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iShares US Real Estate ETF

456 hedge funds and large institutions have $3.06B invested in iShares US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 161 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-23
Holders Change %
-4.8%
% of All Funds
7.27%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
48
Increased
112
Reduced
161
Closed
65
Calls
$598M
Puts
$594M
Net Calls
+$3.51M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Shares
Change %
PAWA
226
Palo Alto Wealth Advisors
California
$456K -$167K -2,115 -27%
HWA
227
HCR Wealth Advisors
California
$446K -$115K -1,470 -20%
HCP
228
Hexagon Capital Partners
Arkansas
$444K -$63K -806 -12%
NS
229
NBC Securities
Alabama
$441K +$441K +5,645 New
RG
230
Rathbones Group
United Kingdom
$440K +$440K +5,631 New
AF
231
Allworth Financial
California
$427K -$70.9K -907 -14%
CLOS
232
Compagnie Lombard Odier SCmA
Switzerland
$424K +$33.6K +430 +9%
PMG
233
ProVise Management Group
Florida
$422K +$81.3K +1,040 +24%
MC
234
Moors & Cabot
Massachusetts
$419K +$51.2K +655 +14%
AWS
235
Atria Wealth Solutions
New York
$410K -$7.7K -98 -2%
ACP
236
Aveo Capital Partners
Colorado
$409K +$7.03K +90 +2%
CCM
237
Crabel Capital Management
California
$407K -$46.6K -597 -10%
CS
238
Comerica Securities
Michigan
$405K
Vanguard Group
239
Vanguard Group
Pennsylvania
$397K
BA
240
Bristlecone Advisors
Washington
$397K -$14.8K -190 -4%
CWM
241
Castle Wealth Management
Florida
$395K
SC
242
Schoolcraft Capital
Colorado
$385K -$17.5K -224 -4%
LIM
243
Leavell Investment Management
Alabama
$379K
PCIA
244
Prime Capital Investment Advisors
Kansas
$378K -$67.2K -860 -15%
PAG
245
Paladin Advisory Group
Iowa
$365K -$17K -217 -4%
Prudential Financial
246
Prudential Financial
New Jersey
$359K +$8.75K +112 +2%
GFWA
247
Grey Fox Wealth Advisors
Delaware
$359K +$359K +4,543 New
NAM
248
NTV Asset Management
West Virginia
$355K -$50.8K -650 -13%
LFA
249
LGT Financial Advisors
Texas
$350K
BFS
250
Bradley Foster & Sargent
Connecticut
$347K