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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 %
PWP
251
Principle Wealth Partners
Connecticut
$386K -$140K -1,600 -27%
SC
252
Schoolcraft Capital
Colorado
$386K -$43.4K -495 -10%
SA
253
Sanctuary Advisors
Indiana
$385K +$385K +4,623 New
EWA
254
Encompass Wealth Advisors
Oregon
$377K -$3.77K -43 -1%
MCM
255
Manchester Capital Management
Vermont
$376K
APG
256
Abacus Planning Group
South Carolina
$375K
CHC
257
City Holding Co
West Virginia
$367K
PAG
258
Paladin Advisory Group
Iowa
$365K
SPIA
259
Steward Partners Investment Advisory
New York
$353K +$19K +217 +6%
BFS
260
Bradley Foster & Sargent
Connecticut
$352K
SC
261
Sepio Capital
Utah
$351K
IAG
262
Investment Advisory Group
Massachusetts
$351K
WCWM
263
Willow Creek Wealth Management
California
$346K +$1.05K +12 +0.3%
OC
264
Oppenheimer & Co
New York
$343K -$71.7K -817 -17%
TWP
265
Tower Wealth Partners
Pennsylvania
$342K +$11.8K +135 +4%
FWM
266
Fairhaven Wealth Management
Illinois
$327K
HFA
267
High Falls Advisors
New York
$321K -$26.5K -302 -8%
IB
268
Intrust Bank
Kansas
$321K
EIP
269
Ellis Investment Partners
Pennsylvania
$319K +$1.49K +17 +0.5%
TPWA
270
TRUE Private Wealth Advisors
Oregon
$316K -$26K -296 -8%
IA
271
IFG Advisors
Missouri
$310K +$2.02K +23 +0.7%
EBT
272
Enterprise Bank & Trust
Massachusetts
$309K
VCM
273
Viewpoint Capital Management
Washington
$304K
CAM
274
CenterStar Asset Management
Illinois
$299K +$299K +3,403 New
GI
275
GAMCO Investors
Connecticut
$293K -$3.25K -37 -1%