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iShares Select U.S. REIT ETF

348 hedge funds and large institutions have $1.21B invested in iShares Select U.S. REIT ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 105 increasing their positions, 111 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% less ownership

Funds ownership: 62.34%61.88% (-0.47%)

4% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$46.9M)

5% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 111

3% less funds holding

Funds holding: 360348 (-12)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
348
Holders Change
-12
Holders Change %
-3.33%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
105
Reduced
111
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$137M +$5.33M +87,884 +4%
Morgan Stanley
2
Morgan Stanley
New York
$87.6M +$2.57M +42,483 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$74.3M -$14.6M -241,183 -17%
Bank of America
4
Bank of America
North Carolina
$48.4M -$11.3M -187,019 -19%
Raymond James Financial
5
Raymond James Financial
Florida
$38.2M -$116K -1,922 -0.3%
FIA
6
Foundations Investment Advisors
Arizona
$32.9M +$4.32M +71,272 +15%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$31M +$1.86M +30,624 +6%
CWM
8
Connecticut Wealth Management
Connecticut
$29.2M -$221K -3,645 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$28.6M +$177K +2,914 +0.6%
M&T Bank
10
M&T Bank
New York
$28.5M -$783K -12,927 -3%
LPL Financial
11
LPL Financial
California
$23.9M +$2.21M +36,421 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$23.8M +$4.89M +80,672 +26%
KAS
13
Kestra Advisory Services
Texas
$22.1M -$3.18M -52,470 -13%
NPT
14
National Philanthropic Trust
Pennsylvania
$20.2M -$207K -3,410 -1%
Creative Planning
15
Creative Planning
Kansas
$19.4M -$1.06M -17,436 -5%
ANTB
16
AMG National Trust Bank
Colorado
$19.3M -$230K -3,791 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15.9M -$96.5K -1,592 -0.6%
LIA
18
LBMC Investment Advisors
Tennessee
$15.7M +$110K +1,811 +0.7%
KeyBank National Association
19
KeyBank National Association
Ohio
$14.5M -$394K -6,501 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.4M -$6.21M -102,462 -30%
IA
21
IFG Advisors
Missouri
$14.3M +$84.8K +1,400 +0.6%
Wells Fargo
22
Wells Fargo
California
$13.8M +$77.1K +1,272 +0.6%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$13.4M -$243K -4,010 -2%
KOC
24
Koss-Olinger Consulting
Florida
$12.8M -$1.11M -18,313 -8%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$12.4M -$415K -6,853 -3%

ICF Hedge Fund Activity: Q2 2025 in Review

348 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q2 2025, worth a combined $1.21B — down 3.7% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ICF and 21 opened new positions — a net loss of 8 holders — while 111 trimmed existing stakes and 105 added.

The largest buyer was Merit Financial Group, adding an estimated $6.09M. The largest seller was JP Morgan Chase, cutting an estimated $14.6M.

  • 348 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q2 2025, down from 360 in Q1 2025.
  • Funds reported $1.21B of iShares Select U.S. REIT ETF stock for Q2 2025, down 3.7% quarter-over-quarter.
  • 21 funds opened new iShares Select U.S. REIT ETF positions in Q2 2025 and 29 closed out, a net change of -8 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q2 2025 was Merit Financial Group, an estimated $6.09M added.
  • The largest iShares Select U.S. REIT ETF seller in Q2 2025 was JP Morgan Chase, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2025.