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iShares US Real Estate ETF

391 hedge funds and large institutions have $2.91B invested in iShares US Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 151 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
-23
Holders Change %
-5.56%
% of All Funds
7.91%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
34
Increased
103
Reduced
151
Closed
53
Calls
$563M
Puts
$565M
Net Calls
-$2.08M
Net Calls Change
+$782M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$6.65M -$871K -10,911 -12%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$6.51M +$751K +9,409 +13%
Osaic Holdings
53
Osaic Holdings
Arizona
$6.17M -$10.5K -132 -0.2%
FCFC
54
First Citizens Financial Corp
Iowa
$5.93M -$833K -10,436 -12%
MWM
55
Mission Wealth Management
California
$5.75M -$155K -1,947 -3%
OFG
56
Omega Financial Group
California
$5.34M -$101K -1,271 -2%
MFG
57
Magnus Financial Group
New York
$5.11M +$936K +11,724 +22%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$5.06M +$278K +3,480 +6%
CPO
59
Cerity Partners OCIO
New York
$4.89M -$239K -2,988 -5%
AAS
60
Avantax Advisory Services
Texas
$4.85M +$2.75M +34,474 +131%
Truist Financial
61
Truist Financial
North Carolina
$4.6M -$46.1K -577 -1%
FWM
62
Fairhaven Wealth Management
Illinois
$4.59M -$13.6K -170 -0.3%
Marshall Wace
63
Marshall Wace
United Kingdom
$4.44M +$3.72M +46,561 +517%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$4.25M -$4.04M -48,911 -49%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$4.22M +$4.22M +52,883 New
BS
66
Banco Santander
Spain
$3.89M -$708K -8,866 -15%
AIM
67
Alhambra Investment Management
Florida
$3.8M +$1.64M +20,574 +76%
Toronto Dominion Bank
68
Toronto Dominion Bank
Ontario, Canada
$3.74M +$344K +4,312 +10%
WIC
69
Whitegate Investment Counselors
New Hampshire
$3.73M +$202K +2,528 +6%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$3.67M -$204K -2,554 -5%
CC
71
Courier Capital
New York
$3.6M -$984K -12,149 -21%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$3.59M -$681K -8,364 -16%
MC
73
Martin & Co
Tennessee
$3.57M +$26.7K +335 +0.8%
GWM
74
Geneos Wealth Management
Colorado
$3.39M +$143K +1,820 +4%
TWM
75
Tanglewood Wealth Management
Texas
$3.29M -$216K -2,700 -6%