IYR icon

iShares US Real Estate ETF

470 hedge funds and large institutions have $4.67B invested in iShares US Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 160 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-42
Holders Change %
-8.2%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
41
Increased
153
Reduced
160
Closed
80
Calls
$642M
Puts
$590M
Net Calls
+$51.9M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
301
Glenmede Trust
Pennsylvania
$269K
SCG
302
Sonata Capital Group
Washington
$267K
PGFC
303
Peapack-Gladstone Financial Corp
New Jersey
$266K
LFA
304
LGT Financial Advisors
Texas
$262K +$1.08K +12 +0.4%
GWM
305
Graybill Wealth Management
Illinois
$260K +$18.3K +203 +8%
AC
306
Apella Capital
Connecticut
$259K +$981 +11 +0.4%
OIA
307
OneDigital Investment Advisors
Kansas
$253K -$13.1K -146 -5%
PMAM
308
Picton Mahoney Asset Management
Ontario, Canada
$250K
Neuberger Berman Group
309
Neuberger Berman Group
New York
$249K -$2.94M -32,749 -92%
PI
310
PEAK6 Investments
Illinois
$249K +$249K +2,769 New
SFS
311
Summit Financial Strategies
Ohio
$248K +$9.53K +106 +4%
CL
312
Choreo LLC
Illinois
$246K
NW
313
Naviter Wealth
Arkansas
$243K +$7.1K +79 +3%
IC
314
Inscription Capital
Texas
$243K
PCIA
315
Prime Capital Investment Advisors
Kansas
$236K -$149K -1,652 -39%
BRWA
316
B. Riley Wealth Advisors
Florida
$236K +$41K +519 +21%
DADC
317
D.A. Davidson & Co
Montana
$235K -$23.3K -259 -9%
IWM
318
Integris Wealth Management
California
$234K -$8.27K -92 -3%
GPA
319
Garrison Point Advisors
California
$232K +$22.5K +250 +11%
PTC
320
Private Trust Company
Ohio
$227K +$152K +1,692 +204%
EW
321
Element Wealth
Mississippi
$226K +$120K +1,330 +112%
NCM
322
NCM Capital Management
New Jersey
$226K +$5.03K +56 +2%
WANY
323
Wealthspire Advisors (New York)
New York
$224K -$29.7K -330 -12%
CWA
324
Clearview Wealth Advisors
Oregon
$224K +$224K +2,493 New
PFA
325
Pure Financial Advisors
California
$222K -$2.34K -26 -1%