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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 %
DC
201
Davenport & Co
Virginia
$784K -$8.58K -101 -1%
TWM
202
Tanglewood Wealth Management
Texas
$775K +$66.8K +787 +9%
AWS
203
Atria Wealth Solutions
New York
$750K +$217K +2,556 +41%
UCFA
204
United Capital Financial Advisors
Texas
$742K -$63.7K -750 -8%
UL
205
Unionview LLC
Washington
$732K +$1.44K +17 +0.2%
OC
206
Oppenheimer & Co
New York
$729K +$10.7K +126 +1%
HWA
207
HCR Wealth Advisors
California
$712K -$98K -1,154 -12%
WP
208
Westmount Partners
California
$701K -$8.58K -101 -1%
CTFG
209
Capstone Triton Financial Group
Oklahoma
$694K -$114K -1,339 -14%
FA
210
Flagstar Advisors
New York
$675K +$23.7K +279 +4%
SFS
211
Sowell Financial Services
Arkansas
$669K +$669K +7,882 New
NW
212
Naviter Wealth
Arkansas
$666K -$6.96M -81,941 -91%
BAM
213
Baldrige Asset Management
Pennsylvania
$661K +$5.94K +70 +0.9%
GRP
214
Global Retirement Partners
California
$651K +$400K +4,811 +159%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$650K +$27.3K +321 +4%
MA
216
Mutual Advisors
Nebraska
$648K +$648K +7,632 New
CAM
217
Covenant Asset Management
New Jersey
$642K -$19.1K -225 -3%
HFA
218
High Falls Advisors
New York
$634K -$41.3K -487 -6%
SIM
219
SSI Investment Management
California
$629K -$166K -1,952 -21%
M&T Bank
220
M&T Bank
New York
$625K
AllianceBernstein
221
AllianceBernstein
Tennessee
$622K +$16.6K +195 +3%
BSW
222
Buckingham Strategic Wealth
Missouri
$621K
DCM
223
Dimension Capital Management
Florida
$616K
RIA
224
Regal Investment Advisors
Michigan
$611K -$27.9K -329 -4%
CMP
225
Courage Miller Partners
Virginia
$609K +$21.9K +258 +4%