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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 %
GA
526
GoalVest Advisory
New York
-$325K -3,865 Closed
MCC
527
Money Concepts Capital
Florida
-$311K -3,692 Closed
AF
528
Affiance Financial
Minnesota
-$294K -3,489 Closed
MYIA
529
Mount Yale Investment Advisors
Colorado
-$292K -3,474 Closed
LFAS
530
Level Four Advisory Services
Texas
-$246K -2,924 Closed
SW
531
SVB Wealth
Massachusetts
-$236K -2,800 Closed
AC
532
Anson Capital
Georgia
-$215K -2,550 Closed
MUMSS
533
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$204K -2,420 Closed
SWP
534
Stratos Wealth Partners
Ohio
-$201K -2,391 Closed
EWA
535
EP Wealth Advisors
California
-$160K -1,896 Closed
HNWAG
536
High Net Worth Advisory Group
Florida
-$85.5K -1,015 Closed
FCA
537
Fortis Capital Advisors
Kansas
-$58.9K -700 Closed
MRCM
538
M&R Capital Management
New Jersey
-$50.6K -601 Closed
MWM
539
MinichMacGregor Wealth Management
New York
-$45K -533 Closed
EE
540
EWG Elevate
California
-$42.1K -500 Closed
LTI
541
Laffer Tengler Investments
Tennessee
-$27K -321 Closed
GMA
542
Glassy Mountain Advisors
Maryland
-$23.2K -275 Closed
CT
543
Colonial Trust
South Carolina
-$12.6K -150 Closed
PIMG
544
Patriot Investment Management Group
Tennessee
-$12.9K -140 Closed
MWM
545
Mascoma Wealth Management
New Hampshire
-$10.5K -125 Closed
ACM
546
AUA Capital Management
Pennsylvania
-$8.76K -104 Closed
AWM
547
Accurate Wealth Management
Florida
-$8.99K -104 Closed
FA
548
Faithward Advisors
Pennsylvania
-$8.42K -100 Closed
SFC
549
SYM Financial Corp
Indiana
-$5.47K -65 Closed
AWM
550
Angeles Wealth Management
California
-$758 -9 Closed