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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 %
CA
251
Cetera Advisors
Colorado
$526K -$128K -1,399 -20%
PWM
252
Perigon Wealth Management
California
$517K +$279K +3,051 +117%
RG
253
Rathbones Group
United Kingdom
$515K
NS
254
NBC Securities
Alabama
$512K -$4.02K -44 -0.8%
AWS
255
Atria Wealth Solutions
New York
$497K +$20.2K +221 +4%
EWA
256
Encompass Wealth Advisors
Oregon
$487K +$102K +1,120 +27%
PMG
257
ProVise Management Group
Florida
$483K -$10.1K -110 -2%
Vanguard Group
258
Vanguard Group
Pennsylvania
$464K
ST
259
Sentinel Trust
Texas
$463K +$463K +5,060 New
AllianceBernstein
260
AllianceBernstein
Tennessee
$460K -$169K -1,854 -27%
TWM
261
Tanglewood Wealth Management
Texas
$459K +$180K +1,966 +64%
CLOS
262
Compagnie Lombard Odier SCmA
Switzerland
$457K -$39.3K -430 -8%
CWM
263
Castle Wealth Management
Florida
$457K -$914 -10 -0.2%
SC
264
Schoolcraft Capital
Colorado
$447K -$3.02K -33 -0.7%
CFB
265
Cullen/Frost Bankers
Texas
$443K +$443K +4,848 New
LIM
266
Leavell Investment Management
Alabama
$438K
PAG
267
Paladin Advisory Group
Iowa
$427K
ACP
268
Aveo Capital Partners
Colorado
$423K -$56.1K -614 -12%
Prudential Financial
269
Prudential Financial
New Jersey
$420K
AGAM
270
Audent Global Asset Management
California
$413K +$24.5K +268 +6%
GFS
271
GYL Financial Synergies
Connecticut
$396K
GEM
272
Global Endowment Management
North Carolina
$393K +$393K +4,300 New
MCM
273
Manchester Capital Management
Vermont
$392K +$332K +3,636 +559%
PCIA
274
Prime Capital Investment Advisors
Kansas
$391K -$50.5K -552 -11%
APG
275
Abacus Planning Group
South Carolina
$391K