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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 %
AC
351
Anson Capital
Georgia
$215K +$215K +2,550 New
PFA
352
Pure Financial Advisors
California
$215K +$589 +7 +0.3%
RBC
353
Romano Brothers & Co
Illinois
$214K
MIM
354
Macroview Investment Management
Maryland
$214K +$213K +2,529 +28,100%
PA
355
Parallel Advisors
California
$211K +$30.3K +360 +17%
NCM
356
NCM Capital Management
New Jersey
$207K
MUMSS
357
Mitsubishi UFJ Morgan Stanley Securities
Japan
$204K
BRWA
358
B. Riley Wealth Advisors
Florida
$202K -$353K -4,196 -64%
PWM
359
Perigon Wealth Management
California
$202K -$36.5K -434 -15%
SWP
360
Stratos Wealth Partners
Ohio
$201K -$31.5K -374 -14%
TMWM
361
Taylor & Morgan Wealth Management
Michigan
$200K +$200K +2,376 New
CIR
362
Clear Investment Research
Georgia
$195K +$1.77K +21 +0.9%
CFFP
363
Center for Financial Planning
Michigan
$192K -$45.4K -539 -19%
RA
364
Rise Advisors
New York
$187K +$1.6K +19 +0.9%
BCP
365
Blue Chip Partners
Michigan
$181K +$181K +2,153 New
SWM
366
Spire Wealth Management
Virginia
$179K -$13.3K -157 -7%
AIM
367
Acropolis Investment Management
Missouri
$171K -$6.31K -75 -4%
CTC
368
Central Trust Company
Missouri
$160K -$62.4K -741 -28%
EWA
369
EP Wealth Advisors
California
$160K +$160K +1,896 New
PO
370
Private Ocean
California
$140K -$84.1K -999 -37%
MMG
371
Monetary Management Group
Missouri
$137K -$31.6K -375 -19%
PP
372
Pacifica Partners
Canada
$133K
CA
373
CoreCap Advisors
Michigan
$129K +$129K +1,538 New
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$127K +$22.8K +270 +22%
GT
375
Glenmede Trust
Pennsylvania
$125K