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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 %
LIM
251
Leavell Investment Management
Alabama
$431K
OC
252
Oppenheimer & Co
New York
$425K -$169K -1,884 -29%
ACP
253
Aveo Capital Partners
Colorado
$417K +$25.9K +307 +7%
AGAM
254
Audent Global Asset Management
California
$413K +$6.74K +75 +2%
SFG
255
Summit Financial Group
West Virginia
$401K +$34.2K +380 +9%
EWA
256
Encompass Wealth Advisors
Oregon
$390K -$88.8K -988 -19%
GFS
257
GYL Financial Synergies
Connecticut
$390K
MCM
258
Manchester Capital Management
Vermont
$385K
APG
259
Abacus Planning Group
South Carolina
$384K
CHC
260
City Holding Co
West Virginia
$376K
TSS
261
Two Sigma Securities
New York
$371K +$371K +4,126 New
PAG
262
Paladin Advisory Group
Iowa
$371K -$41.8K -473 -10%
WGC
263
Watts Gwilliam & Co
Arizona
$370K +$370K +4,255 New
BFS
264
Bradley Foster & Sargent
Connecticut
$360K
SC
265
Sepio Capital
Utah
$360K
IAG
266
Investment Advisory Group
Massachusetts
$359K
HFA
267
High Falls Advisors
New York
$356K +$270 +3 +0.1%
WCWM
268
Willow Creek Wealth Management
California
$354K +$354K +3,934 New
BCI
269
Brinker Capital Investments
Pennsylvania
$352K -$12.5K -139 -3%
OPS
270
Orion Portfolio Solutions
Nebraska
$352K -$12.5K -139 -3%
TPWA
271
TRUE Private Wealth Advisors
Oregon
$350K -$2.26M -25,197 -87%
CA
272
Clearstead Advisors
Ohio
$347K +$1.3K +15 +0.4%
SPIA
273
Steward Partners Investment Advisory
New York
$342K -$3.6K -40 -1%
CAM
274
Cozad Asset Management
Illinois
$339K
TWP
275
Tower Wealth Partners
Pennsylvania
$338K +$10.1K +112 +3%