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iShares US Real Estate ETF

456 hedge funds and large institutions have $3.06B invested in iShares US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 161 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-23
Holders Change %
-4.8%
% of All Funds
7.27%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
48
Increased
112
Reduced
161
Closed
65
Calls
$598M
Puts
$594M
Net Calls
+$3.51M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
301
Avidian Wealth Enterprises
Texas
$223K +$223K +2,854 New
JWCA
302
J.W. Coons Advisors
Ohio
$223K
AC
303
Anson Capital
Georgia
$220K +$220K +2,812 New
GPWA
304
Great Point Wealth Advisors
Massachusetts
$219K -$5.24K -67 -2%
OWA
305
Outlook Wealth Advisors
Texas
$219K
HWA
306
HHM Wealth Advisors
Tennessee
$218K +$156K +2,000 +253%
KL
307
KWMG LLC
Kansas
$217K -$129K -1,655 -37%
CL
308
Choreo LLC
Illinois
$214K
IC
309
Inscription Capital
Texas
$211K
BBVA
310
Banco Bilbao Vizcaya Argentaria
Spain
$211K +$211K +2,689 New
PWA
311
Physician Wealth Advisors
Utah
$208K -$855 -11 -0.4%
AFS
312
Aft Forsyth & Sober
Florida
$207K
BAM
313
Belpointe Asset Management
Nevada
$207K +$207K +2,646 New
SWP
314
Stratos Wealth Partners
Ohio
$203K +$203K +2,602 New
PWM
315
Perigon Wealth Management
California
$203K -$195K -2,495 -49%
SFS
316
Summit Financial Strategies
Ohio
$203K
CAL
317
Capital Advisors Ltd
Ohio
$192K -$255K -3,251 -57%
CIR
318
Clear Investment Research
Georgia
$181K +$3.13K +40 +2%
CFFP
319
Center for Financial Planning
Michigan
$179K
WP
320
WealthShield Partners
North Carolina
$167K +$99.5K +1,259 +148%
AssetMark Inc
321
AssetMark Inc
California
$164K +$152K +1,949 +1,344%
AC
322
Arjuna Capital
North Carolina
$145K +$145K +1,860 New
BCP
323
Blue Chip Partners
Michigan
$144K -$18.3K -234 -11%
SPIA
324
Steward Partners Investment Advisory
New York
$139K -$1.64K -21 -1%
MMG
325
Monetary Management Group
Missouri
$127K