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iShares US Real Estate ETF

456 hedge funds and large institutions have $3.06B invested in iShares US Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 112 increasing their positions, 161 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-23
Holders Change %
-4.8%
% of All Funds
7.27%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
48
Increased
112
Reduced
161
Closed
65
Calls
$598M
Puts
$594M
Net Calls
+$3.51M
Net Calls Change
+$312M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
201
Integrated Wealth Concepts
Massachusetts
$560K -$1.49M -19,055 -73%
CA
202
Cetera Advisors
Colorado
$559K -$239K -3,063 -30%
SPC
203
Sigma Planning Corp
Michigan
$555K -$210K -2,685 -27%
UW
204
Unique Wealth
Florida
$555K +$141K +1,798 +34%
LNC
205
Lincoln National Corp
Pennsylvania
$554K -$7.58K -97 -1%
MA
206
Mutual Advisors
Nebraska
$552K +$552K +7,063 New
RIA
207
Regal Investment Advisors
Michigan
$551K -$12.1K -155 -2%
BSW
208
Buckingham Strategic Wealth
Missouri
$550K -$29.7K -380 -5%
PWP
209
Principle Wealth Partners
Connecticut
$547K +$547K +7,000 New
OC
210
Oppenheimer & Co
New York
$544K -$133K -1,705 -20%
CWA
211
Clearview Wealth Advisors
Oregon
$543K +$541K +6,929 +43,306%
AllianceBernstein
212
AllianceBernstein
Tennessee
$538K +$89.4K +1,144 +20%
DC
213
Davenport & Co
Virginia
$526K -$10.8K -138 -2%
DCM
214
Dimension Capital Management
Florida
$518K -$48.4K -620 -9%
GAM
215
Gould Asset Management
California
$516K
GW
216
GW & Wade
Massachusetts
$514K -$2.34K -30 -0.5%
SHFP
217
Second Half Financial Partners
Florida
$509K -$4.61K -59 -0.9%
FFC
218
First Financial Corp
Indiana
$506K +$25.3K +324 +5%
WPW
219
Waldron Private Wealth
Pennsylvania
$494K
SC
220
Sierra Capital
Florida
$484K
MGIA
221
Moneta Group Investment Advisors
Missouri
$484K +$4.77K +61 +1%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$483K -$82.9K -1,061 -15%
Deutsche Bank
223
Deutsche Bank
Germany
$481K
SIM
224
SSI Investment Management
California
$477K -$5.47K -70 -1%
SC
225
Sepio Capital
Utah
$469K