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iShares US Real Estate ETF

493 hedge funds and large institutions have $4.03B invested in iShares US Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 123 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-18
Holders Change %
-3.52%
% of All Funds
7.89%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.16%
New
59
Increased
123
Reduced
179
Closed
57
Calls
$609M
Puts
$1.22B
Net Calls
-$613M
Net Calls Change
-$438M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
326
Choreo LLC
Illinois
$230K +$230K +2,704 New
IC
327
Inscription Capital
Texas
$229K
PWA
328
Physician Wealth Advisors
Utah
$228K +$511 +6 +0.2%
TAIM
329
TD Ameritrade Investment Management
Nebraska
$226K -$120K -1,413 -35%
SFS
330
Summit Financial Strategies
Ohio
$220K
PFA
331
Pure Financial Advisors
California
$217K +$255 +3 +0.1%
IWM
332
IHT Wealth Management
Illinois
$216K -$4.25K -50 -2%
FAIM
333
Financial Advocates Investment Management
Washington
$212K -$1.68M -19,795 -89%
SFG
334
Summit Financial Group
West Virginia
$212K -$14.9K -175 -7%
RBC
335
Romano Brothers & Co
Illinois
$212K -$4.25K -50 -2%
NCM
336
NCM Capital Management
New Jersey
$208K
BPA
337
Beacon Pointe Advisors
California
$208K -$178K -2,098 -46%
AAS
338
Ameritas Advisory Services
Nebraska
$204K +$204K +2,415 New
PWM
339
Perigon Wealth Management
California
$204K
TMWM
340
Taylor & Morgan Wealth Management
Michigan
$203K +$1.1K +13 +0.5%
DAS
341
Dynamic Advisor Solutions
Arizona
$202K +$202K +2,382 New
SG
342
StoneX Group
New York
$202K -$88.9K -1,047 -31%
CFFP
343
Center for Financial Planning
Michigan
$194K
CIR
344
Clear Investment Research
Georgia
$191K -$5.52K -65 -3%
PA
345
Parallel Advisors
California
$189K -$24.2K -285 -11%
RA
346
Rise Advisors
New York
$186K -$2.04K -24 -1%
SWM
347
Spire Wealth Management
Virginia
$185K +$4.92K +58 +3%
BCP
348
Blue Chip Partners
Michigan
$176K -$7.22K -85 -4%
AIM
349
Acropolis Investment Management
Missouri
$173K
PO
350
Private Ocean
California
$142K