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iShares Environmentally Aware Real Estate ETF

5 hedge funds and large institutions have $6.15M invested in iShares Environmentally Aware Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $5.25M → $6.15M (+$900K)

0.32% more ownership

Funds ownership: 58.96%59.28% (+0.32%)

0% more funds holding

Funds holding: 55 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
5
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.85M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.57M +$29.6K +1,098 +2%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$709K +$32.4K +1,200 +5%
WP
4
WealthShield Partners
North Carolina
$20.3K +$19K +703 New
Morgan Stanley
5
Morgan Stanley
New York
$34
Osaic Holdings
6
Osaic Holdings
Arizona
-$45.6K -1,842 Closed

ERET Hedge Fund Activity: Q3 2024 in Review

5 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Environmentally Aware Real Estate ETF (ERET) for Q3 2024, worth a combined $6.15M — up 17% from $5.25M a quarter earlier.

Fund positioning in ERET was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $32.4K. The largest seller was Osaic Holdings, exiting entirely with an estimated $45.6K sold.

  • 5 institutional investors held iShares Environmentally Aware Real Estate ETF (ERET) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $6.15M of iShares Environmentally Aware Real Estate ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 1 fund opened new iShares Environmentally Aware Real Estate ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
  • The largest iShares Environmentally Aware Real Estate ETF buyer in Q3 2024 was Thrivent Financial for Lutherans, an estimated $32.4K added.
  • The largest iShares Environmentally Aware Real Estate ETF seller in Q3 2024 was Osaic Holdings, an estimated $45.6K sold.

Based on aggregated 13F filings for Q3 2024.