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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 %
N
451
Natixis
France
$15.6K
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$15.5K -$44.8K -490 -74%
CSC
453
Caldwell Sutter Capital
California
$15.2K
TFGT
454
TS Financial Group (TSFG)
Illinois
$15K
LWA
455
Lowe Wealth Advisors
Maryland
$14.4K
FWM
456
Focused Wealth Management
New York
$14.1K +$274 +3 +2%
TCG
457
Transcendent Capital Group
Oklahoma
$14K +$14K +153 New
TWM
458
Tradition Wealth Management
Minnesota
$14K
FMB
459
Field & Main Bank
Kentucky
$13.8K
AW
460
Avion Wealth
Texas
$13K
M
461
MOTCO
Texas
$13K
JWM
462
Janiczek Wealth Management
Colorado
$12K
HWM
463
Horizons Wealth Management
North Carolina
$11.8K
CFD
464
Creative Financial Designs
Indiana
$11.3K
PS
465
Planned Solutions
California
$11.3K +$11.3K +124 New
TWP
466
TFO Wealth Partners
Ohio
$11.2K +$274 +3 +3%
ITIM
467
Indiana Trust & Investment Management
Indiana
$11K
FRA
468
Front Row Advisors
California
$11K
NFA
469
Northwest Financial Advisors
Virginia
$10.8K +$10.8K +118 New
CAM
470
Clarity Asset Management
Iowa
$10.8K +$10.8K +118 New
GFPC
471
Global Financial Private Client
Florida
$10.2K
AssetMark Inc
472
AssetMark Inc
California
$9.6K -$182K -1,989 -95%
EWM
473
EPG Wealth Management
Georgia
$9.39K
AA
474
Ancora Advisors
Ohio
$9.28K -$17.7K -195 -66%
MTIC
475
Missouri Trust & Investment Company
Missouri
$9.14K