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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
CW
151
CreativeOne Wealth
Kansas
$615K -$67.7K -1,107 -10%
Truist Financial
152
Truist Financial
North Carolina
$607K -$11.4K -187 -2%
SA
153
Sanctuary Advisors
Indiana
$607K
Stifel Financial
154
Stifel Financial
Missouri
$593K +$191K +3,129 +48%
SWA
155
Strata Wealth Advisors
Texas
$588K +$286K +4,683 +96%
GT
156
Glenview Trust
Kentucky
$585K
CWM
157
Congress Wealth Management
Massachusetts
$583K +$580K +9,480 New
IAN
158
Integrated Advisors Network
Texas
$580K -$17.6K -288 -3%
RFG
159
Range Financial Group
Oregon
$571K +$6.97K +114 +1%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$568K
TWM
161
Tolleson Wealth Management
Texas
$559K
JIR
162
James Investment Research
Ohio
$554K
Vanguard Group
163
Vanguard Group
Pennsylvania
$554K
GS
164
GWN Securities
Florida
$551K +$548K +8,954 New
ACA
165
Affinity Capital Advisors
California
$543K
DWM
166
Diversify Wealth Management
Utah
$538K -$40.6K -664 -7%
SIC
167
SJS Investment Consulting
Ohio
$526K
WPC
168
Waters Parkerson & Co
Louisiana
$526K
MG
169
Mather Group
Illinois
$525K +$60.5K +989 +13%
BCWM
170
Bartlett & Co Wealth Management
Ohio
$521K +$456K +7,460 +746%
EWM
171
Evermay Wealth Management
Virginia
$503K -$1.23M -20,044 -71%
SWP
172
Stratos Wealth Partners
Ohio
$484K +$2.26K +37 +0.5%
FTS
173
Fifth Third Securities
Ohio
$482K -$6.24K -102 -1%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$479K +$54.9K +898 +13%
ACA
175
Aptus Capital Advisors
Alabama
$477K -$60K -981 -11%

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.