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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$132M +$4.16M +68,086 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$89.6M -$6.13M -100,152 -6%
Morgan Stanley
3
Morgan Stanley
New York
$85.5M -$12.9M -210,295 -13%
Bank of America
4
Bank of America
North Carolina
$60.2M +$10.3M +168,796 +21%
Raymond James Financial
5
Raymond James Financial
Florida
$38.5M +$2.42M +39,622 +7%
CWM
6
Connecticut Wealth Management
Connecticut
$29.6M +$1.87M +30,542 +7%
M&T Bank
7
M&T Bank
New York
$29.5M +$447K +7,301 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$29.3M +$3.11M +50,905 +12%
FIA
9
Foundations Investment Advisors
Arizona
$28.7M +$1.53M +25,080 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$28.6M +$4.24M +69,295 +18%
KAS
11
Kestra Advisory Services
Texas
$25.4M -$7.71M -126,128 -23%
LPL Financial
12
LPL Financial
California
$21.8M +$84K +1,374 +0.4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.8M +$922K +15,078 +5%
Creative Planning
14
Creative Planning
Kansas
$20.6M -$740K -12,100 -3%
NPT
15
National Philanthropic Trust
Pennsylvania
$20.6M +$813K +13,300 +4%
ANTB
16
AMG National Trust Bank
Colorado
$19.6M -$177K -2,897 -0.9%
Osaic Holdings
17
Osaic Holdings
Arizona
$18.9M +$3.54M +57,832 +23%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16.1M +$3.43M +56,065 +27%
LIA
19
LBMC Investment Advisors
Tennessee
$15.6M -$1.16M -18,996 -7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$15.4M +$7.83M +127,952 +104%
KeyBank National Association
21
KeyBank National Association
Ohio
$15M +$199K +3,247 +1%
IA
22
IFG Advisors
Missouri
$14.3M +$268K +4,378 +2%
KOC
23
Koss-Olinger Consulting
Florida
$14M -$236K -3,851 -2%
Wells Fargo
24
Wells Fargo
California
$13.8M -$6.83M -111,698 -33%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$13.7M +$94.4K +1,544 +0.7%

ICF Hedge Fund Activity: Q1 2025 in Review

360 of the 7,457 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.