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iShares US Real Estate ETF

479 hedge funds and large institutions have $2.89B invested in iShares US Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
-14
Holders Change %
-2.84%
% of All Funds
7.55%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
46
Increased
125
Reduced
189
Closed
56
Calls
$400M
Puts
$709M
Net Calls
-$309M
Net Calls Change
+$304M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
201
Dimension Capital Management
Florida
$628K
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$627K -$35.1K -406 -5%
RIA
203
Regal Investment Advisors
Michigan
$624K +$865 +10 +0.1%
LNC
204
Lincoln National Corp
Pennsylvania
$622K +$23.4K +270 +4%
HWA
205
HCR Wealth Advisors
California
$622K -$104K -1,199 -14%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$614K -$268K -3,101 -30%
DC
207
Davenport & Co
Virginia
$595K -$204K -2,360 -26%
MWM
208
Moran Wealth Management
Florida
$588K -$878K -10,140 -60%
GW
209
GW & Wade
Massachusetts
$572K -$8.74K -101 -2%
GAM
210
Gould Asset Management
California
$572K
MMA
211
Miracle Mile Advisors
California
$570K -$411K -4,749 -42%
SHFP
212
Second Half Financial Partners
Florida
$569K -$952 -11 -0.2%
HCP
213
Hexagon Capital Partners
Arkansas
$562K -$37.5K -433 -6%
TWM
214
Tanglewood Wealth Management
Texas
$556K -$234K -2,699 -30%
AF
215
Allworth Financial
California
$551K -$15.3M -177,106 -97%
HFA
216
High Falls Advisors
New York
$550K -$96.1K -1,110 -15%
WPW
217
Waldron Private Wealth
Pennsylvania
$541K -$4.33K -50 -0.8%
SC
218
Sierra Capital
Florida
$536K +$1.3K +15 +0.2%
SIM
219
SSI Investment Management
California
$535K -$107K -1,233 -17%
FFC
220
First Financial Corp
Indiana
$532K +$37K +427 +7%
Deutsche Bank
221
Deutsche Bank
Germany
$532K
MGIA
222
Moneta Group Investment Advisors
Missouri
$531K +$2.16K +25 +0.4%
SC
223
Sepio Capital
Utah
$519K
CCM
224
Crabel Capital Management
California
$503K +$40.5K +468 +9%
AllianceBernstein
225
AllianceBernstein
Tennessee
$497K -$137K -1,579 -22%