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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
SMFG
76
Sumitomo Mitsui Financial Group
Japan
$4.68M -$635K -6,373 -11%
CCM
77
Chilton Capital Management
Texas
$4.52M -$53.7K -539 -1%
GWM
78
Geneos Wealth Management
Colorado
$4.44M -$446K -4,470 -9%
IAN
79
Integrated Advisors Network
Texas
$4.43M +$90.4K +907 +2%
CC
80
Courier Capital
New York
$4.42M +$98.9K +992 +2%
SSA
81
Schonfeld Strategic Advisors
New York
$4.25M +$3.47M +34,767 +305%
PFS
82
Prospera Financial Services
Texas
$4.21M +$3.01M +30,240 +195%
WIC
83
Whitegate Investment Counselors
New Hampshire
$4.15M -$145K -1,457 -3%
EC
84
Estate Counselors
Wisconsin
$4.09M -$230K -2,305 -5%
WQ
85
Wealth Quarterback
New Jersey
$4.05M +$4.39M +44,029 New
SF
86
Synovus Financial
Georgia
$4.05M -$883K -8,860 -17%
SCM
87
SCS Capital Management
Massachusetts
$4M +$1.27M +12,737 +41%
Verition Fund Management
88
Verition Fund Management
Connecticut
$3.88M +$3.28M +32,873 +352%
AIM
89
Alhambra Investment Management
Florida
$3.76M +$411K +4,125 +11%
FHA
90
First Horizon Advisors
Tennessee
$3.71M +$829K +8,318 +26%
RPCA
91
Running Point Capital Advisors
California
$3.61M +$41.4K +415 +1%
GPA
92
Guidance Point Advisors
Massachusetts
$3.6M +$152K +1,528 +4%
William Blair & Company
93
William Blair & Company
Illinois
$3.58M +$1.22M +12,206 +46%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$3.56M +$179K +1,800 +5%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$3.52M -$33.9K -340 -0.9%
JF
96
Jump Financial
Illinois
$3.48M +$3.77M +37,863 New
GA
97
GoalVest Advisory
New York
$3.4M -$93.1K -934 -2%
WTB
98
Washington Trust Bank
Washington
$3.33M +$3M +30,104 +491%
SSWM
99
Sheets Smith Wealth Management
North Carolina
$3.31M
JG
100
Jefferies Group
New York
$3.29M -$17.5M -175,143 -83%