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iShares US Real Estate ETF

499 hedge funds and large institutions have $5.85B invested in iShares US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 147 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+38
Holders Change %
+8.24%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
84
Increased
147
Reduced
144
Closed
39
Calls
$1.2B
Puts
$1.32B
Net Calls
-$127M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
301
Alhambra Investment Management
Florida
$341K +$4.38K +43 +1%
WA
302
Wealth Architects
California
$334K
CAM
303
Cozad Asset Management
Illinois
$332K
IWM
304
IHT Wealth Management
Illinois
$329K +$329K +3,241 New
CL
305
Choreo LLC
Illinois
$327K
AFG
306
ABLE Financial Group
Arizona
$325K +$815 +8 +0.3%
PTP
307
Platform Technology Partners
New York
$322K
PTC
308
Private Trust Company
Ohio
$320K +$235K +2,308 +276%
TWM
309
Tanglewood Wealth Management
Texas
$318K +$25.2K +247 +9%
PFC
310
Phocas Financial Corp
California
$316K
PMG
311
ProVise Management Group
Florida
$315K
MAM
312
Milestone Asset Management
Pennsylvania
$309K +$20.1K +197 +7%
LIA
313
LBMC Investment Advisors
Tennessee
$307K
OIA
314
OneDigital Investment Advisors
Kansas
$305K +$8.15K +80 +3%
WDG
315
Wealth Dimensions Group
Ohio
$305K
GT
316
Glenmede Trust
Pennsylvania
$304K
GM
317
GeoWealth Management
Illinois
$304K +$286K +2,809 +1,561%
SCG
318
Sonata Capital Group
Washington
$303K
GPA
319
Garrison Point Advisors
California
$301K +$15.7K +154 +5%
AC
320
Apella Capital
Connecticut
$297K +$2.12K +21 +0.7%
DADC
321
D.A. Davidson & Co
Montana
$291K +$11.3K +111 +4%
JWCA
322
J.W. Cole Advisors
Florida
$291K -$2.14K -21 -0.7%
SFG
323
Sage Financial Group
Pennsylvania
$289K
CSPIA
324
Cary Street Partners Investment Advisory
Virginia
$287K
Financial Engines Advisors
325
Financial Engines Advisors
California
$285K -$22.7K -223 -7%