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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 %
MWM
151
Moran Wealth Management
Florida
$1.44M -$6.46M -76,102 -82%
GT
152
Glenview Trust
Kentucky
$1.44M -$73.8K -869 -5%
BWA
153
BlueSky Wealth Advisors
North Carolina
$1.43M -$39.5K -465 -3%
H
154
HoyleCohen
California
$1.4M -$75.7K -892 -5%
BA
155
Ballew Advisors
Mississippi
$1.37M -$28.1K -330 -2%
EW
156
Enzi Wealth
Texas
$1.37M -$1.47M -17,292 -52%
PFS
157
Prospera Financial Services
Texas
$1.35M +$152K +1,796 +13%
IWM
158
Integris Wealth Management
California
$1.34M +$2.8K +33 +0.2%
Lido Advisors
159
Lido Advisors
California
$1.33M +$51.4K +605 +4%
PMG
160
ProVise Management Group
Florida
$1.33M +$1.06M +12,512 +400%
B
161
Bailard
California
$1.32M
TC
162
TAGStone Capital
North Carolina
$1.32M +$5.94K +70 +0.5%
AP
163
Agilis Partners
Massachusetts
$1.31M
FIM
164
Freedom Investment Management
Connecticut
$1.29M +$1.29M +15,148 New
MCM
165
MAI Capital Management
Ohio
$1.26M -$109K -1,279 -8%
SCP
166
Stamos Capital Partners
California
$1.25M
IUHSA
167
Itau Unibanco Holding S.A.
Brazil
$1.23M +$84.9K +1,000 +7%
BWP
168
Balboa Wealth Partners
Arizona
$1.2M +$1.2M +14,148 New
William Blair & Company
169
William Blair & Company
Illinois
$1.19M -$163K -1,920 -12%
ASN
170
Advisory Services Network
Georgia
$1.16M +$528K +6,219 +83%
IAN
171
Integrated Advisors Network
Texas
$1.15M +$208K +2,449 +22%
FTUS
172
Flow Traders U.S.
New York
$1.15M +$1.15M +13,547 New
AWM
173
AE Wealth Management
Kansas
$1.14M +$1.14M +13,421 New
PAG
174
Private Advisory Group
Washington
$1.1M -$1.94M -22,890 -64%
Creative Planning
175
Creative Planning
Kansas
$1.09M -$41K -483 -4%