iShares Select U.S. REIT ETF
348 hedge funds and large institutions have $1.32B invested in iShares Select U.S. REIT ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 121 reducing their positions, and 29 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
10% more capital inflows, than outflows
Capital inflows: $85.5M | Capital outflows: $78.1M
0.39% less ownership
Funds ownership: 58.03% → 57.64% (-0.39%)
3% less funds holding
Funds holding: 360 → 348 (-12)
10% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 29
17% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$33.2M |
| 2 |
BlackRock
New York
|
+$7.9M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$6.97M |
| 4 |
Morgan Stanley
New York
|
+$5.38M |
| 5 |
Avidian Wealth Enterprises
Houston,
Texas
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$6.73M |
| 2 |
AMG National Trust Bank
Greenwood Village,
Colorado
|
-$5.25M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.95M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$4.39M |
| 5 |
Stone Asset Management
Austin,
Texas
|
-$3.93M |
ICF Hedge Fund Activity: Q1 2023 in Review
348 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2023, worth a combined $1.32B — up 2% from $1.29B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of ICF and 26 opened new positions — a net loss of 3 holders — while 121 trimmed existing stakes and 101 added.
The largest buyer was Cassaday & Co Wealth Management, adding an estimated $33.2M. The largest seller was Bank of New York Mellon, cutting an estimated $6.73M.
- 348 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2023, down from 360 in Q4 2022.
- Funds reported $1.32B of iShares Select U.S. REIT ETF stock for Q1 2023, up 2% quarter-over-quarter.
- 26 funds opened new iShares Select U.S. REIT ETF positions in Q1 2023 and 29 closed out, a net change of -3 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q1 2023 was Cassaday & Co Wealth Management, an estimated $33.2M added.
- The largest iShares Select U.S. REIT ETF seller in Q1 2023 was Bank of New York Mellon, an estimated $6.73M sold.
Based on aggregated 13F filings for Q1 2023.