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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 %
OAS
326
Optivise Advisory Services
Tennessee
$284K
MWA
327
Midland Wealth Advisors
Illinois
$282K
CAM
328
CenterStar Asset Management
Illinois
$281K -$65.5K -643 -19%
LFA
329
LGT Financial Advisors
Texas
$279K +$1.83K +18 +0.7%
IC
330
Inscription Capital
Texas
$275K
GI
331
GAMCO Investors
Connecticut
$271K -$69.9K -686 -21%
FFA
332
First Foundation Advisors
California
$269K +$269K +2,638 New
WANY
333
Wealthspire Advisors (New York)
New York
$266K +$266K +2,614 New
SPC
334
Sigma Planning Corp
Michigan
$266K -$1.12K -11 -0.4%
IWM
335
Integris Wealth Management
California
$263K -$2.34K -23 -0.9%
HFA
336
High Falls Advisors
New York
$261K -$112K -1,101 -30%
TMWM
337
Taylor & Morgan Wealth Management
Michigan
$254K +$1.73K +17 +0.7%
PFA
338
Pure Financial Advisors
California
$252K +$509 +5 +0.2%
FLC
339
Fifth Lane Capital
Texas
$251K +$251K +2,461 New
AFS
340
Aft Forsyth & Sober
Florida
$250K
RPGK
341
Retirement Planning Group (Kansas)
Kansas
$246K +$6.72K +66 +3%
MWAM
342
Manhattan West Asset Management
California
$244K -$19.8K -194 -7%
JSW
343
Journey Strategic Wealth
New Jersey
$244K
ATC
344
Argent Trust Co
Tennessee
$243K
SWP
345
Stratos Wealth Partners
Ohio
$240K +$240K +2,356 New
BJL
346
Brighton Jones LLC
Washington
$239K +$239K +2,349 New
B
347
Bensler
Washington
$239K +$713 +7 +0.3%
KBFS
348
Kohmann Bosshard Financial Services
Ohio
$239K
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$233K +$204 +2 +0.1%
CFFP
350
Center for Financial Planning
Michigan
$233K