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iShares US Real Estate ETF

461 hedge funds and large institutions have $3.02B invested in iShares US Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 159 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-9
Holders Change %
-1.91%
% of All Funds
6.71%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
55
Increased
135
Reduced
159
Closed
56
Calls
$619M
Puts
$512M
Net Calls
+$107M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
226
Prospera Financial Services
Texas
$519K -$14.7K -167 -3%
PMAM
227
Picton Mahoney Asset Management
Ontario, Canada
$509K +$265K +3,020 +109%
HWA
228
HCR Wealth Advisors
California
$499K -$21.9K -250 -4%
AWS
229
Atria Wealth Solutions
New York
$497K +$6.32K +72 +1%
PWM
230
Perigon Wealth Management
California
$496K -$48.7K -555 -9%
GWM
231
Graybill Wealth Management
Illinois
$475K +$221K +2,521 +87%
AAS
232
Ameritas Advisory Services
Nebraska
$455K +$154K +1,752 +51%
GWM
233
Geneos Wealth Management
Colorado
$453K -$4.75M -54,094 -91%
JSL
234
JT Stratford LLC
Georgia
$453K +$453K +5,166 New
NS
235
NBC Securities
Alabama
$451K -$29.6K -338 -6%
Vanguard Group
236
Vanguard Group
Pennsylvania
$446K
BSW
237
Buckingham Strategic Wealth
Missouri
$440K -$190K -2,162 -30%
Nomura Asset Management
238
Nomura Asset Management
Japan
$439K +$175K +2,000 +67%
CWM
239
Castle Wealth Management
Florida
$438K +$88 +1 +0%
Prudential Financial
240
Prudential Financial
New Jersey
$422K -$6.67K -76 -2%
LIM
241
Leavell Investment Management
Alabama
$421K
DC
242
Davenport & Co
Virginia
$418K +$148K +1,686 +55%
RG
243
Rathbones Group
United Kingdom
$414K -$62.3K -710 -13%
BCM
244
Bayesian Capital Management
New York
$412K -$1.62M -18,500 -80%
AGAM
245
Audent Global Asset Management
California
$410K +$7.37K +84 +2%
ACP
246
Aveo Capital Partners
Colorado
$408K -$24.5K -279 -6%
CWP
247
CFM Wealth Partners
Texas
$405K -$262K -2,987 -39%
GFS
248
GYL Financial Synergies
Connecticut
$405K +$24.6K +280 +6%
BHBT
249
Burke & Herbert Bank & Trust
Virginia
$392K +$392K +4,465 New
CA
250
Clearstead Advisors
Ohio
$389K +$37.4K +426 +11%