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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 %
KL
351
KWMG LLC
Kansas
$214K -$39.9K -436 -16%
B
352
Bensler
Washington
$213K +$213K +2,330 New
GPA
353
Garrison Point Advisors
California
$213K +$213K +2,328 New
BW
354
BIP Wealth
Georgia
$210K +$210K +2,298 New
ATC
355
Argent Trust Co
Tennessee
$210K +$210K +2,298 New
CFFP
356
Center for Financial Planning
Michigan
$209K
BJL
357
Brighton Jones LLC
Washington
$208K +$208K +2,271 New
RPGK
358
Retirement Planning Group (Kansas)
Kansas
$207K +$207K +2,265 New
AWE
359
Avidian Wealth Enterprises
Texas
$206K -$54.8K -599 -21%
CIR
360
Clear Investment Research
Georgia
$206K -$6.31K -69 -3%
AWA
361
Arkadios Wealth Advisors
Georgia
$203K +$203K +2,224 New
LC
362
LCNB Corp
Ohio
$201K +$201K +2,197 New
SAS
363
Stelac Advisory Services
New York
$190K -$190K -427 -50%
BMC
364
Bear Mountain Capital
Washington
$188K +$188K +2,098 New
BTI
365
Blue Trust Inc
Georgia
$175K +$90.4K +1,155 +107%
FMP
366
Financial Management Professionals
Texas
$173K +$173K +1,892 +37,840%
MMG
367
Monetary Management Group
Missouri
$149K
PO
368
Private Ocean
California
$145K +$15.4K +168 +12%
IWA
369
Icon Wealth Advisors
Texas
$141K +$141K +1,543 New
AIM
370
Acropolis Investment Management
Missouri
$140K
PP
371
Pacifica Partners
Canada
$136K
BFPW
372
BOK Financial Private Wealth
Colorado
$131K +$6.67K +73 +5%
CWM
373
Cranbrook Wealth Management
Michigan
$129K
CTA
374
Colonial Trust Advisors
South Carolina
$123K
HGERS
375
Householder Group Estate & Retirement Specialist
Arizona
$123K +$2.27K +25 +2%