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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 %
AFS
326
AFG Fiduciary Services
Massachusetts
$255K +$17.1K +320 +7%
CG
327
Cutler Group
California
$254K +$254K +3,128 +104,267%
RPC
328
Rossmore Private Capital
Connecticut
$253K
GRP
329
Global Retirement Partners
California
$253K +$2.68K +32 +1%
PGFC
330
Peapack-Gladstone Financial Corp
New Jersey
$252K
GI
331
GAMCO Investors
Connecticut
$251K +$251K +3,085 New
AWM
332
AE Wealth Management
Kansas
$249K -$416K -5,101 -63%
Cerity Partners
333
Cerity Partners
New York
$245K -$93.4K -1,149 -28%
LIA
334
LBMC Investment Advisors
Tennessee
$245K
VWA
335
V Wealth Advisors
Kansas
$243K -$1.45M -17,773 -86%
RIA
336
Realta Investment Advisors
Delaware
$243K +$9.75K +120 +4%
DADC
337
D.A. Davidson & Co
Montana
$241K -$4.65K -57 -2%
MSWMA
338
Market Street Wealth Management Advisors
Indiana
$239K -$71.7K -879 -23%
MC
339
Moors & Cabot
Massachusetts
$239K +$239K +2,935 New
CG
340
Colony Group
Massachusetts
$238K -$4.88K -60 -2%
ATC
341
Argent Trust Co
Tennessee
$238K
SAS
342
Sanford Advisory Services
Michigan
$237K -$15.6K -192 -6%
JWCA
343
J.W. Coons Advisors
Ohio
$232K
PWM
344
Perigon Wealth Management
California
$231K -$18.8K -231 -8%
CFFP
345
Center for Financial Planning
Michigan
$230K
PWA
346
Physician Wealth Advisors
Utah
$230K +$992 +12 +0.4%
SWP
347
Stratos Wealth Partners
Ohio
$225K -$13.6K -167 -6%
LC
348
LCNB Corp
Ohio
$220K
BWM
349
BerganKDV Wealth Management
Minnesota
$218K -$12.8K -158 -6%
SFG
350
Summit Financial Group
West Virginia
$218K -$4.08K -50 -2%