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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 %
KP
126
Keel Point
Alabama
$2.08M
Northern Trust
127
Northern Trust
Illinois
$2.04M -$13.1K -154 -0.6%
FWMM
128
Foundation Wealth Management (Missouri)
Missouri
$2.03M +$745K +8,780 +58%
CCA
129
Checchi Capital Advisers
California
$2.02M +$2.02M +23,742 New
RIM
130
Rakuten Investment Management
Japan
$2.01M +$116K +1,400 +6%
CWM
131
Connecticut Wealth Management
Connecticut
$1.98M +$1.98M +23,345 New
NL
132
NEPC LLC
Massachusetts
$1.92M
PCH
133
PGIM Custom Harvest
New Jersey
$1.88M +$701K +8,254 +59%
AHC
134
Adell Harriman & Carpenter
Texas
$1.87M -$170K -2,007 -8%
AAS
135
Avantax Advisory Services
Texas
$1.85M -$391K -4,603 -17%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$1.83M -$330K -3,883 -15%
IFPL
137
Investments & Financial Planning LLC
Kentucky
$1.69M -$217K -2,559 -11%
PAG
138
Private Advisor Group
New Jersey
$1.68M -$65.7K -774 -4%
PFMU
139
Privium Fund Management (UK)
United Kingdom
$1.66M
BFM
140
Broadview Financial Management
Wisconsin
$1.63M +$24.9K +293 +2%
KAS
141
Kestra Advisory Services
Texas
$1.61M -$36.6K -431 -2%
Brown Advisory
142
Brown Advisory
Maryland
$1.59M -$1.79M -21,076 -53%
CB
143
Commerce Bank
Missouri
$1.58M -$116K -1,361 -7%
SRC
144
Sage Rhino Capital
California
$1.56M +$49.1K +578 +3%
EAM
145
Evanson Asset Management
California
$1.55M
RK
146
Rather & Kittrell
Tennessee
$1.54M -$37.2K -438 -2%
CI
147
Cordant Inc
Oregon
$1.53M -$9.17K -108 -0.6%
KOMWMG
148
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.52M -$330K -3,886 -18%
GC
149
Garde Capital
Washington
$1.46M +$26.2K +309 +2%
IFO
150
Independent Family Office
New York
$1.46M