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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 %
WAP
326
Wealthcare Advisory Partners
Pennsylvania
$207K +$207K +2,393 New
NB
327
Northwest Bancshares
Pennsylvania
$203K +$203K +2,350 New
WEG
328
World Equity Group
Illinois
$203K +$203K +2,343 New
B
329
Bensler
Washington
$201K +$201K +2,321 New
CFFP
330
Center for Financial Planning
Michigan
$198K
CIR
331
Clear Investment Research
Georgia
$198K +$2.86K +33 +1%
RA
332
Rise Advisors
New York
$191K +$865 +10 +0.5%
TAIM
333
TD Ameritrade Investment Management
Nebraska
$188K -$42.7K -493 -18%
BCP
334
Blue Chip Partners
Michigan
$180K +$779 +9 +0.4%
SWM
335
Spire Wealth Management
Virginia
$175K -$13.9K -161 -7%
SPIA
336
Steward Partners Investment Advisory
New York
$156K -$81.3K -939 -34%
PVH
337
Psagot Value Holdings
Israel
$149K +$124K +1,440 +502%
AIM
338
Acropolis Investment Management
Missouri
$145K -$31.3K -362 -18%
PA
339
Parallel Advisors
California
$144K -$48.6K -562 -25%
MMG
340
Monetary Management Group
Missouri
$141K
OA
341
Operose Advisors
Wisconsin
$140K -$183K -2,111 -57%
PP
342
Pacifica Partners
Canada
$137K
PO
343
Private Ocean
California
$130K -$14.5K -168 -10%
GT
344
Glenmede Trust
Pennsylvania
$126K
CWM
345
Cranbrook Wealth Management
Michigan
$123K -$6.23K -72 -5%
BFPW
346
BOK Financial Private Wealth
Colorado
$118K
MIM
347
Macroview Investment Management
Maryland
$118K -$866 -10 -0.7%
CTA
348
Colonial Trust Advisors
South Carolina
$117K
PTC
349
Private Trust Company
Ohio
$115K -$1.47K -17 -1%
OIA
350
Optimum Investment Advisors
Illinois
$114K +$2.25K +26 +2%