of iShares Select U.S. REIT ETF stock for Q1 2025, up 0.9% quarter-over-quarter.
  • 22 funds opened new iShares Select U.S. REIT ETF positions in Q1 2025 and 28 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2025 was Bank of America, an estimated $10.3M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2025 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2025.