iShares Select U.S. REIT ETF
336 hedge funds and large institutions have $1.31B invested in iShares Select U.S. REIT ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 33 closing their positions.
722% more call options, than puts
Call options by funds: $411K | Put options by funds: $50K
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
0.79% more ownership
Funds ownership: 57.64% → 58.43% (+0.79%)
7% less capital inflows, than outflows
Capital inflows: $62.6M | Capital outflows: $67.3M
3% less funds holding
Funds holding: 348 → 336 (-12)
14% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 114
30% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.2M |
| 2 |
Cresset Asset Management
Chicago,
Illinois
|
+$4.94M |
| 3 |
Morgan Stanley
New York
|
+$3.75M |
| 4 |
Cassaday & Co Wealth Management
Mclean,
Virginia
|
+$3.4M |
| 5 |
BlackRock
New York
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Planning Advisors
Roseville,
California
|
-$8.89M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.55M |
| 3 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$4.96M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.15M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$3.15M |
ICF Hedge Fund Activity: Q2 2023 in Review
336 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2023, worth a combined $1.31B — down 0.45% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of ICF and 23 opened new positions — a net loss of 10 holders — while 114 trimmed existing stakes and 98 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $12.2M. The largest seller was Capital Planning Advisors, cutting an estimated $8.89M.
- 336 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2023, down from 348 in Q1 2023.
- Funds reported $1.31B of iShares Select U.S. REIT ETF stock for Q2 2023, down 0.45% quarter-over-quarter.
- 23 funds opened new iShares Select U.S. REIT ETF positions in Q2 2023 and 33 closed out, a net change of -10 holders.
- The largest iShares Select U.S. REIT ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $12.2M added.
- The largest iShares Select U.S. REIT ETF seller in Q2 2023 was Capital Planning Advisors, an estimated $8.89M sold.
Based on aggregated 13F filings for Q2 2023.