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iShares US Real Estate ETF

469 hedge funds and large institutions have $8.25B invested in iShares US Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+34
Holders Change %
+7.82%
% of All Funds
8.19%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
71
Increased
160
Reduced
131
Closed
33
Calls
$345M
Puts
$1.27B
Net Calls
-$922M
Net Calls Change
-$846M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
401
HighMark Wealth Management
Minnesota
$38K -$36.4K -356 -49%
JFA
402
JNBA Financial Advisors
Minnesota
$37K
SC
403
Sawyer & Company
Massachusetts
$34K
HWA
404
Heritage Wealth Advisors
Virginia
$32.5K
TIM
405
Tortoise Investment Management
New York
$32K -$1.01K -10 -3%
AssetMark Inc
406
AssetMark Inc
California
$32K +$7.9K +77 +33%
GCM
407
Gables Capital Management
Florida
$31K -$37.5K -363 -55%
HIA
408
Harbor Investment Advisory
Maryland
$31K +$31K +300 New
ZB
409
Zions Bancorporation
Utah
$31K +$31K +307 New
ADL
410
Asset Dedication LLC
California
$29K
Franklin Resources
411
Franklin Resources
California
$26K
MWP
412
MYCIO Wealth Partners
Pennsylvania
$26K
BWP
413
Baldwin Wealth Partners
Massachusetts
$26K
CCM
414
Cribstone Capital Management
Maine
$26K
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$24K
TC
416
Trust Company
Kansas
$24K
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$21K +$21K +202 New
AC
418
AlphaCore Capital
California
$21K +$21K +202 New
PK
419
Pflug Koory
Nebraska
$19K
ST
420
Smithfield Trust
Pennsylvania
$19K
AF
421
Allworth Financial
California
$18K
GWMIA
422
Global Wealth Management Investment Advisory
Florida
$17K
CFA
423
Carroll Financial Associates
North Carolina
$17K +$15.4K +150 +938%
LWA
424
Lowe Wealth Advisors
Maryland
$16K
LFG
425
Larson Financial Group
Missouri
$16K