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iShares US Real Estate ETF

414 hedge funds and large institutions have $2.87B invested in iShares US Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 175 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-31
Holders Change %
-6.97%
% of All Funds
8.51%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
50
Increased
99
Reduced
175
Closed
78
Calls
$916M
Puts
$1.7B
Net Calls
-$784M
Net Calls Change
-$621M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$223K -$18.6K -235 -8%
WS
302
Wedbush Securities
California
$223K -$16.2K -205 -7%
GAM
303
Gemmer Asset Management
California
$220K +$49.2K +625 +29%
PP
304
PDS Planning
Ohio
$214K +$214K +2,715 New
SFG
305
Summit Financial Group
West Virginia
$210K +$210K +2,670 New
PP
306
Patten & Patten
Tennessee
$209K +$209K +2,657 New
ANTB
307
AMG National Trust Bank
Colorado
$202K +$202K +2,569 New
CWP
308
CFM Wealth Partners
Texas
$198K
APA
309
American Portfolios Advisors
New York
$197K +$79 +1 +0%
SWM
310
Sugarloaf Wealth Management
Georgia
$189K -$129K -1,628 -40%
GRP
311
Global Retirement Partners
California
$186K -$8.85K -112 -5%
OIA
312
Optimum Investment Advisors
Illinois
$176K -$11.1K -141 -6%
CAM
313
CenterStar Asset Management
Illinois
$167K
AA
314
AlphaMark Advisors
Kentucky
$166K -$7.87K -100 -5%
RMC
315
Regis Management Company
California
$157K -$4.95K -6,276 -3%
CB
316
Community Bank
New York
$148K +$148K +1,881 New
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K -$7.88K -100 -5%
EW
318
Element Wealth
Mississippi
$135K
JCM
319
Jacobi Capital Management
Pennsylvania
$133K -$5.55M -70,544 -98%
CWM
320
Cranbrook Wealth Management
Michigan
$133K -$14.5K -184 -10%
KBFS
321
Kohmann Bosshard Financial Services
Ohio
$133K
DI
322
Disciplined Investments
Oklahoma
$129K +$4.09K +52 +3%
GWMIA
323
Global Wealth Management Investment Advisory
Florida
$128K +$28.3K +360 +28%
6CM
324
683 Capital Management
New York
$126K +$126K +1,600 New
PA
325
Parallel Advisors
California
$124K