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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 %
SFC
276
Strategic Financial Concepts
Texas
$319K -$28.7K -332 -8%
GI
277
GAMCO Investors
Connecticut
$318K +$9.09K +105 +3%
IA
278
IFG Advisors
Missouri
$318K +$23.2K +268 +8%
PA
279
PFG Advisors
Arizona
$318K -$91K -1,052 -22%
BCM
280
Brookstone Capital Management
Illinois
$316K -$202K -2,336 -39%
WDG
281
Wealth Dimensions Group
Ohio
$313K -$5.88K -68 -2%
IA
282
IFP Advisors
Florida
$311K -$11.1M -127,707 -97%
EBT
283
Enterprise Bank & Trust
Massachusetts
$305K
IB
284
Intrust Bank
Kansas
$305K +$8.05K +93 +3%
VCM
285
Viewpoint Capital Management
Washington
$300K
EW
286
Enzi Wealth
Texas
$295K -$1.15M -12,872 -80%
JWCA
287
J.W. Cole Advisors
Florida
$292K -$615K -7,102 -68%
TWP
288
Tower Wealth Partners
Pennsylvania
$289K -$2.08K -24 -0.7%
FA
289
Flagstar Advisors
New York
$288K -$400K -4,628 -58%
DAS
290
Dynamic Advisor Solutions
Arizona
$286K +$79.6K +920 +39%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$284K -$91.3K -1,055 -24%
WA
292
Wealth Architects
California
$283K
PWP
293
Perfromance Wealth Partners
Illinois
$280K -$198K -2,256 -41%
PTP
294
Platform Technology Partners
New York
$279K
BWM
295
BerganKDV Wealth Management
Minnesota
$273K -$519 -6 -0.2%
WCG
296
Weaver Consulting Group
California
$271K -$37.2K -430 -12%
RPC
297
Rossmore Private Capital
Connecticut
$269K
CCM
298
Colorado Capital Management
Colorado
$268K
DADC
299
D.A. Davidson & Co
Montana
$258K -$21.6K -250 -8%
SCG
300
Sonata Capital Group
Washington
$257K