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iShares US Real Estate ETF

521 hedge funds and large institutions have $5.48B invested in iShares US Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 177 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.76% more ownership

Funds ownership: 111.27%129.03% (+18%)

4% less funds holding

Funds holding: 545521 (-24)

9% less capital invested

Capital invested by funds: $6.03B → $5.48B (-$550M)

15% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 177

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

66% less call options, than puts

Call options by funds: $481M | Put options by funds: $1.41B

Holders
521
Holders Change
-24
Holders Change %
-4.4%
% of All Funds
8.78%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.29%
New
62
Increased
150
Reduced
177
Closed
84
Calls
$481M
Puts
$1.41B
Net Calls
-$931M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$10M -$271K -2,721 -2%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$9.65M +$1.56M +15,692 +18%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$9.64M +$543K +5,445 +5%
Renaissance Technologies
54
Renaissance Technologies
New York
$9.11M -$608K -6,100 -6%
IFAM
55
Institutional & Family Asset Management
Colorado
$9.1M +$17.2K +173 +0.2%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$8.7M -$8.53M -85,578 -48%
MFG
57
Magnus Financial Group
New York
$8.34M +$254K +2,547 +3%
ERSOT
58
Employees Retirement System of Texas
Texas
$7.59M +$6.81M +68,290 +481%
IA
59
IFP Advisors
Florida
$7.4M
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$7.36M +$7.98M +80,000 New
SI
61
Stephens Inc
Arkansas
$6.55M +$182K +1,823 +3%
SG Americas Securities
62
SG Americas Securities
New York
$6.4M -$2.93M -29,401 -30%
AFM
63
Anson Funds Management
Texas
$6.21M +$6.73M +67,500 New
Truist Financial
64
Truist Financial
North Carolina
$6.03M -$2.55M -25,616 -28%
FCFC
65
First Citizens Financial Corp
Iowa
$5.98M -$15.7K -157 -0.2%
ECM
66
ExodusPoint Capital Management
New York
$5.89M +$6.38M +64,000 New
JMPWA
67
JP Morgan Private Wealth Advisors
California
$5.8M +$474K +4,753 +8%
TCM
68
Twele Capital Management
Minnesota
$5.78M -$66.4K -666 -1%
MGIA
69
Matthew Goff Investment Advisor
Texas
$5.49M -$12.9K -129 -0.2%
AFG
70
Arkansas Financial Group
Arkansas
$5.29M +$202K +2,029 +4%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$5.22M -$113K -1,131 -2%
RFM
72
Royal Fund Management
Florida
$5.06M -$4.76M -47,707 -46%
MWM
73
Mission Wealth Management
California
$4.91M -$452K -4,531 -8%
Asset Management One
74
Asset Management One
Japan
$4.89M +$1.15M +11,490 +28%
SWA
75
SOA Wealth Advisors
New York
$4.71M -$307K -3,084 -6%