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iShares US Real Estate ETF

499 hedge funds and large institutions have $5.85B invested in iShares US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 147 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+38
Holders Change %
+8.24%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
84
Increased
147
Reduced
144
Closed
39
Calls
$1.2B
Puts
$1.32B
Net Calls
-$127M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Shares
Change %
RK
151
Rather & Kittrell
Tennessee
$1.85M +$43.7K +429 +2%
CCFM
152
Clear Creek Financial Management
Washington
$1.85M +$1.14M +11,208 +161%
LA
153
Latitude Advisors
Florida
$1.82M +$1.82M +17,842 New
CI
154
Cordant Inc
Oregon
$1.8M -$56.9K -559 -3%
NL
155
NWAM LLC
Washington
$1.8M +$1.8M +17,680 New
GPW
156
Gray Private Wealth
Massachusetts
$1.79M +$15.7K +154 +0.9%
GRP
157
Global Retirement Partners
California
$1.75M +$181K +1,775 +12%
FWMM
158
Foundation Wealth Management (Missouri)
Missouri
$1.73M -$167K -1,644 -9%
Lido Advisors
159
Lido Advisors
California
$1.71M -$12.2K -120 -0.7%
AAS
160
Avantax Advisory Services
Texas
$1.69M -$245K -2,409 -13%
BA
161
Ballew Advisors
Mississippi
$1.67M +$3.46K +35 +0.2%
PAG
162
Private Advisor Group
New Jersey
$1.67M -$168K -1,649 -9%
NFG
163
Nations Financial Group
Iowa
$1.61M -$106K -1,045 -6%
PA
164
Parkside Advisors
California
$1.59M +$3.67K +36 +0.2%
GC
165
Garde Capital
Washington
$1.54M
DS
166
DRW Securities
Illinois
$1.52M -$10.2K -100 -0.7%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$1.52M +$102 +1 +0%
BWA
168
BlueSky Wealth Advisors
North Carolina
$1.52M -$10.7K -105 -0.7%
ACP
169
Aveo Capital Partners
Colorado
$1.51M +$1.04M +10,191 +219%
TC
170
TAGStone Capital
North Carolina
$1.51M -$10.7K -105 -0.7%
FHB
171
First Hawaiian Bank
Hawaii
$1.5M +$1.5M +14,770 New
SFS
172
Sowell Financial Services
Arkansas
$1.5M +$1.5M +14,767 New
CPBTD
173
Central Pacific Bank - Trust Division
Hawaii
$1.47M +$1.47M +14,460 New
Creative Planning
174
Creative Planning
Kansas
$1.47M -$204 -2 -0%
AP
175
Agilis Partners
Massachusetts
$1.47M -$157K -1,539 -10%