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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
MFG
151
MidWestOne Financial Group
Iowa
$551K
SIAP
152
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$549K +$2.12K +25 +0.4%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$540K +$584K +6,883 New
RA
154
RFG Advisory
Alabama
$524K +$309K +3,643 +120%
PMG
155
ProVise Management Group
Florida
$500K
OFS
156
OneAscent Financial Services
Alabama
$463K +$500K +5,883 New
WBCM
157
Wilson & Boucher Capital Management
California
$462K
SWP
158
Stratos Wealth Partners
Ohio
$455K -$419K -4,930 -46%
AI
159
Atom Investors
Texas
$450K +$487K +5,737 New
AWS
160
Atria Wealth Solutions
New York
$447K -$468K -5,510 -49%
CF
161
Centaurus Financial
California
$424K +$69K +813 +18%
DWMG
162
DB Wealth Management Group
California
$412K +$425K +5,005 +2,026%
WCM
163
WealthBridge Capital Management
Ohio
$401K -$22.8K -268 -5%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$395K +$58.4K +688 +16%
IP
165
Ignite Planners
California
$393K -$148K -1,743 -25%
KPWS
166
Kestra Private Wealth Services
Texas
$381K +$413K +4,858 New
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$380K -$64.7K -762 -14%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$374K -$280K -3,301 -41%
JMPWA
169
JP Morgan Private Wealth Advisors
California
$367K +$61.5K +724 +18%
PWS
170
Precision Wealth Strategies
Missouri
$323K +$350K +4,120 New
ASFA
171
All Season Financial Advisors
Colorado
$317K -$319K -3,753 -48%
WS
172
Wedbush Securities
California
$311K +$87.3K +1,028 +35%
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$305K +$16.1K +189 +5%
CAC
174
Certified Advisory Corp
Florida
$305K
SS
175
Sunbelt Securities
Texas
$304K +$251K +2,952 +319%

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.