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iShares US Real Estate ETF

469 hedge funds and large institutions have $8.25B invested in iShares US Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+34
Holders Change %
+7.82%
% of All Funds
8.19%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
71
Increased
160
Reduced
131
Closed
33
Calls
$345M
Puts
$1.27B
Net Calls
-$922M
Net Calls Change
-$846M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
301
Appleton Group
Wisconsin
$314K -$3.88K -38 -1%
DADC
302
D.A. Davidson & Co
Montana
$313K -$15.1K -148 -5%
PFA
303
Pure Financial Advisors
California
$311K -$2.45K -24 -0.8%
LIA
304
LBMC Investment Advisors
Tennessee
$307K
WW
305
Westshore Wealth
California
$306K
MA
306
Montag & Associates
Georgia
$306K +$306K +3,000 New
BA
307
Bristlecone Advisors
Washington
$303K -$67.5K -662 -18%
PO
308
Private Ocean
California
$300K +$102 +1 +0%
BRWA
309
B. Riley Wealth Advisors
Florida
$300K +$1.94K +19 +0.7%
KPWS
310
Kestra Private Wealth Services
Texas
$298K -$14.1K -138 -5%
PWA
311
Physician Wealth Advisors
Utah
$292K +$527 +5 +0.2%
JWCA
312
J.W. Coons Advisors
Ohio
$290K
CFFP
313
Center for Financial Planning
Michigan
$288K
ARC
314
Advisor Resource Council
Texas
$282K +$282K +2,765 New
AIM
315
Acropolis Investment Management
Missouri
$280K -$82.4K -808 -23%
SFG
316
Summit Financial Group
West Virginia
$278K
CIR
317
Clear Investment Research
Georgia
$277K -$7.43K -73 -3%
LC
318
LCNB Corp
Ohio
$276K
GI
319
GAMCO Investors
Connecticut
$275K -$74.5K -732 -21%
FUBT
320
First United Bank & Trust
Maryland
$265K -$35.7K -350 -12%
BC
321
Burleson & Co
California
$265K
MSFS
322
Main Street Financial Solutions
Pennsylvania
$264K +$264K +2,594 New
PCA
323
Personal Capital Advisors
California
$259K +$259K +2,544 New
LFF
324
Level Four Financial
Texas
$259K +$259K +2,545 New
NB
325
Northwest Bancshares
Pennsylvania
$256K