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iShares US Real Estate ETF

499 hedge funds and large institutions have $5.85B invested in iShares US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 147 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+38
Holders Change %
+8.24%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
84
Increased
147
Reduced
144
Closed
39
Calls
$1.2B
Puts
$1.32B
Net Calls
-$127M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
226
Brinker Capital Investments
Pennsylvania
$687K +$366K +3,596 +114%
IWC
227
Integrated Wealth Concepts
Massachusetts
$685K -$41.9K -411 -6%
SIS
228
Sound Income Strategies
Florida
$676K -$2.65K -26 -0.4%
DCM
229
Dimension Capital Management
Florida
$676K
GFWA
230
Grey Fox Wealth Advisors
Delaware
$668K -$2.95K -29 -0.4%
KP
231
Keel Point
Alabama
$663K +$204 +2 +0%
TSS
232
Two Sigma Securities
New York
$661K -$2.24M -22,029 -77%
BA
233
Bristlecone Advisors
Washington
$661K +$33.4K +328 +5%
NW
234
Naviter Wealth
Arkansas
$657K +$386K +3,785 +142%
AI
235
Axos Invest
Nevada
$653K +$653K +6,409 New
FTA
236
Financial & Tax Architects
Missouri
$647K -$41.5K -407 -6%
CMP
237
Courage Miller Partners
Virginia
$647K -$14.6K -143 -2%
SC
238
Sierra Capital
Florida
$644K +$2.55K +25 +0.4%
DC
239
Davenport & Co
Virginia
$640K +$155K +1,522 +32%
ST
240
Sentinel Trust
Texas
$638K
WPW
241
Waldron Private Wealth
Pennsylvania
$636K
CAM
242
Cresset Asset Management
Illinois
$634K -$306 -3 -0%
VFA
243
Valeo Financial Advisors
Indiana
$633K -$35.7K -350 -5%
RIA
244
Regal Investment Advisors
Michigan
$632K -$52.3K -513 -8%
MGIA
245
Moneta Group Investment Advisors
Missouri
$631K +$4.48K +44 +0.7%
FA
246
Faithward Advisors
Pennsylvania
$629K +$7.34K +72 +1%
PWM
247
Perigon Wealth Management
California
$619K +$43.2K +424 +7%
PFP
248
Pinnacle Financial Partners
Tennessee
$617K -$113K -1,107 -15%
GAM
249
Gould Asset Management
California
$609K -$18.3K -180 -3%
BHBT
250
Burke & Herbert Bank & Trust
Virginia
$597K +$143K +1,400 +31%