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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 %
PP
326
Pacifica Partners
Canada
$120K
AIM
327
Acropolis Investment Management
Missouri
$120K -$10.5K -135 -8%
GT
328
Glenmede Trust
Pennsylvania
$116K
PO
329
Private Ocean
California
$111K -$6.33K -81 -5%
CWM
330
Cranbrook Wealth Management
Michigan
$111K
NA
331
NewEdge Advisors
Louisiana
$110K +$86K +1,100 +350%
BFPW
332
BOK Financial Private Wealth
Colorado
$108K
PVH
333
Psagot Value Holdings
Israel
$107K -$27.6K -354 -20%
CTA
334
Colonial Trust Advisors
South Carolina
$105K
MIM
335
Macroview Investment Management
Maryland
$105K -$703 -9 -0.7%
HGERS
336
Householder Group Estate & Retirement Specialist
Arizona
$104K +$104K +1,330 New
PTC
337
Private Trust Company
Ohio
$104K
RA
338
Rise Advisors
New York
$97.1K -$74.9K -959 -44%
BC
339
Barrett & Company
Rhode Island
$95.8K
OIA
340
Optimum Investment Advisors
Illinois
$94.7K -$7.97K -102 -8%
PA
341
Parallel Advisors
California
$94K -$36.1K -462 -28%
BTI
342
Blue Trust Inc
Georgia
$93K -$134K -1,557 -59%
EW
343
Element Wealth
Mississippi
$92.8K
FPFS
344
First Personal Financial Services
North Carolina
$79.8K
MIFH
345
Migdal Insurance & Financial Holdings
Israel
$76K
TSW
346
Thompson Siegel & Walmsley
Virginia
$62K +$48K +613 +342%
DWA
347
Delos Wealth Advisors
Texas
$59.7K
BWP
348
Baldwin Wealth Partners
Massachusetts
$58.7K
WAS
349
Winch Advisory Services
Wisconsin
$56K -$3.05K -39 -5%
HWA
350
Heritage Wealth Advisors
Virginia
$54.7K