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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 %
RIM
476
Rockbridge Investment Management
New York
$8.59K +$8.59K +94 New
OSAM
477
O'Shaughnessy Asset Management
Connecticut
$8.23K -$548 -6 -6%
IBOK
478
Independence Bank of Kentucky
Kentucky
$8.23K
MFT
479
Moisand Fitzgerald Tamayo
Florida
$7.77K
CAL
480
Capital Analysts LLC
Pennsylvania
$7K
BWL
481
Bogart Wealth LLC
Virginia
$6.9K
NRC
482
New Republic Capital
North Carolina
$6.4K
PA
483
PSI Advisors
Florida
$6.4K
FBC
484
Fairfield, Bush & Co
Connecticut
$5.49K +$5.49K +60 New
FA
485
Faithward Advisors
Pennsylvania
$5.46K
SRCM
486
Signature Resources Capital Management
California
$5.3K +$5.3K +58 New
T
487
Tidemark
California
$5.26K +$5.26K +58 New
CSB
488
City State Bank
Iowa
$5K
IRC
489
Investors Research Corp
Georgia
$3.84K +$548 +6 +17%
GEA
490
Glen Eagle Advisors
New Jersey
$3.66K
BWP
491
Baldwin Wealth Partners
Massachusetts
$3.29K -$65.4K -715 -95%
ODG
492
O'Dell Group
Ohio
$3.2K +$3.2K +35 New
KFI
493
Key Financial Inc
Pennsylvania
$2.93K
GJIA
494
Glass Jacobson Investment Advisors
Maryland
$2.56K
EWM
495
Evermay Wealth Management
Virginia
$2.47K +$2.47K +27 New
VL
496
Vima LLC
Michigan
$2.29K +$2.29K +25 New
VWM
497
Valley Wealth Managers
New Jersey
$1.92K -$29.5K -323 -94%
SL
498
Salomon & Ludwin
Virginia
$1.88K
PFM
499
Phillips Financial Management
Indiana
$1.83K -$4.3K -47 -70%
WT
500
Whittier Trust
California
$1.83K