iShares Environmentally Aware Real Estate ETF
ERET
5 hedge funds and large institutions have $7.63M invested in iShares Environmentally Aware Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
13% more capital invested
Capital invested by funds: $6.77M → $7.63M (+$857K)
0.04% less ownership
Funds ownership: 81.38% → 81.34% (-0.04%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$472K |
| 2 |
B
BetterWealth
San Jose,
California
|
+$1.17K |
| 3 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
+$857 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$239K |
| 2 |
BlackRock
New York
|
-$238K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $5.08M | -$238K | -10,000 | -5% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.79M | -$239K | -10,058 | -13% |
|
|
3
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $516K | +$472K | +19,812 | New |
|
|
B
4
BetterWealth
San Jose,
California
| $241K | +$1.17K | +49 | +0.5% |
|
|
RIM
5
Rockbridge Investment Management
Syracuse,
New York
| $939 | +$857 | +36 | New |
|
ERET Hedge Fund Activity: Q4 2023 in Review
5 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in iShares Environmentally Aware Real Estate ETF (ERET) for Q4 2023, worth a combined $7.63M — up 13% from $6.77M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ERET positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $472K. The largest seller was Susquehanna International Group, cutting an estimated $239K.
- 5 institutional investors held iShares Environmentally Aware Real Estate ETF (ERET) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $7.63M of iShares Environmentally Aware Real Estate ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 2 funds opened new iShares Environmentally Aware Real Estate ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest iShares Environmentally Aware Real Estate ETF buyer in Q4 2023 was Thrivent Financial for Lutherans, an estimated $472K added.
- The largest iShares Environmentally Aware Real Estate ETF seller in Q4 2023 was Susquehanna International Group, an estimated $239K sold.
Based on aggregated 13F filings for Q4 2023.