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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 %
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$20K -$4.88K -58 -20%
Kayne Anderson Rudnick Investment Management
452
Kayne Anderson Rudnick Investment Management
California
$19K
CCM
453
Cribstone Capital Management
Maine
$18.8K
AssetMark Inc
454
AssetMark Inc
California
$18.4K +$84 +1 +0.5%
CFD
455
Creative Financial Designs
Indiana
$18.1K
TSWM
456
Tyler-Stone Wealth Management
Ohio
$17K +$17K +200 New
ST
457
Smithfield Trust
Pennsylvania
$16K
TSW
458
Thompson Siegel & Walmsley
Virginia
$15K
MTIC
459
Missouri Trust & Investment Company
Missouri
$15K
CPG
460
Cornerstone Planning Group
New Jersey
$14.8K +$14.8K +167 New
LWA
461
Lowe Wealth Advisors
Maryland
$13.3K
PIMG
462
Patriot Investment Management Group
Tennessee
$12.9K +$12.9K +140 New
FMB
463
Field & Main Bank
Kentucky
$12.7K
CT
464
Colonial Trust
South Carolina
$12.6K +$12.6K +150 New
FWM
465
Focused Wealth Management
New York
$12.6K +$168 +2 +1%
FFA
466
Farther Finance Advisors
California
$12.3K +$12.3K +146 New
M
467
MOTCO
Texas
$12K
JWM
468
Janiczek Wealth Management
Colorado
$11.9K
AW
469
Avion Wealth
Texas
$11K
HWM
470
Horizons Wealth Management
North Carolina
$11K
MWM
471
Mascoma Wealth Management
New Hampshire
$10.5K
EWM
472
EPG Wealth Management
Georgia
$9.26K
PK
473
Pflug Koory
Nebraska
$9K
AWM
474
Accurate Wealth Management
Florida
$8.99K +$8.99K +104 New
PFG
475
Piershale Financial Group
Illinois
$8.77K +$8.77K +104 New