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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 %
MML Investors Services
151
MML Investors Services
Massachusetts
$887K -$85.9K -1,076 -9%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$879K +$23.5K +294 +3%
CAGAS
153
Capital Advisory Group Advisory Services
Minnesota
$872K +$184K +2,307 +27%
PFC
154
Phocas Financial Corp
California
$867K -$848K
BWA
155
Beam Wealth Advisors
Louisiana
$866K +$9.5K +119 +1%
Bank Julius Baer & Co
156
Bank Julius Baer & Co
Switzerland
$862K +$48.4K +606 +6%
JWCA
157
J.W. Cole Advisors
Florida
$861K +$861K +10,786 New
BFPW
158
BOK Financial Private Wealth
Colorado
$806K -$12.2K -153 -1%
CG
159
Cynosure Group
Utah
$798K
GIA
160
Granite Investment Advisors
New Hampshire
$783K +$16.4K +206 +2%
PFP
161
Pinnacle Financial Partners
Tennessee
$766K -$9.82K -123 -1%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$763K -$270K -3,387 -26%
SCP
163
Stamos Capital Partners
California
$758K +$431K +5,400 +132%
SW
164
SlateStone Wealth
Florida
$748K +$748K +9,363 New
WA
165
WESPAC Advisors
California
$747K -$160K -2,004 -18%
William Blair & Company
166
William Blair & Company
Illinois
$744K +$37.8K +474 +5%
WPW
167
Waldron Private Wealth
Pennsylvania
$735K
AF
168
Advisornet Financial
Minnesota
$688K +$206K +2,589 +43%
FA
169
FMA Advisory
Pennsylvania
$687K -$19.2K -240 -3%
VWM
170
Valley Wealth Managers
New Jersey
$680K
FI
171
FormulaFolio Investments
Michigan
$670K +$171K +2,145 +34%
BAM
172
Baldrige Asset Management
Pennsylvania
$660K +$12.5K +156 +2%
OIA
173
OneDigital Investment Advisors
Kansas
$643K +$322K +4,031 +100%
JGC
174
J. Goldman & Co
New York
$639K +$373K +4,671 +140%
CAM
175
Covenant Asset Management
New Jersey
$638K