IYR icon

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 %
CHC
276
City Holding Co
West Virginia
$383K
SFG
277
Summit Financial Group
West Virginia
$373K +$373K +4,085 New
OPS
278
Orion Portfolio Solutions
Nebraska
$369K -$28.8K -317 -7%
BCI
279
Brinker Capital Investments
Pennsylvania
$369K -$28.8K -317 -7%
BFS
280
Bradley Foster & Sargent
Connecticut
$366K
SC
281
Sepio Capital
Utah
$366K -$183K -2,000 -33%
CA
282
Clearstead Advisors
Ohio
$365K -$351K -3,839 -49%
IAG
283
Investment Advisory Group
Massachusetts
$365K +$10.2K +112 +3%
GS
284
GTS Securities
New York
$364K -$5.91M -64,656 -94%
HFA
285
High Falls Advisors
New York
$362K -$43.1K -472 -11%
CCFM
286
Clear Creek Financial Management
Washington
$355K -$1.46K -16 -0.4%
SPIA
287
Steward Partners Investment Advisory
New York
$351K +$189K +2,063 +116%
OWA
288
One Wealth Advisors
California
$348K +$348K +3,810 New
AFG
289
ABLE Financial Group
Arizona
$348K +$348K +3,807 New
DWM
290
Dakota Wealth Management
Florida
$347K +$347K +3,795 New
CAM
291
Cozad Asset Management
Illinois
$344K
EIP
292
Ellis Investment Partners
Pennsylvania
$344K -$22.1K -242 -6%
FWM
293
Fairhaven Wealth Management
Illinois
$342K -$13.7K -150 -4%
IB
294
Intrust Bank
Kansas
$334K +$12.5K +137 +4%
TWP
295
Tower Wealth Partners
Pennsylvania
$333K +$30.4K +333 +10%
TC
296
Trilogy Capital
California
$333K +$333K +3,640 New
EBT
297
Enterprise Bank & Trust
Massachusetts
$322K
WDG
298
Wealth Dimensions Group
Ohio
$320K +$2.47K +27 +0.8%
GI
299
GAMCO Investors
Connecticut
$320K -$16.5K -181 -5%
IA
300
IFG Advisors
Missouri
$320K +$6.22K +68 +2%