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iShares US Home Construction ETF

292 hedge funds and large institutions have $2.17B invested in iShares US Home Construction ETF in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 69 increasing their positions, 96 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

18.83% more ownership

Funds ownership: 84.7%103.54% (+19%)

8% more capital invested

Capital invested by funds: $2.01B → $2.17B (+$164M)

6% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 50

0% more funds holding

Funds holding: 291292 (+1)

28% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 96

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

76% less call options, than puts

Call options by funds: $228M | Put options by funds: $957M

Holders
292
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
53
Increased
69
Reduced
96
Closed
50
Calls
$228M
Puts
$957M
Net Calls
-$729M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
276
Solstein Capital
California
$5.18K
IHWM
277
Iron Horse Wealth Management
Iowa
$5.18K +$5.61K +66 New
EWM
278
Evermay Wealth Management
Virginia
$4.56K
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$3.92K
FFA
280
Farther Finance Advisors
California
$3.85K
WWP
281
WR Wealth Planners
Missouri
$3.53K +$3.82K +45 New
AWM
282
Aspire Wealth Management
Massachusetts
$2.98K
BHWM
283
Beaird Harris Wealth Management
Texas
$2.28K +$2.46K +29 New
GWANC
284
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.97K
ACA
285
Aptus Capital Advisors
Alabama
$1.96K
CFGS
286
Concourse Financial Group Securities
Alabama
$1.49K -$33.8K -398 -95%
TFA
287
Transamerica Financial Advisors
Florida
$1K
DWA
288
Delos Wealth Advisors
Texas
$863
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$863
HI
290
Horizon Investments
North Carolina
$706 -$510 -6 -40%
JWM
291
Janiczek Wealth Management
Colorado
$559
Parallax Volatility Advisers
292
Parallax Volatility Advisers
California
$78 -$569K -6,700 -100%
Twin Tree Management
293
Twin Tree Management
Texas
-$34M -397,558 Closed
SMFG
294
Sumitomo Mitsui Financial Group
Japan
-$20.6M -241,000 Closed
SPW
295
Surience Private Wealth
Washington
-$13.4M -156,692 Closed
E
296
Ergoteles
New York
-$10.7M -125,337 Closed
GIA
297
Gladstone Institutional Advisory
Florida
-$8.23M -96,319 Closed
JCM
298
Janney Capital Management
Pennsylvania
-$6.16M -72,040 Closed
RWP
299
RWA Wealth Partners
Massachusetts
-$4.63M -54,229 Closed
ACP
300
Aveo Capital Partners
Colorado
-$4.61M -53,921 Closed

ITB Hedge Fund Activity: Q3 2023 in Review

292 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Home Construction ETF (ITB) for Q3 2023, worth a combined $2.17B — up 8.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITB positions and 50 closed out — a net gain of 3 holders — while 69 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $184M. The largest seller was AssetMark Inc, cutting an estimated $71.9M.

  • 292 institutional investors held iShares US Home Construction ETF (ITB) as of Q3 2023, up from 291 in Q2 2023.
  • Funds reported $2.17B of iShares US Home Construction ETF stock for Q3 2023, up 8.2% quarter-over-quarter.
  • 53 funds opened new iShares US Home Construction ETF positions in Q3 2023 and 50 closed out, a net change of +3 holders.
  • The largest iShares US Home Construction ETF buyer in Q3 2023 was Morgan Stanley, an estimated $184M added.
  • The largest iShares US Home Construction ETF seller in Q3 2023 was AssetMark Inc, an estimated $71.9M sold.

Based on aggregated 13F filings for Q3 2023.