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iShares US Real Estate ETF

511 hedge funds and large institutions have $3.89B invested in iShares US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 163 increasing their positions, 140 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+15
Holders Change %
+3.02%
% of All Funds
8.24%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
86
Increased
163
Reduced
140
Closed
59
Calls
$563M
Puts
$738M
Net Calls
-$175M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
201
Jefferies Financial Group
New York
$930K +$930K +11,051 New
SWA
202
Stratos Wealth Advisors
Ohio
$923K +$257K +3,048 +39%
JE
203
JMAC Enterprises
Pennsylvania
$916K -$30.9K -367 -3%
FCC
204
Florin Court Capital
United Kingdom
$867K +$867K +10,300 New
Adage Capital Partners
205
Adage Capital Partners
Massachusetts
$842K +$842K +10,000 New
LIA
206
LBMC Investment Advisors
Tennessee
$834K +$581K +6,902 +229%
Financial Engines Advisors
207
Financial Engines Advisors
California
$824K +$508K +6,031 +161%
LWM
208
Laidlaw Wealth Management
New York
$815K +$73.2K +869 +10%
HWA
209
HCR Wealth Advisors
California
$803K -$51K -606 -6%
HAS
210
HBW Advisory Services
California
$801K
CTFG
211
Capstone Triton Financial Group
Oklahoma
$801K +$801K +9,510 New
UCFA
212
United Capital Financial Advisors
Texas
$799K -$34.5K -410 -4%
ERSOT
213
Employees Retirement System of Texas
Texas
$790K -$7.45M -88,500 -90%
SIM
214
SSI Investment Management
California
$788K -$589 -7 -0.1%
DC
215
Davenport & Co
Virginia
$786K +$126K +1,493 +19%
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$777K -$22.6K -268 -3%
CW
217
Connectus Wealth
Ohio
$763K +$763K +9,035 New
WA
218
Wealth Alliance
New York
$760K +$23.6K +280 +3%
UL
219
Unionview LLC
Washington
$724K +$21.5K +255 +3%
SW
220
SlateStone Wealth
Florida
$715K -$188K -2,229 -21%
OC
221
Oppenheimer & Co
New York
$712K -$18.2K -216 -2%
HT
222
Headlands Technologies
Illinois
$706K +$706K +8,381 New
WP
223
Westmount Partners
California
$704K +$704K +8,359 New
TWM
224
Tanglewood Wealth Management
Texas
$702K +$109K +1,295 +18%
NFG
225
Nations Financial Group
Iowa
$687K +$687K +8,160 New