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iShares US Real Estate ETF

479 hedge funds and large institutions have $2.89B invested in iShares US Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
-14
Holders Change %
-2.84%
% of All Funds
7.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
125
Reduced
189
Closed
56
Calls
$400M
Puts
$709M
Net Calls
-$309M
Net Calls Change
+$304M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
226
Capital Advisors Ltd
Ohio
$493K -$76.3K -883 -13%
PCIA
227
Prime Capital Investment Advisors
Kansas
$493K +$202K +2,337 +70%
AWS
228
Atria Wealth Solutions
New York
$460K -$305K -3,520 -40%
UW
229
Unique Wealth
Florida
$459K +$52.4K +605 +13%
BA
230
Bristlecone Advisors
Washington
$456K -$59.5K -688 -12%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$453K -$43.6K -503 -9%
NAM
232
NTV Asset Management
West Virginia
$450K -$32.5K -375 -7%
SC
233
Schoolcraft Capital
Colorado
$446K -$34.6K -400 -7%
ACP
234
Aveo Capital Partners
Colorado
$446K +$13.4K +155 +3%
CS
235
Comerica Securities
Michigan
$444K +$47.2K +545 +12%
TRCT
236
Tower Research Capital (TRC)
New York
$441K -$7.09M -81,872 -94%
PWM
237
Perigon Wealth Management
California
$441K +$233K +2,697 +112%
Vanguard Group
238
Vanguard Group
Pennsylvania
$440K
SCP
239
Stevens Capital Partners
Nebraska
$433K +$6.84K +79 +2%
CWM
240
Castle Wealth Management
Florida
$433K -$33.8K -390 -7%
EWA
241
Encompass Wealth Advisors
Oregon
$433K -$4.15K -48 -1%
CLOS
242
Compagnie Lombard Odier SCmA
Switzerland
$433K
AGM
243
Alpine Global Management
New York
$424K +$424K +4,905 New
PAG
244
Paladin Advisory Group
Iowa
$423K
AGAM
245
Audent Global Asset Management
California
$418K -$1.73K -20 -0.4%
LIM
246
Leavell Investment Management
Alabama
$415K
GRP
247
Global Retirement Partners
California
$415K -$263K -3,044 -39%
CCFM
248
Clear Creek Financial Management
Washington
$408K -$2.16K -25 -0.5%
MC
249
Moors & Cabot
Massachusetts
$408K +$137K +1,587 +51%
CCFCSB
250
Cape Cod Five Cents Savings Bank
Massachusetts
$402K -$125K -1,441 -24%