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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 %
PMFA
426
Plante Moran Financial Advisors
Michigan
$20.4K
TC
427
Trust Company
Kansas
$20K
Kayne Anderson Rudnick Investment Management
428
Kayne Anderson Rudnick Investment Management
California
$19.2K
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$18.3K -$1.78K -21 -9%
SS
430
Sunbelt Securities
Texas
$17.5K +$17.5K +210 New
TCA
431
Trifecta Capital Advisors
Illinois
$16.4K -$18.6K -219 -53%
ST
432
Smithfield Trust
Pennsylvania
$16K
MTIC
433
Missouri Trust & Investment Company
Missouri
$15K
TSW
434
Thompson Siegel & Walmsley
Virginia
$15K
N
435
Natixis
France
$14.5K -$9.1M -107,171 -100%
ACA
436
Aptus Capital Advisors
Alabama
$14.3K +$14.3K +169 New
Qube Research & Technologies (QRT)
437
Qube Research & Technologies (QRT)
United Kingdom
$14.3K +$14.3K +169 New
CSC
438
Caldwell Sutter Capital
California
$14.1K +$14.1K +166 New
LWA
439
Lowe Wealth Advisors
Maryland
$13.4K
CTC
440
Central Trust Company
Missouri
$13K -$148K -1,747 -92%
FMB
441
Field & Main Bank
Kentucky
$12.8K
FWM
442
Focused Wealth Management
New York
$12.8K
FFA
443
Farther Finance Advisors
California
$12.4K
AssetMark Inc
444
AssetMark Inc
California
$12.1K -$6.45K -76 -35%
M
445
MOTCO
Texas
$12.1K
AW
446
Avion Wealth
Texas
$12K
PP
447
PrairieView Partners
Minnesota
$12K +$12K +153 New
CFD
448
Creative Financial Designs
Indiana
$11.8K -$6.45K -76 -35%
HWM
449
Horizons Wealth Management
North Carolina
$11K
JWM
450
Janiczek Wealth Management
Colorado
$10.9K