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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 %
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
$256K -$11.7K -135 -4%
GPWA
302
Great Point Wealth Advisors
Massachusetts
$249K +$13K +150 +6%
JWCA
303
J.W. Coons Advisors
Ohio
$247K
OWA
304
Outlook Wealth Advisors
Texas
$242K +$242K +2,800 New
BW
305
BIP Wealth
Georgia
$235K -$185K -2,140 -44%
CL
306
Choreo LLC
Illinois
$234K
PWA
307
Physician Wealth Advisors
Utah
$234K +$698 +8 +0.3%
RIA
308
Realta Investment Advisors
Delaware
$234K -$16.4K -190 -7%
IC
309
Inscription Capital
Texas
$234K
CG
310
Colony Group
Massachusetts
$233K -$7.09K -82 -3%
YIH
311
Y-Intercept (HK)
Hong Kong
$232K +$232K +2,685 New
AFS
312
Aft Forsyth & Sober
Florida
$229K +$229K +2,650 New
GPA
313
Garrison Point Advisors
California
$227K -$35.5K -410 -13%
SFS
314
Summit Financial Strategies
Ohio
$224K
BTI
315
Blue Trust Inc
Georgia
$224K -$13.9K -164 -6%
ATC
316
Argent Trust Co
Tennessee
$222K -$34.3K -396 -13%
PFA
317
Pure Financial Advisors
California
$219K -$1.64K -19 -0.7%
SFG
318
Summit Financial Group
West Virginia
$216K
ODIJL
319
One Day In July LLC
Vermont
$214K -$26K -300 -11%
NW
320
Naviter Wealth
Arkansas
$214K -$465K -5,375 -68%
FA
321
Fiduciary Alliance
South Carolina
$214K -$29.3K -338 -12%
SG
322
StoneX Group
New York
$213K +$7.01K +81 +3%
NCM
323
NCM Capital Management
New Jersey
$212K
BRWA
324
B. Riley Wealth Advisors
Florida
$209K -$141K -1,630 -40%
TMWM
325
Taylor & Morgan Wealth Management
Michigan
$208K +$1.04K +12 +0.5%