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iShares US Real Estate ETF

493 hedge funds and large institutions have $4.03B invested in iShares US Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 123 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-18
Holders Change %
-3.52%
% of All Funds
7.89%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.16%
New
59
Increased
123
Reduced
179
Closed
57
Calls
$609M
Puts
$1.22B
Net Calls
-$613M
Net Calls Change
-$438M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
226
SlateStone Wealth
Florida
$602K -$120K -1,411 -17%
EP
227
Edgestream Partners
New Jersey
$602K +$602K +7,090 New
SC
228
Scotia Capital
Ontario, Canada
$599K -$601K -7,081 -50%
CWA
229
Clearview Wealth Advisors
Oregon
$589K +$589K +6,936 New
HCP
230
Hexagon Capital Partners
Arkansas
$588K -$4.08K -48 -0.7%
LNC
231
Lincoln National Corp
Pennsylvania
$587K -$74.2K -874 -11%
AFG
232
ABLE Financial Group
Arizona
$577K +$577K +6,802 New
IWC
233
Integrated Wealth Concepts
Massachusetts
$577K -$35.3K -416 -6%
GW
234
GW & Wade
Massachusetts
$570K -$7.56K -89 -1%
GAM
235
Gould Asset Management
California
$561K -$73.9K -870 -12%
SHFP
236
Second Half Financial Partners
Florida
$559K
CAL
237
Capital Advisors Ltd
Ohio
$559K
VFA
238
Valeo Financial Advisors
Indiana
$557K -$15.3K -180 -3%
BI
239
Bramshill Investments
Florida
$555K +$555K +6,534 New
Cerity Partners
240
Cerity Partners
New York
$553K -$853K -10,102 -61%
PFA
241
Pinnacle Family Advisors
Missouri
$540K +$540K +6,360 New
WPW
242
Waldron Private Wealth
Pennsylvania
$535K
SC
243
Sierra Capital
Florida
$525K +$1.53K +18 +0.3%
Deutsche Bank
244
Deutsche Bank
Germany
$522K
MGIA
245
Moneta Group Investment Advisors
Missouri
$519K +$519K +6,108 New
CCFCSB
246
Cape Cod Five Cents Savings Bank
Massachusetts
$517K -$120K -1,411 -19%
SC
247
Sepio Capital
Utah
$509K
JGC
248
J. Goldman & Co
New York
$509K +$509K +6,000 New
BCM
249
Brookstone Capital Management
Illinois
$508K +$50.7K +598 +11%
BA
250
Bristlecone Advisors
Washington
$505K -$9.17K -108 -2%