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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 %
BFG
176
Barber Financial Group
Kansas
$1.09M -$4.42K -52 -0.4%
HNB
177
Huntington National Bank
Ohio
$1.05M -$1.06M
SIAM
178
Sterling Investment Advisors (Missouri)
Missouri
$1.02M +$170 +2 +0%
ULWM
179
Upper Left Wealth Management
Florida
$1.02M -$70.2K -827 -6%
SPC
180
Sigma Planning Corp
Michigan
$995K -$251K -2,957 -20%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$984K -$6.03K -71 -0.6%
PFP
182
Pinnacle Financial Partners
Tennessee
$975K -$77.9K -918 -7%
PFC
183
Phocas Financial Corp
California
$972K -$54.3K -640 -5%
SOS
184
Silver Oak Securities
Tennessee
$971K +$15.5K +182 +2%
1832 Asset Management
185
1832 Asset Management
Ontario, Canada
$968K -$6.83M -80,485 -88%
CAM
186
Cresset Asset Management
Illinois
$968K -$520K -6,122 -35%
SWA
187
Stratos Wealth Advisors
Ohio
$967K +$36.8K +433 +4%
MMA
188
Miracle Mile Advisors
California
$962K -$132K -1,559 -12%
HWM
189
HB Wealth Management
Georgia
$931K -$121K -1,422 -11%
AIM
190
Alhambra Investment Management
Florida
$901K -$1.94M -22,904 -68%
CG
191
Cutler Group
California
$898K -$277K -3,268 -24%
JWCA
192
J.W. Cole Advisors
Florida
$889K +$356K +4,196 +67%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$866K +$206K +2,429 +31%
PAWA
194
Palo Alto Wealth Advisors
California
$853K -$107K -1,258 -11%
LIA
195
LBMC Investment Advisors
Tennessee
$842K
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$823K +$39.1K +461 +5%
NL
197
NWAM LLC
Washington
$811K -$361K -4,249 -31%
JE
198
JMAC Enterprises
Pennsylvania
$797K -$127K -1,493 -14%
LWM
199
Laidlaw Wealth Management
New York
$795K -$26.7K -314 -3%
NFG
200
Nations Financial Group
Iowa
$788K +$94.9K +1,118 +14%