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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 %
BC
351
Barrett & Company
Rhode Island
$106K +$606 +7 +0.6%
EW
352
Element Wealth
Mississippi
$103K
Nomura Asset Management
353
Nomura Asset Management
Japan
$95.2K
FPFS
354
First Personal Financial Services
North Carolina
$88.4K
MIFH
355
Migdal Insurance & Financial Holdings
Israel
$84K
DI
356
Disciplined Investments
Oklahoma
$82.2K -$30.4K -351 -27%
WP
357
WealthShield Partners
North Carolina
$73.6K
TFGT
358
TS Financial Group (TSFG)
Illinois
$70K +$258 +3 +0.4%
HWA
359
HHM Wealth Advisors
Tennessee
$68.4K
USB
360
Union Savings Bank
Connecticut
$66.7K +$66.7K +757 New
AIA
361
Armor Investment Advisors
North Carolina
$66.3K
WAS
362
Winch Advisory Services
Wisconsin
$65K -$11.2K -130 -15%
BWP
363
Baldwin Wealth Partners
Massachusetts
$65K
HWA
364
Heritage Wealth Advisors
Virginia
$60.6K
DWA
365
Delos Wealth Advisors
Texas
$60.5K -$15.4K -178 -20%
OFG
366
Oxford Financial Group
Indiana
$58.2K
HS
367
Horan Securities
United States
$58.2K +$692 +8 +1%
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$57.1K
MCM
369
Manchester Capital Management
Vermont
$56.3K +$56.3K +650 New
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$55.7K
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$55K -$43.3K -501 -44%
AA
372
AlphaMark Advisors
Kentucky
$55K -$6.5K -75 -11%
CPA
373
Cardiff Park Advisors
California
$53.6K +$260 +3 +0.5%
CIAS
374
Capital Investment Advisory Services
North Carolina
$52.7K +$1.99K +23 +4%
GM
375
GeoWealth Management
Illinois
$52K +$1.12K +13 +2%