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iShares US Real Estate ETF

511 hedge funds and large institutions have $3.89B invested in iShares US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 163 increasing their positions, 140 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+15
Holders Change %
+3.02%
% of All Funds
8.24%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
86
Increased
163
Reduced
140
Closed
59
Calls
$563M
Puts
$738M
Net Calls
-$175M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Shares
Change %
SCG
326
Sonata Capital Group
Washington
$273K
DADC
327
D.A. Davidson & Co
Montana
$271K +$22.5K +267 +9%
PTP
328
Platform Technology Partners
New York
$266K
PMG
329
ProVise Management Group
Florida
$264K
RPC
330
Rossmore Private Capital
Connecticut
$261K
PGFC
331
Peapack-Gladstone Financial Corp
New Jersey
$260K
BWM
332
BerganKDV Wealth Management
Minnesota
$258K +$32.6K +387 +14%
GRP
333
Global Retirement Partners
California
$254K +$505 +6 +0.2%
ATC
334
Argent Trust Co
Tennessee
$250K +$3.87K +46 +2%
LFAS
335
Level Four Advisory Services
Texas
$246K -$29.5K -350 -11%
FA
336
Fiduciary Alliance
South Carolina
$241K +$241K +2,860 New
PWA
337
Physician Wealth Advisors
Utah
$240K -$10.3K -114 -4%
JWCA
338
J.W. Coons Advisors
Ohio
$240K
SW
339
SVB Wealth
Massachusetts
$236K +$236K +2,800 New
GPA
340
Garrison Point Advisors
California
$235K +$12K +143 +5%
AF
341
Alerus Financial
North Dakota
$231K -$5.38M -63,943 -96%
BAM
342
Belpointe Asset Management
Nevada
$228K +$23K +273 +11%
IC
343
Inscription Capital
Texas
$227K -$220K -2,610 -49%
SPIA
344
Steward Partners Investment Advisory
New York
$225K
SFG
345
Summit Financial Group
West Virginia
$225K
GPWA
346
Great Point Wealth Advisors
Massachusetts
$225K -$40.4K -480 -15%
MA
347
Momentum Advisors
New York
$220K +$220K +2,608 New
BC
348
Burleson & Co
California
$219K
IWM
349
IHT Wealth Management
Illinois
$219K
SFS
350
Summit Financial Strategies
Ohio
$218K -$81.7K -971 -27%