iShares Environmentally Aware Real Estate ETF
ERET
3 hedge funds and large institutions have $6.54M invested in iShares Environmentally Aware Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 3 closing their positions.
10.42% less ownership
Funds ownership: 81.34% → 70.92% (-10%)
14% less capital invested
Capital invested by funds: $7.63M → $6.54M (-$1.09M)
40% less funds holding
Funds holding: 5 → 3 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$516K |
| 2 |
B
BetterWealth
San Jose,
California
|
-$241K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$211K |
| 4 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
-$939 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $5M | – | – | – |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.55M | -$211K | -8,403 | -12% |
|
|
3
Morgan Stanley
New York
| $30 | +$25 | +1 | New |
|
|
4
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$516K | -19,812 | Closed |
|
|
B
5
BetterWealth
San Jose,
California
| – | -$241K | -9,248 | Closed |
|
|
RIM
6
Rockbridge Investment Management
Syracuse,
New York
| – | -$939 | -36 | Closed |
|
ERET Hedge Fund Activity: Q1 2024 in Review
3 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in iShares Environmentally Aware Real Estate ETF (ERET) for Q1 2024, worth a combined $6.54M — down 14% from $7.63M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ERET and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $25. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $516K sold.
- 3 institutional investors held iShares Environmentally Aware Real Estate ETF (ERET) as of Q1 2024, down from 5 in Q4 2023.
- Funds reported $6.54M of iShares Environmentally Aware Real Estate ETF stock for Q1 2024, down 14% quarter-over-quarter.
- 1 fund opened new iShares Environmentally Aware Real Estate ETF positions in Q1 2024 and 3 closed out, a net change of -2 holders.
- The largest iShares Environmentally Aware Real Estate ETF buyer in Q1 2024 was Morgan Stanley, an estimated $25 added.
- The largest iShares Environmentally Aware Real Estate ETF seller in Q1 2024 was Thrivent Financial for Lutherans, an estimated $516K sold.
Based on aggregated 13F filings for Q1 2024.