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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 %
EWA
376
EP Wealth Advisors
California
$146K +$146K +1,430 New
CWM
377
Cranbrook Wealth Management
Michigan
$144K
AIM
378
Acropolis Investment Management
Missouri
$143K
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$140K -$3.86K -38 -3%
BFPW
380
BOK Financial Private Wealth
Colorado
$139K
CTA
381
Colonial Trust Advisors
South Carolina
$138K
HGERS
382
Householder Group Estate & Retirement Specialist
Arizona
$135K -$3.54K -35 -3%
PA
383
Parallel Advisors
California
$134K
RA
384
Rise Advisors
New York
$131K +$917 +9 +0.7%
FHA
385
First Horizon Advisors
Tennessee
$121K -$46.6K -457 -28%
BC
386
Barrett & Company
Rhode Island
$121K -$4.18K -41 -3%
W
387
WealthCollab
Washington
$113K
ATC
388
Advantage Trust Company
Kansas
$112K
FUBT
389
First United Bank & Trust
Maryland
$111K -$2.04K -20 -2%
NA
390
NewEdge Advisors
Louisiana
$102K +$7.44K +73 +8%
Jones Financial Companies
391
Jones Financial Companies
Missouri
$102K +$89.7K +887 +739%
Kayne Anderson Rudnick Investment Management
392
Kayne Anderson Rudnick Investment Management
California
$99.4K +$76.4K +749 +331%
BTI
393
Blue Trust Inc
Georgia
$95.7K +$88 +1 +0.1%
JIP
394
Jaffetilchin Investment Partners
Florida
$91K +$91K +893 New
WP
395
WealthShield Partners
North Carolina
$80.5K
HWA
396
Heritage Wealth Advisors
Virginia
$71.3K
Allspring Global Investments
397
Allspring Global Investments
North Carolina
$68.8K +$68.8K +675 New
AIA
398
Armor Investment Advisors
North Carolina
$68K
CA
399
Claris Advisors
Missouri
$64.6K +$64.6K +634 New
CCM
400
Chilton Capital Management
Texas
$62.7K -$75.4K -740 -55%