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iShares US Real Estate ETF

496 hedge funds and large institutions have $3.98B invested in iShares US Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 143 increasing their positions, 167 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-24
Holders Change %
-4.62%
% of All Funds
8.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.22%
New
54
Increased
143
Reduced
167
Closed
71
Calls
$991M
Puts
$940M
Net Calls
+$51.3M
Net Calls Change
+$982M
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
301
Bard Financial Services
Connecticut
$305K
Financial Engines Advisors
302
Financial Engines Advisors
California
$305K +$1.79K +22 +0.6%
OA
303
Operose Advisors
Wisconsin
$303K +$303K +3,725 New
WDG
304
Wealth Dimensions Group
Ohio
$298K +$163 +2 +0.1%
CAM
305
Cozad Asset Management
Illinois
$297K +$9.76K +120 +3%
EWA
306
Encompass Wealth Advisors
Oregon
$295K -$169K -2,083 -36%
SFS
307
Summit Financial Strategies
Ohio
$290K -$4.4K -54 -1%
EBT
308
Enterprise Bank & Trust
Massachusetts
$287K
WCG
309
Weaver Consulting Group
California
$285K -$106K -1,296 -27%
VCM
310
Viewpoint Capital Management
Washington
$282K
AT
311
American Trust
Kentucky
$282K +$282K +3,468 New
TWP
312
Tower Wealth Partners
Pennsylvania
$281K +$37.3K +444 +15%
IB
313
Intrust Bank
Kansas
$279K
5L
314
55I LLC
Massachusetts
$278K +$278K +3,417 New
SG
315
StoneX Group
New York
$278K -$153K -1,874 -35%
GVAG
316
Great Valley Advisor Group
Delaware
$276K -$39.7K -487 -13%
IA
317
IFG Advisors
Missouri
$271K -$30.4K -373 -10%
LFAS
318
Level Four Advisory Services
Texas
$267K -$20.4K -250 -7%
CCM
319
Colorado Capital Management
Colorado
$267K -$5.68K -70 -2%
WA
320
Wealth Architects
California
$267K
BWP
321
Balboa Wealth Partners
Arizona
$267K +$267K +3,284 New
SCG
322
Sonata Capital Group
Washington
$264K
PTP
323
Platform Technology Partners
New York
$257K
GPWA
324
Great Point Wealth Advisors
Massachusetts
$256K -$488 -6 -0.2%
PMG
325
ProVise Management Group
Florida
$255K