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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 %
AssetMark Inc
426
AssetMark Inc
California
$12.5K +$260 +3 +2%
M
427
MOTCO
Texas
$12.3K
AW
428
Avion Wealth
Texas
$12K
JWM
429
Janiczek Wealth Management
Colorado
$11.3K
HWM
430
Horizons Wealth Management
North Carolina
$11.2K
CFD
431
Creative Financial Designs
Indiana
$10.7K -$1.3K -15 -11%
TWP
432
TFO Wealth Partners
Ohio
$10.4K
FRA
433
Front Row Advisors
California
$10K -$38.6K -463 -79%
GFPC
434
Global Financial Private Client
Florida
$9.78K +$9.78K +112 New
EWM
435
EPG Wealth Management
Georgia
$9.52K
PFG
436
Piershale Financial Group
Illinois
$9.11K
MTIC
437
Missouri Trust & Investment Company
Missouri
$8.65K -$6.66K -77 -44%
OSAM
438
O'Shaughnessy Asset Management
Connecticut
$8.31K -$10.4K -120 -56%
LFA
439
Level Financial Advisors
New York
$7.91K +$7.91K +91 New
IBOK
440
Independence Bank of Kentucky
Kentucky
$7.79K
WP
441
WealthPLAN Partners
Nebraska
$7.53K
WWP
442
WR Wealth Planners
Missouri
$7.48K +$4.52K +52 +153%
MFT
443
Moisand Fitzgerald Tamayo
Florida
$7.36K
GIA
444
Goodwin Investment Advisory
Georgia
$6.75K +$6.75K +78 New
BWL
445
Bogart Wealth LLC
Virginia
$6.53K
CFGS
446
Concourse Financial Group Securities
Alabama
$6.49K -$2.16K -25 -25%
NRC
447
New Republic Capital
North Carolina
$6.06K
PA
448
PSI Advisors
Florida
$6.06K
CAL
449
Capital Analysts LLC
Pennsylvania
$6K
PFM
450
Phillips Financial Management
Indiana
$5.8K