IYR icon

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 %
JFA
426
JNBA Financial Advisors
Minnesota
$33.4K
SWM
427
Spire Wealth Management
Virginia
$32.6K -$28.9K -327 -47%
CWP
428
Concord Wealth Partners
Virginia
$32.5K +$640 +7 +2%
BONH
429
Bank of New Hampshire
New Hampshire
$32K
LFG
430
Larson Financial Group
Missouri
$31.7K
NFSG
431
Newbridge Financial Services Group
Florida
$29.7K -$5.58K -61 -16%
National Bank of Canada
432
National Bank of Canada
Quebec, Canada
$29K
TIM
433
Tortoise Investment Management
New York
$27.4K
GFL
434
Granite FO LLC
New Hampshire
$27.4K
GCM
435
Gables Capital Management
Florida
$27.4K
CTC
436
Cetera Trust Company
Minnesota
$27.4K +$27.4K +300 New
GC
437
Gould Capital
Washington
$26.7K
MWP
438
MYCIO Wealth Partners
Pennsylvania
$23.6K
S
439
SignatureFD
Georgia
$22.9K -$22.9K -250 -50%
TC
440
Trust Company
Kansas
$21.5K
Kayne Anderson Rudnick Investment Management
441
Kayne Anderson Rudnick Investment Management
California
$20.7K
DFA
442
DHJJ Financial Advisors
Illinois
$20.4K -$1.65K -18 -7%
BCWM
443
Bartlett & Co Wealth Management
Ohio
$18.5K +$18.5K +200 New
TSWM
444
Tyler-Stone Wealth Management
Ohio
$18.3K
SWM
445
Sugarloaf Wealth Management
Georgia
$18K +$275 +3 +2%
TWC
446
TD Waterhouse Canada
Ontario, Canada
$18K
BC
447
Bartlett & Co
Ohio
$18K +$18K +200 New
SSB
448
Sandy Spring Bank
Maryland
$17.8K
ST
449
Smithfield Trust
Pennsylvania
$17K
GM
450
GeoWealth Management
Illinois
$16K -$32.5K -362 -67%