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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 %
FUBT
376
First United Bank & Trust
Maryland
$117K +$117K +1,283 New
RA
377
Rise Advisors
New York
$116K +$2.19K +24 +2%
SAM
378
Smartleaf Asset Management
Massachusetts
$115K +$115K +1,246 New
OIA
379
Optimum Investment Advisors
Illinois
$115K +$4.39K +48 +4%
BC
380
Barrett & Company
Rhode Island
$112K +$91 +1 +0.1%
EW
381
Element Wealth
Mississippi
$109K
NA
382
NewEdge Advisors
Louisiana
$106K -$23.3K -255 -18%
CCM
383
Cutler Capital Management
Massachusetts
$103K +$103K +886 New
PA
384
Parallel Advisors
California
$103K -$6.95K -76 -6%
W
385
WealthCollab
Washington
$101K +$101K +1,108 New
ATC
386
Advantage Trust Company
Kansas
$101K +$101K +1,100 New
CAL
387
Capital Advisors Ltd
Ohio
$94K -$131K -1,429 -58%
FPFS
388
First Personal Financial Services
North Carolina
$93.3K
MIM
389
Macroview Investment Management
Maryland
$90.8K -$32.5K -356 -26%
MIFH
390
Migdal Insurance & Financial Holdings
Israel
$90K
TSW
391
Thompson Siegel & Walmsley
Virginia
$90K +$17.3K +189 +24%
CPA
392
Clear Point Advisors
New York
$82.2K +$82.2K +900 New
Parallax Volatility Advisers
393
Parallax Volatility Advisers
California
$78.2K -$1.1M -12,004 -93%
PTC
394
Private Trust Company
Ohio
$75.9K -$45.7K -500 -38%
OFG
395
Oxford Financial Group
Indiana
$68.7K +$7.22K +79 +12%
PS
396
Principal Securities
Iowa
$65.2K +$65.2K +713 New
HWA
397
Heritage Wealth Advisors
Virginia
$64K
DWA
398
Delos Wealth Advisors
Texas
$63.9K
TRCT
399
Tower Research Capital (TRC)
New York
$63.6K -$5.48M -59,985 -99%
AIA
400
Armor Investment Advisors
North Carolina
$61.1K