IYR icon

iShares US Real Estate ETF

512 hedge funds and large institutions have $5.26B invested in iShares US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 131 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+56
Holders Change %
+12.28%
% of All Funds
7.51%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.21%
New
107
Increased
131
Reduced
155
Closed
47
Calls
$957M
Puts
$1.2B
Net Calls
-$245M
Net Calls Change
-$248M
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
226
Lincoln National Corp
Pennsylvania
$643K -$4.66K -51 -0.7%
PWP
227
Principle Wealth Partners
Connecticut
$640K
MC
228
Moors & Cabot
Massachusetts
$618K +$128K +1,395 +26%
DCM
229
Dimension Capital Management
Florida
$606K
CMP
230
Courage Miller Partners
Virginia
$606K -$83.5K -913 -12%
OC
231
Oppenheimer & Co
New York
$604K -$31.8K -348 -5%
PVH
232
Psagot Value Holdings
Israel
$603K +$476K +5,154 +375%
GW
233
GW & Wade
Massachusetts
$601K
CCM
234
Crabel Capital Management
California
$599K +$123K +1,341 +26%
GAM
235
Gould Asset Management
California
$599K -$5.03K -55 -0.8%
KP
236
Keel Point
Alabama
$599K -$305K -3,341 -34%
EWP
237
Elevation Wealth Partners
California
$597K +$597K +7,645 New
SC
238
Sierra Capital
Florida
$573K +$6.22K +68 +1%
QT
239
Quantbot Technologies
New York
$571K -$2.27M -24,844 -80%
WPW
240
Waldron Private Wealth
Pennsylvania
$571K
SHFP
241
Second Half Financial Partners
Florida
$566K -$30.3K -332 -5%
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
$565K -$274 -3 -0%
Deutsche Bank
243
Deutsche Bank
Germany
$562K
HWA
244
HCR Wealth Advisors
California
$559K +$36.9K +404 +7%
BA
245
Bristlecone Advisors
Washington
$558K +$94.3K +1,032 +20%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$558K +$226K +2,470 +68%
SIM
247
SSI Investment Management
California
$557K -$1.92K -21 -0.3%
MGIA
248
Moneta Group Investment Advisors
Missouri
$548K -$17.9K -196 -3%
GFWA
249
Grey Fox Wealth Advisors
Delaware
$543K +$128K +1,400 +31%
PFS
250
Prospera Financial Services
Texas
$541K -$285K -3,123 -35%