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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 %
HFA
251
High Falls Advisors
New York
$346K -$151K -1,927 -30%
SAS
252
Stelac Advisory Services
New York
$344K +$344K +854 New
BCI
253
Brinker Capital Investments
Pennsylvania
$341K -$1.02K -13 -0.3%
OPS
254
Orion Portfolio Solutions
Nebraska
$341K -$1.02K -13 -0.3%
GFS
255
GYL Financial Synergies
Connecticut
$339K
APG
256
Abacus Planning Group
South Carolina
$334K
AGAM
257
Audent Global Asset Management
California
$332K -$45.1K -577 -12%
EWA
258
Encompass Wealth Advisors
Oregon
$329K -$62K -794 -16%
CHC
259
City Holding Co
West Virginia
$327K -$8.99K -115 -3%
IWM
260
Integris Wealth Management
California
$321K -$389K -4,984 -55%
E
261
ETFidea
New York
$320K
CWS
262
Cypress Wealth Services
California
$319K -$9.38K -120 -3%
NL
263
NWAM LLC
Washington
$318K -$857K -10,961 -73%
Envestnet Portfolio Solutions
264
Envestnet Portfolio Solutions
Illinois
$318K +$318K +4,066 New
AC
265
Apella Capital
Connecticut
$315K -$14.1K -180 -4%
EIP
266
Ellis Investment Partners
Pennsylvania
$313K
Mitsubishi UFJ Trust & Banking
267
Mitsubishi UFJ Trust & Banking
Japan
$306K +$306K +3,910 New
LC
268
Landaas & Company
Wisconsin
$305K -$14.1K -180 -4%
CCFM
269
Clear Creek Financial Management
Washington
$305K -$64.3K -823 -17%
GRP
270
Global Retirement Partners
California
$305K -$59.7K -785 -16%
FWM
271
Fairhaven Wealth Management
Illinois
$304K -$44.9K -575 -13%
IAG
272
Investment Advisory Group
Massachusetts
$303K
CAM
273
Cozad Asset Management
Illinois
$294K
GI
274
GAMCO Investors
Connecticut
$288K +$391 +5 +0.1%
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$284K -$125K -1,595 -30%