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iShares US Real Estate ETF

470 hedge funds and large institutions have $4.67B invested in iShares US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 160 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-42
Holders Change %
-8.2%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
153
Reduced
160
Closed
80
Calls
$642M
Puts
$590M
Net Calls
+$51.9M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
226
Sierra Capital
Florida
$564K +$1.17K +13 +0.2%
ST
227
Sentinel Trust
Texas
$563K +$108K +1,200 +24%
WPW
228
Waldron Private Wealth
Pennsylvania
$562K
PWM
229
Perigon Wealth Management
California
$558K +$50.3K +559 +10%
BA
230
Bristlecone Advisors
Washington
$551K +$2.25K +25 +0.4%
MGIA
231
Moneta Group Investment Advisors
Missouri
$549K +$10.2K +113 +2%
CAM
232
Cresset Asset Management
Illinois
$549K -$388K -4,316 -41%
VFA
233
Valeo Financial Advisors
Indiana
$548K -$41.2K -493 -7%
PFS
234
Prospera Financial Services
Texas
$547K +$14.7K +164 +3%
SIM
235
SSI Investment Management
California
$542K -$5.57K -62 -1%
PWP
236
Principle Wealth Partners
Connecticut
$539K -$89.9K -1,000 -14%
HWA
237
HCR Wealth Advisors
California
$534K -$15.6K -174 -3%
ASN
238
Advisory Services Network
Georgia
$520K -$131K -1,457 -20%
GFWA
239
Grey Fox Wealth Advisors
Delaware
$518K -$16.5K -184 -3%
AWS
240
Atria Wealth Solutions
New York
$503K +$13.6K +151 +3%
NS
241
NBC Securities
Alabama
$493K -$10.2K -113 -2%
RG
242
Rathbones Group
United Kingdom
$488K -$18K -200 -4%
SIS
243
Sound Income Strategies
Florida
$465K +$465K +5,177 New
Vanguard Group
244
Vanguard Group
Pennsylvania
$457K
TWM
245
Tanglewood Wealth Management
Texas
$451K
SC
246
Shay Capital
New York
$450K +$450K +5,000 New
CWM
247
Castle Wealth Management
Florida
$449K
SC
248
Schoolcraft Capital
Colorado
$440K
Prudential Financial
249
Prudential Financial
New Jersey
$439K +$26.1K +290 +6%
CFB
250
Cullen/Frost Bankers
Texas
$436K