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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 %
CWM
376
Cranbrook Wealth Management
Michigan
$121K
PTC
377
Private Trust Company
Ohio
$117K -$18.5K -219 -14%
BFPW
378
BOK Financial Private Wealth
Colorado
$115K -$22.7K -270 -17%
CTA
379
Colonial Trust Advisors
South Carolina
$114K +$114K +1,350 New
DI
380
Disciplined Investments
Oklahoma
$110K
TFS
381
TrustCore Financial Services
Tennessee
$108K +$6.31K +75 +6%
HWMA
382
Heritage Wealth Management (Arizona)
Arizona
$106K +$57.7K +686 +118%
OIA
383
Optimum Investment Advisors
Illinois
$105K +$16K +190 +18%
EW
384
Element Wealth
Mississippi
$99.9K
BC
385
Barrett & Company
Rhode Island
$97.7K
KM
386
Kalos Management
Georgia
$97.2K -$767K -9,105 -89%
Nomura Asset Management
387
Nomura Asset Management
Japan
$92.6K
FPFS
388
First Personal Financial Services
North Carolina
$86K +$82.8K +984 +2,659%
HNWAG
389
High Net Worth Advisory Group
Florida
$85.5K
SWM
390
Sugarloaf Wealth Management
Georgia
$82.8K +$168 +2 +0.2%
WAS
391
Winch Advisory Services
Wisconsin
$79K +$13.7K +162 +21%
HWA
392
Heritage Wealth Advisors
Virginia
$77.4K
TFGT
393
TS Financial Group (TSFG)
Illinois
$68K -$13.8K -164 -17%
HWA
394
HHM Wealth Advisors
Tennessee
$66.5K +$66.5K +790 New
AIA
395
Armor Investment Advisors
North Carolina
$64.5K
BWP
396
Baldwin Wealth Partners
Massachusetts
$63.2K
AA
397
AlphaMark Advisors
Kentucky
$60K
FCA
398
Fortis Capital Advisors
Kansas
$58.9K +$58.9K +700 New
EI
399
Ellevest Inc
New York
$58K
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$58K +$28.3K +337 +95%