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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 %
YCG
251
Yeomans Consulting Group
Georgia
$596K +$596K +5,855 New
HWA
252
HCR Wealth Advisors
California
$580K
PFS
253
Prospera Financial Services
Texas
$575K -$27.5K -270 -5%
FFA
254
Farther Finance Advisors
California
$568K -$130K -1,279 -19%
WIM
255
Waycross Investment Management
Washington
$559K +$559K +5,485 New
GWM
256
Graybill Wealth Management
Illinois
$553K +$1.22K +12 +0.2%
AWS
257
Atria Wealth Solutions
New York
$545K -$32.4K -318 -6%
ASN
258
Advisory Services Network
Georgia
$544K
NS
259
NBC Securities
Alabama
$534K +$9.67K +95 +2%
GWM
260
Geneos Wealth Management
Colorado
$526K
Vanguard Group
261
Vanguard Group
Pennsylvania
$517K
CWM
262
Castle Wealth Management
Florida
$509K +$102 +1 +0%
EP
263
Edgestream Partners
New Jersey
$509K +$509K +4,994 New
SWM
264
Spire Wealth Management
Virginia
$506K +$423K +4,150 +507%
LIM
265
Leavell Investment Management
Alabama
$494K +$5.09K +50 +1%
AGAM
266
Audent Global Asset Management
California
$485K +$8.35K +82 +2%
RG
267
Rathbones Group
United Kingdom
$481K
EWA
268
Encompass Wealth Advisors
Oregon
$480K +$42K +412 +10%
CWP
269
CFM Wealth Partners
Texas
$471K
GFS
270
GYL Financial Synergies
Connecticut
$470K
FRM
271
Fox Run Management
Connecticut
$469K +$469K +4,600 New
AllianceBernstein
272
AllianceBernstein
Tennessee
$459K -$333K -3,272 -42%
PWP
273
Principle Wealth Partners
Connecticut
$448K
SC
274
Schoolcraft Capital
Colorado
$447K -$1.53K -15 -0.3%
CA
275
Clearstead Advisors
Ohio
$441K -$11K -108 -2%