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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 %
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$58.9K
CPA
402
Cardiff Park Advisors
California
$57.7K +$1.1K +12 +2%
CIAS
403
Capital Investment Advisory Services
North Carolina
$56.5K +$823 +9 +1%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$54K -$7.36K -80 -12%
MCA
405
Maryland Capital Advisors
Maryland
$53K
AWM
406
Avior Wealth Management
Nebraska
$50.3K
ADL
407
Asset Dedication LLC
California
$50K
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$48.1K -$13.8K -151 -22%
CIA
409
Cape Investment Advisory
Georgia
$46.1K +$3.93K +43 +9%
NP
410
NorthRock Partners
Minnesota
$45.8K +$45.8K +501 New
WTC
411
WhitTier Trust Company
Nevada
$45.7K
CFGS
412
Concourse Financial Group Securities
Alabama
$43.4K +$18.3K +200 +73%
AA
413
AlphaMark Advisors
Kentucky
$43K
PFBT
414
Parkside Financial Bank & Trust
Missouri
$42.4K
HPC
415
HM Payson & Co
Maine
$41.7K
TAM
416
Tucker Asset Management
Colorado
$38.5K
FWP
417
FAS Wealth Partners
Kansas
$37.3K
Nomura Asset Management
418
Nomura Asset Management
Japan
$36.6K
USGIU
419
U.S. Global Investors (USGI)
Texas
$36.6K +$36.6K +400 New
WWM
420
Wagner Wealth Management
South Carolina
$36.6K +$36.6K +400 New
MA
421
MCF Advisors
Kentucky
$35.7K
HWM
422
HighMark Wealth Management
Minnesota
$34.3K
First Manhattan
423
First Manhattan
New York
$34.3K
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K
Franklin Resources
425
Franklin Resources
California
$33.5K +$914 +10 +3%