IYR icon

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 %
AIM
276
Alhambra Investment Management
Florida
$290K -$466K -5,315 -62%
WA
277
Wealth Architects
California
$287K
CAM
278
Cozad Asset Management
Illinois
$286K -$44.4K -506 -13%
CL
279
Choreo LLC
Illinois
$281K +$43.5K +500 +18%
Envestnet Portfolio Solutions
280
Envestnet Portfolio Solutions
Illinois
$280K +$280K +3,192 New
AFG
281
ABLE Financial Group
Arizona
$279K +$2.98K +34 +1%
PTP
282
Platform Technology Partners
New York
$277K +$277K +3,162 New
BCI
283
Brinker Capital Investments
Pennsylvania
$277K -$66.8K -761 -19%
OPS
284
Orion Portfolio Solutions
Nebraska
$277K -$66.8K -761 -19%
PFC
285
Phocas Financial Corp
California
$272K
PMG
286
ProVise Management Group
Florida
$272K
Financial Engines Advisors
287
Financial Engines Advisors
California
$265K -$19.8K -226 -7%
LIA
288
LBMC Investment Advisors
Tennessee
$264K -$606K -6,902 -70%
WDG
289
Wealth Dimensions Group
Ohio
$262K -$45.4K -517 -15%
GT
290
Glenmede Trust
Pennsylvania
$262K
SCG
291
Sonata Capital Group
Washington
$261K
AC
292
Apella Capital
Connecticut
$256K +$1.58K +18 +0.6%
OIA
293
OneDigital Investment Advisors
Kansas
$255K +$8.07K +92 +3%
TWM
294
Tanglewood Wealth Management
Texas
$252K -$188K -2,144 -43%
JWCA
295
J.W. Cole Advisors
Florida
$252K -$16.8K -192 -6%
MMA
296
Miracle Mile Advisors
California
$251K -$16.8K -191 -6%
SFG
297
Sage Financial Group
Pennsylvania
$249K -$39K -444 -14%
MAM
298
Milestone Asset Management
Pennsylvania
$249K +$249K +2,834 New
CSPIA
299
Cary Street Partners Investment Advisory
Virginia
$247K +$247K +2,816 New
GPA
300
Garrison Point Advisors
California
$246K +$19.8K +226 +9%