IYR icon

iShares US Real Estate ETF

456 hedge funds and large institutions have $3.06B invested in iShares US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 161 reducing their positions, and 65 closing their positions.

Holders
456
Holders Change
-23
Holders Change %
-4.8%
% of All Funds
7.27%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
48
Increased
112
Reduced
161
Closed
65
Calls
$598M
Puts
$594M
Net Calls
+$3.51M
Net Calls Change
+$312M
Name Market Value Shares Shares
Change
Shares
Change %
Capstone Investment Advisors
51
Capstone Investment Advisors
New York
$8.63M 110,460 +76,643 +227%
MFG
52
Magnus Financial Group
New York
$8.5M 108,786 +5,557 +5%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$8.33M 106,524 +9,424 +10%
MFS
54
Mirabella Financial Services
United Kingdom
$7.86M 100,580 +85,622 +572%
LSAG
55
Lake Street Advisors Group
New Hampshire
$7.04M 90,041 -515 -0.6%
MWM
56
Mission Wealth Management
California
$6.95M 88,945 -1,403 -2%
SCM
57
SCS Capital Management
Massachusetts
$6.9M 87,247
Fidelity Investments
58
Fidelity Investments
Massachusetts
$6.88M 88,014 -17,454 -17%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$6.53M 83,512 +15,766 +23%
Osaic Holdings
60
Osaic Holdings
Arizona
$6.15M 78,702 +9,594 +14%
SMFG
61
Sumitomo Mitsui Financial Group
Japan
$5.72M 73,164 +11,757 +19%
WTB
62
Washington Trust Bank
Washington
$5.6M 71,727 +24,092 +51%
CCM
63
Chilton Capital Management
Texas
$5.5M 70,383 -754 -1%
GS
64
GTS Securities
New York
$5.36M 68,636 +59,052 +616%
CAN
65
Cetera Advisor Networks
California
$5.05M 64,608 +3,698 +6%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$4.96M 63,414 +4,677 +8%
Verition Fund Management
67
Verition Fund Management
Connecticut
$4.83M 61,876 +61,876 New
TRCT
68
Tower Research Capital (TRC)
New York
$4.74M 60,681 +55,581 +1,090%
AFG
69
Arkansas Financial Group
Arkansas
$4.55M 58,218 +1,976 +4%
Cerity Partners
70
Cerity Partners
New York
$4.5M 57,644 -4,533 -7%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$4.41M 56,484 +33,872 +150%
MGIA
72
Matthew Goff Investment Advisor
Texas
$4.39M 56,191 +444 +0.8%
GWM
73
Geneos Wealth Management
Colorado
$4.38M 56,058 +1,147 +2%
AWM
74
AE Wealth Management
Kansas
$4.18M 53,552 -7,593 -12%
SI
75
Stephens Inc
Arkansas
$4.18M 53,446 -6,454 -11%