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iShares US Real Estate ETF

520 hedge funds and large institutions have $5.48B invested in iShares US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-22
Holders Change %
-4.06%
% of All Funds
8.79%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.29%
New
62
Increased
150
Reduced
177
Closed
82
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
301
IFG Advisors
Missouri
$340K +$827 +9 +0.2%
WDG
302
Wealth Dimensions Group
Ohio
$336K -$73K -793 -18%
SFS
303
Summit Financial Strategies
Ohio
$333K +$16.8K +183 +5%
CA
304
CoreCap Advisors
Michigan
$328K -$424K -4,611 -56%
CAM
305
Cozad Asset Management
Illinois
$325K
LFAS
306
Level Four Advisory Services
Texas
$324K -$41.4K -450 -11%
EBT
307
Enterprise Bank & Trust
Massachusetts
$324K
VCM
308
Viewpoint Capital Management
Washington
$318K -$13.8K -150 -4%
IB
309
Intrust Bank
Kansas
$315K -$1.66K -18 -0.5%
CCM
310
Colorado Capital Management
Colorado
$309K
BFAG
311
Blackston Financial Advisory Group
Florida
$305K +$27.2K +292 +10%
WA
312
Wealth Architects
California
$301K
SCG
313
Sonata Capital Group
Washington
$298K
PTP
314
Platform Technology Partners
New York
$291K
GPWA
315
Great Point Wealth Advisors
Massachusetts
$290K -$1.65K -18 -0.6%
PMG
316
ProVise Management Group
Florida
$288K
RPC
317
Rossmore Private Capital
Connecticut
$286K
WEPOG
318
Wealth Enhancement & Preservation of GA
Georgia
$285K -$160K -1,794 -36%
SAS
319
Sanford Advisory Services
Michigan
$285K
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$284K
PWM
321
Perigon Wealth Management
California
$282K +$40.9K +444 +17%
DADC
322
D.A. Davidson & Co
Montana
$277K -$11.3K -123 -4%
LIA
323
LBMC Investment Advisors
Tennessee
$277K
CT
324
Chicago Trust
Illinois
$276K
CG
325
Colony Group
Massachusetts
$275K