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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 %
TWP
451
TFO Wealth Partners
Ohio
$10.2K -$1.33M -15,728 -99%
EWM
452
EPG Wealth Management
Georgia
$9.34K
PFG
453
Piershale Financial Group
Illinois
$8.9K +$85 +1 +1%
Commonwealth Equity Services
454
Commonwealth Equity Services
Massachusetts
$8.57K +$553 +6,519 +7%
CFGS
455
Concourse Financial Group Securities
Alabama
$8.49K -$29.3K -345 -78%
CB
456
CNB Bank
Pennsylvania
$8.32K +$8.32K +98 New
SIS
457
Sound Income Strategies
Florida
$7.98K +$2.46K +29 +45%
IBOK
458
Independence Bank of Kentucky
Kentucky
$7.64K
GWSG
459
GPS Wealth Strategies Group
Colorado
$7.64K +$7.64K +90 New
WP
460
WealthPLAN Partners
Nebraska
$7.39K +$7.39K +87 New
MFT
461
Moisand Fitzgerald Tamayo
Florida
$7.22K
BWL
462
Bogart Wealth LLC
Virginia
$6.41K
GFWA
463
Grey Fox Wealth Advisors
Delaware
$6.22K -$14.5K -170 -70%
IGWM
464
ICA Group Wealth Management
Colorado
$6.13K
CSB
465
City State Bank
Iowa
$6K -$514 -6 -8%
CAL
466
Capital Analysts LLC
Pennsylvania
$6K
PA
467
PSI Advisors
Florida
$5.94K
NRC
468
New Republic Capital
North Carolina
$5.94K +$5.94K +70 New
PFM
469
Phillips Financial Management
Indiana
$5.69K +$255 +3 +5%
TWM
470
Tradition Wealth Management
Minnesota
$5K -$1.67K -19 -25%
MSFP
471
Mark Sheptoff Financial Planning
Connecticut
$4.84K
WT
472
Whittier Trust
California
$4.25K
TAM
473
Tucker Asset Management
Colorado
$4.25K +$4.25K +50 New
GWANC
474
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.57K +$3.57K +42 New
GEA
475
Glen Eagle Advisors
New Jersey
$3.4K