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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 %
VCM
301
Viewpoint Capital Management
Washington
$316K
BCM
302
Brookstone Capital Management
Illinois
$314K -$20.3K -222 -6%
WA
303
Wealth Architects
California
$299K
Focus Partners Wealth
304
Focus Partners Wealth
Massachusetts
$299K +$299K +3,267 New
SFG
305
Sage Financial Group
Pennsylvania
$295K +$295K +3,226 New
DC
306
Davenport & Co
Virginia
$289K -$326K -3,569 -53%
CCFCSB
307
Cape Cod Five Cents Savings Bank
Massachusetts
$286K -$496K -5,423 -63%
CCM
308
Colorado Capital Management
Colorado
$284K
PFC
309
Phocas Financial Corp
California
$283K -$671K -7,345 -70%
WP
310
WealthShield Partners
North Carolina
$282K +$89.1K +975 +46%
MMA
311
Miracle Mile Advisors
California
$279K +$2.38K +26 +0.9%
WCG
312
Weaver Consulting Group
California
$276K -$10.1K -111 -4%
PTP
313
Platform Technology Partners
New York
$275K
GT
314
Glenmede Trust
Pennsylvania
$273K +$137K +1,500 +101%
GA
315
GSG Advisors
New Jersey
$273K +$273K +3,029 New
SCG
316
Sonata Capital Group
Washington
$272K
MWA
317
Midland Wealth Advisors
Illinois
$272K +$272K +2,974 New
OIA
318
OneDigital Investment Advisors
Kansas
$271K +$271K +2,965 New
PGFC
319
Peapack-Gladstone Financial Corp
New Jersey
$270K
LFA
320
LGT Financial Advisors
Texas
$265K -$144K -1,576 -35%
DADC
321
D.A. Davidson & Co
Montana
$263K -$6.03K -66 -2%
IWM
322
IHT Wealth Management
Illinois
$262K
SPC
323
Sigma Planning Corp
Michigan
$261K -$389K -4,252 -60%
AC
324
Apella Capital
Connecticut
$260K -$102K -1,140 -28%
WANY
325
Wealthspire Advisors (New York)
New York
$258K +$258K +2,827 New