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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 %
LPT
101
Legacy Private Trust
Wisconsin
$3.23M +$167K +1,963 +5%
BCM
102
Bayesian Capital Management
New York
$3.18M +$1.4M +16,531 +79%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$3.11M -$130K -1,530 -4%
RA
104
Rodgers & Associates
Pennsylvania
$3.07M +$253K +2,977 +9%
MA
105
Modus Advisors
Minnesota
$3.06M +$75.8K +893 +3%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$3.06M
RPCA
107
Running Point Capital Advisors
California
$3.03M +$51.6K +608 +2%
SF
108
Synovus Financial
Georgia
$2.96M -$704K -8,294 -19%
AF
109
Alerus Financial
North Dakota
$2.93M +$2.7M +31,805 +1,161%
BPC
110
Banque Pictet & Cie
Switzerland
$2.8M +$1.56M +18,332 +125%
JWA
111
JFS Wealth Advisors
Pennsylvania
$2.73M +$117K +1,374 +4%
CWM
112
CarsonAllaria Wealth Management
Illinois
$2.72M +$243K +2,863 +10%
E
113
Ergoteles
New York
$2.7M -$25.6M -301,482 -90%
RA
114
Regis Acquisition
Colorado
$2.7M +$2.7M +31,772 New
PNAA
115
Pictet North America Advisors
Switzerland
$2.62M +$1.57M +18,492 +149%
MS
116
Maven Securities
Jersey
$2.5M -$10.6M -124,324 -81%
TA
117
TCM Advisors
West Virginia
$2.39M -$2.16M
HF
118
HRT Financial
New York
$2.28M +$2.28M +26,861 New
CIBC World Market
119
CIBC World Market
Ontario, Canada
$2.28M -$339K -3,990 -13%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$2.23M -$52.3K -616 -2%
AFO
121
Allie Family Office
Florida
$2.17M -$264K -3,099 -11%
RFO
122
RiverGlades Family Offices
Florida
$2.13M
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$2.13M -$171K -2,018 -7%
CA
124
Cetera Advisors
Colorado
$2.12M +$129K +1,521 +6%
R
125
Rebalance
California
$2.08M -$81.3K -958 -4%