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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
JWA
176
JFS Wealth Advisors
Pennsylvania
$404K +$36.8K +663 +10%
SWP
177
Stratos Wealth Partners
Ohio
$404K +$11.8K +213 +3%
SGK
178
Steigerwald Gordon & Koch
Virginia
$402K -$10.5K -190 -3%
AWM
179
AE Wealth Management
Kansas
$401K -$35.5K -640 -8%
PO
180
Private Ocean
California
$396K
P
181
Pitcairn
Pennsylvania
$395K
NB
182
Nicolet Bankshares
Wisconsin
$383K
LFAS
183
Level Four Advisory Services
Texas
$381K +$54.4K +981 +17%
AIS
184
American Investment Services
Massachusetts
$359K -$15.1K -273 -4%
WW
185
Westshore Wealth
California
$354K +$1.94K +35 +0.6%
CAAS
186
Capital Asset Advisory Services
Michigan
$350K +$37.9K +684 +13%
AWM
187
Axxcess Wealth Management
California
$349K +$36.9K +665 +12%
SAM
188
SP Asset Management
California
$349K +$1.55K +28 +0.5%
DPI
189
Diversified Portfolios Inc
Michigan
$342K
EIP
190
Ellis Investment Partners
Pennsylvania
$332K -$65.6K -1,183 -17%
CAG
191
Csenge Advisory Group
Florida
$329K
DIP
192
DT Investment Partners
Pennsylvania
$324K
TYCC
193
Texas Yale Capital Corp
Florida
$321K
SS
194
Sunbelt Securities
Texas
$320K
SSB
195
Sandy Spring Bank
Maryland
$313K -$23.1K -417 -7%
RSWM
196
Robertson Stephens Wealth Management
California
$304K +$294K +5,303 New
HIC
197
Holderness Investments Company
North Carolina
$304K
SFA
198
Sequoia Financial Advisors
Ohio
$302K
AIP
199
ARS Investment Partners
New York
$301K
AWM
200
Accel Wealth Management
Iowa
$297K +$84.3K +1,520 +41%

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.