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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 %
MMG
351
Monetary Management Group
Missouri
$138K
PP
352
Pacifica Partners
Canada
$132K
GT
353
Glenmede Trust
Pennsylvania
$126K
CWM
354
Cranbrook Wealth Management
Michigan
$126K +$4.42K +52 +4%
MIM
355
Macroview Investment Management
Maryland
$116K -$99.4K -1,170 -46%
BFPW
356
BOK Financial Private Wealth
Colorado
$116K
CTA
357
Colonial Trust Advisors
South Carolina
$115K
PTC
358
Private Trust Company
Ohio
$114K -$3.23K -38 -3%
HGERS
359
Householder Group Estate & Retirement Specialist
Arizona
$112K +$112K +1,324 New
DI
360
Disciplined Investments
Oklahoma
$110K
OIA
361
Optimum Investment Advisors
Illinois
$109K +$3.23K +38 +3%
BC
362
Barrett & Company
Rhode Island
$104K +$5.1K +60 +5%
EW
363
Element Wealth
Mississippi
$101K
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$97K +$38.2K +448 +65%
Nomura Asset Management
365
Nomura Asset Management
Japan
$93.4K
FPFS
366
First Personal Financial Services
North Carolina
$86.7K
SWM
367
Sugarloaf Wealth Management
Georgia
$83.6K
MIFH
368
Migdal Insurance & Financial Holdings
Israel
$81K +$81K +975 New
GCP
369
Garda Capital Partners
Minnesota
$76.1K +$76.1K +896 New
WAS
370
Winch Advisory Services
Wisconsin
$75K -$3.98K -47 -5%
DWA
371
Delos Wealth Advisors
Texas
$74.5K -$1.03M -12,187 -93%
WP
372
WealthShield Partners
North Carolina
$72.2K +$72.2K +850 New
TFGT
373
TS Financial Group (TSFG)
Illinois
$69K +$256 +3 +0.4%
HWA
374
HHM Wealth Advisors
Tennessee
$67.1K
NA
375
NewEdge Advisors
Louisiana
$65.1K -$10.5K -124 -14%