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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 %
OWA
326
Outlook Wealth Advisors
Texas
$256K
SC
327
Saiph Capital
New Jersey
$256K +$256K +2,796 New
HWA
328
HHM Wealth Advisors
Tennessee
$255K
PMAM
329
Picton Mahoney Asset Management
Ontario, Canada
$254K +$254K +2,780 New
EWA
330
Exencial Wealth Advisors
Oklahoma
$254K +$254K +2,777 New
JWCA
331
J.W. Cole Advisors
Florida
$253K -$18.9K -207 -7%
AAS
332
Ameritas Advisory Services
Nebraska
$251K +$251K +2,762 New
CL
333
Choreo LLC
Illinois
$250K +$2.74K +30 +1%
GPWA
334
Great Point Wealth Advisors
Massachusetts
$250K -$6.76K -74 -3%
ARC
335
Advisor Resource Council
Texas
$247K +$247K +2,703 New
IC
336
Inscription Capital
Texas
$247K
FA
337
Flagstar Advisors
New York
$246K -$69.6K -761 -22%
IWM
338
Integris Wealth Management
California
$246K -$129K -1,416 -34%
GWM
339
Graybill Wealth Management
Illinois
$246K +$246K +2,691 New
SFS
340
Summit Financial Strategies
Ohio
$243K +$5.85K +64 +2%
AFS
341
Aft Forsyth & Sober
Florida
$242K
HCP
342
Hexagon Capital Partners
Arkansas
$240K -$279K -3,057 -54%
NW
343
Naviter Wealth
Arkansas
$240K +$240K +2,623 New
CCM
344
CAAS Capital Management
New York
$229K +$229K +2,500 New
PFA
345
Pure Financial Advisors
California
$228K +$228K +2,499 New
BRWA
346
B. Riley Wealth Advisors
Florida
$225K -$47.4K -519 -17%
NCM
347
NCM Capital Management
New Jersey
$224K +$224K +2,455 New
TMWM
348
Taylor & Morgan Wealth Management
Michigan
$224K +$224K +2,449 New
LC
349
Landaas & Company
Wisconsin
$222K -$136K -1,481 -38%
KBFS
350
Kohmann Bosshard Financial Services
Ohio
$214K +$214K +2,346 New