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
6.7%
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 %
OAS
301
Optivise Advisory Services
Tennessee
$245K +$245K +2,791 New
Neuberger Berman Group
302
Neuberger Berman Group
New York
$243K
MWA
303
Midland Wealth Advisors
Illinois
$243K -$62.2K -709 -20%
DADC
304
D.A. Davidson & Co
Montana
$241K +$11.5K +131 +5%
LFA
305
LGT Financial Advisors
Texas
$238K -$17.2K -196 -7%
IC
306
Inscription Capital
Texas
$237K
AI
307
Atria Investments
North Carolina
$236K +$236K +2,694 New
NW
308
Naviter Wealth
Arkansas
$234K -$3.07K -35 -1%
SPC
309
Sigma Planning Corp
Michigan
$230K -$324K -3,695 -58%
IWM
310
Integris Wealth Management
California
$228K
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
$227K +$227K +2,610 New
MWAM
312
Manhattan West Asset Management
California
$227K +$227K +2,589 New
HT
313
Headlands Technologies
Illinois
$222K +$222K +2,527 New
TMWM
314
Taylor & Morgan Wealth Management
Michigan
$217K +$1.4K +16 +0.7%
PFA
315
Pure Financial Advisors
California
$217K
TI
316
Trexquant Investment
Connecticut
$216K +$216K +2,464 New
AFS
317
Aft Forsyth & Sober
Florida
$215K
QWM
318
Quadcap Wealth Management
Texas
$211K +$211K +2,408 New
JSW
319
Journey Strategic Wealth
New Jersey
$210K +$210K +2,392 New
ATC
320
Argent Trust Co
Tennessee
$209K
LWM
321
Lodestone Wealth Management
Washington
$207K +$207K +2,363 New
RPGK
322
Retirement Planning Group (Kansas)
Kansas
$206K +$263 +3 +0.1%
KBFS
323
Kohmann Bosshard Financial Services
Ohio
$206K
B
324
Bensler
Washington
$205K +$526 +6 +0.3%
CCM
325
Colorado Capital Management
Colorado
$204K -$68.4K -779 -25%