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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 %
SWM
351
Spire Wealth Management
Virginia
$54.4K -$103K -1,322 -66%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$52.9K -$204K -2,609 -79%
OFG
353
Oxford Financial Group
Indiana
$52.6K
AIA
354
Armor Investment Advisors
North Carolina
$52.2K -$7.66K -98 -13%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$52K +$2.34K +30 +5%
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$51.6K
MCM
357
Manchester Capital Management
Vermont
$50.8K
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$50.3K
CPA
359
Cardiff Park Advisors
California
$48.4K
CIAS
360
Capital Investment Advisory Services
North Carolina
$47.6K
MCA
361
Maryland Capital Advisors
Maryland
$45.3K
ADL
362
Asset Dedication LLC
California
$43K
AWM
363
Avior Wealth Management
Nebraska
$43K
GM
364
GeoWealth Management
Illinois
$42K -$4.9K -63 -10%
S
365
SignatureFD
Georgia
$39.1K
CSPIA
366
Cary Street Partners Investment Advisory
Virginia
$39.1K +$39.1K +500 New
WTC
367
WhitTier Trust Company
Nevada
$39.1K
AA
368
AlphaMark Advisors
Kentucky
$37K -$12.5K -160 -25%
FAM
369
Flaharty Asset Management
Florida
$36.7K +$36.7K +470 New
PFBT
370
Parkside Financial Bank & Trust
Missouri
$36.3K
CIA
371
Cape Investment Advisory
Georgia
$36K +$156 +2 +0.4%
HPC
372
HM Payson & Co
Maine
$35.6K
BAAM
373
Baker Avenue Asset Management
California
$33.4K
TAM
374
Tucker Asset Management
Colorado
$32.9K +$29K +371 +742%
FWP
375
FAS Wealth Partners
Kansas
$31.9K