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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
WIM
126
Westside Investment Management
California
$872K +$129K +2,127 +18%
FOR
127
Family Office Research
Maryland
$853K -$3.52K -58 -0.4%
JWCA
128
J.W. Cole Advisors
Florida
$841K +$34.5K +569 +4%
BCM
129
BTC Capital Management
Iowa
$827K -$1.15K -19 -0.1%
WIC
130
Whitegate Investment Counselors
New Hampshire
$820K +$30.3K +500 +4%
VWA
131
VERITY Wealth Advisors
United States
$803K +$2.54K +42 +0.3%
CPA
132
Capital Planning Advisors
California
$803K
SCM
133
SCS Capital Management
Massachusetts
$792K
WKSWA
134
White Knight Strategic Wealth Advisors
New Jersey
$789K -$33K -545 -4%
IPW
135
Intergy Private Wealth
Colorado
$770K -$25.4K -419 -3%
JJBC
136
James J. Burns & Company
New York
$741K -$7.7K -127 -1%
CCM
137
Coldstream Capital Management
Washington
$698K
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$698K -$1.69M -27,896 -71%
DCM
139
Delta Capital Management
New Jersey
$697K
SA
140
Sanctuary Advisors
Indiana
$657K +$53.6K +885 +9%
Stifel Financial
141
Stifel Financial
Missouri
$654K +$63.8K +1,052 +11%
AWA
142
Arkadios Wealth Advisors
Georgia
$653K +$61 +1 +0%
OCM
143
One Capital Management
California
$625K -$27.6K -455 -4%
PIAS
144
PCA Investment Advisory Services
Ohio
$618K +$612K +10,106 New
SWA
145
Strata Wealth Advisors
Texas
$614K +$29.8K +492 +5%
CW
146
CreativeOne Wealth
Kansas
$590K -$20.8K -343 -3%
GT
147
Glenview Trust
Kentucky
$581K
CWM
148
Congress Wealth Management
Massachusetts
$580K
IAN
149
Integrated Advisors Network
Texas
$576K
AWM
150
Accel Wealth Management
Iowa
$575K -$91.6K -1,511 -14%

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.