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iShares US Real Estate ETF

391 hedge funds and large institutions have $2.91B invested in iShares US Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 151 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
-23
Holders Change %
-5.56%
% of All Funds
7.91%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
34
Increased
103
Reduced
151
Closed
53
Calls
$563M
Puts
$565M
Net Calls
-$2.08M
Net Calls Change
+$782M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
276
CapWealth Advisors
Tennessee
$242K
LSA
277
Lion Street Advisors
Texas
$242K +$242K +2,984 New
LIA
278
LBMC Investment Advisors
Tennessee
$240K
CIR
279
Clear Investment Research
Georgia
$240K +$1.83K +23 +0.8%
PWA
280
Physician Wealth Advisors
Utah
$235K +$875 +11 +0.4%
JWCA
281
J.W. Coons Advisors
Ohio
$228K
CFFP
282
Center for Financial Planning
Michigan
$226K -$34.6K -433 -13%
SCM
283
Shelton Capital Management
Colorado
$223K -$337K -4,215 -60%
PWM
284
PBMares Wealth Management
Virginia
$219K -$22.5K -281 -9%
PP
285
PDS Planning
Ohio
$217K
SFG
286
Summit Financial Group
West Virginia
$213K
PP
287
Patten & Patten
Tennessee
$212K
WAM
288
Wealthspire Advisors (Maryland)
Maryland
$208K -$17.1K -215 -8%
TNB
289
TCF National Bank
South Dakota
$202K +$202K +2,525 New
WI
290
Wintrust Investments
Illinois
$202K +$202K +2,532 New
OCM
291
One Capital Management
California
$201K +$201K +2,514 New
GRP
292
Global Retirement Partners
California
$175K -$12.7K -159 -7%
SWM
293
Sugarloaf Wealth Management
Georgia
$170K -$21.4K -267 -11%
AA
294
AlphaMark Advisors
Kentucky
$168K
OIA
295
Optimum Investment Advisors
Illinois
$161K -$16.5K -207 -9%
APA
296
American Portfolios Advisors
New York
$160K -$39.3K -492 -20%
TPWA
297
TRUE Private Wealth Advisors
Oregon
$145K -$91.7K -1,150 -39%
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$145K -$1.44K -18 -1%
CFD
299
Creative Financial Designs
Indiana
$140K +$127K +1,590 +970%
EW
300
Element Wealth
Mississippi
$137K