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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
IAN
151
Integrated Advisors Network
Texas
$549K +$28.8K +519 +6%
CAL
152
Capital Analysts LLC
Pennsylvania
$548K +$59.6K +1,075 +13%
GT
153
Glenview Trust
Kentucky
$544K
SIC
154
SJS Investment Consulting
Ohio
$544K -$70.4K -1,270 -12%
FMWA
155
Forvis Mazars Wealth Advisors
Missouri
$526K -$106K -1,912 -17%
TWM
156
Tolleson Wealth Management
Texas
$526K -$1.72K -31 -0.3%
JIR
157
James Investment Research
Ohio
$516K
Vanguard Group
158
Vanguard Group
Pennsylvania
$516K
WIM
159
Westside Investment Management
California
$512K +$80.7K +1,455 +19%
MG
160
Mather Group
Illinois
$511K +$224K +4,034 +84%
FTS
161
Fifth Third Securities
Ohio
$504K -$14K -253 -3%
SA
162
Sanctuary Advisors
Indiana
$503K +$521K +9,390 New
WPW
163
Waldron Private Wealth
Pennsylvania
$501K
WPC
164
Waters Parkerson & Co
Louisiana
$494K
CTC
165
Central Trust Company
Missouri
$491K -$46.5K -839 -9%
EWA
166
EP Wealth Advisors
California
$478K -$67.3K -1,213 -13%
HNB
167
Huntington National Bank
Ohio
$468K
FW
168
Fairway Wealth
Ohio
$447K +$1.33K +24 +0.3%
TRCT
169
Tower Research Capital (TRC)
New York
$440K +$404K +7,282 +1,858%
GT
170
Glenmede Trust
Pennsylvania
$439K
S
171
Sachetta
Massachusetts
$426K
CAM
172
Cozad Asset Management
Illinois
$417K -$43.5K -784 -10%
VFA
173
Valeo Financial Advisors
Indiana
$408K +$943 +17 +0.2%
RJT
174
Raymond James Trust
Florida
$406K -$88.3K -1,592 -18%
BBNA
175
Bremer Bank National Association
Minnesota
$405K +$10.1K +183 +3%

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.