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iShares US Real Estate ETF

513 hedge funds and large institutions have $3.9B 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, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 59

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

3% more funds holding

Funds holding: 498513 (+15)

2% less capital invested

Capital invested by funds: $3.98B → $3.9B (-$84.5M)

7.31% less ownership

Funds ownership: 109.38%102.07% (-7.3%)

24% less call options, than puts

Call options by funds: $563M | Put options by funds: $738M

Holders
513
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
8.25%
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
141
Closed
59
Calls
$563M
Puts
$738M
Net Calls
-$175M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
551
Caption Management
Oklahoma
-$320K -3,936 Closed
AT
552
American Trust
Kentucky
-$282K -3,468 Closed
BWP
553
Balboa Wealth Partners
Arizona
-$267K -3,284 Closed
AWM
554
AE Wealth Management
Kansas
-$249K -3,056 Closed
VWA
555
V Wealth Advisors
Kansas
-$243K -2,985 Closed
MSWMA
556
Market Street Wealth Management Advisors
Indiana
-$239K -2,932 Closed
SAS
557
Sanford Advisory Services
Michigan
-$237K -2,909 Closed
LC
558
LCNB Corp
Ohio
-$220K -2,707 Closed
ODIJL
559
One Day In July LLC
Vermont
-$207K -2,545 Closed
SC
560
Shay Capital
New York
-$204K -2,500 Closed
HGERS
561
Householder Group Estate & Retirement Specialist
Arizona
-$138K -1,695 Closed
MA
562
MUFG Americas
New York
-$108K -1,322 Closed
DWMG
563
DB Wealth Management Group
California
-$67K -828 Closed
OPW
564
Oxler Private Wealth
New York
-$32.5K -613 Closed
WAM
565
Worth Asset Management
Texas
-$44K -544 Closed
CA
566
Crewe Advisors
Utah
-$41K -500 Closed
MCM
567
McMillion Capital Management
North Carolina
-$20K -250 Closed
SSG
568
Summit Securities Group
New York
-$8K -100 Closed
GWSG
569
GPS Wealth Strategies Group
Colorado
-$7K -90 Closed
CAAS
570
Capital Asset Advisory Services
Michigan
-$4K -47 Closed
JFGIW
571
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1K -12 Closed
IHWM
572
Iron Horse Wealth Management
Iowa
+$420 +5 New