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iShares Residential and Multisector Real Estate ETF

140 hedge funds and large institutions have $315M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
51
Reduced
41
Closed
15
Calls
$352K
Puts
$602K
Net Calls
-$250K
Net Calls Change
+$178K
Name Holding Trade Value Shares
Change
Shares
Change %
PCIG
26
Partners Capital Investment Group
Massachusetts
$2.17M +$1.09M +14,864 +101%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.08M -$448K -6,106 -18%
AFAS
28
Acorn Financial Advisory Services
Virginia
$1.97M +$275K +3,757 +16%
HPA
29
High Probability Advisors
New York
$1.96M +$3.81K +52 +0.2%
PSF
30
Pacific Sun Financial
California
$1.95M +$1.95M +27,676 New
BFM
31
Boston Financial Management
Massachusetts
$1.88M
TC
32
TAP Consulting
Missouri
$1.8M +$93.9K +1,282 +6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.72M -$574K -7,832 -25%
SFG
34
Sovereign Financial Group
Connecticut
$1.62M +$172K +2,342 +12%
CA
35
Continuum Advisory
Idaho
$1.61M +$24.3K +332 +2%
AWM
36
AE Wealth Management
Kansas
$1.58M -$90.1K -1,230 -5%
AFG
37
Arkansas Financial Group
Arkansas
$1.53M +$3K +41 +0.2%
NA
38
NewEdge Advisors
Louisiana
$1.52M -$122K -1,659 -7%
HHRDM
39
H&H Retirement Design & Management
Nevada
$1.51M -$17.5K -232 -1%
CM
40
Cornerstone Management
Georgia
$1.46M +$23.8K +325 +2%
ML
41
McAdam LLC
Pennsylvania
$1.45M -$472K -6,447 -25%
PGF
42
Plan Group Financial
Oklahoma
$1.37M +$1.37M +18,706 New
CAN
43
Cetera Advisor Networks
California
$1.36M +$192K +2,625 +16%
TCA
44
Taconic Capital Advisors
New York
$1.32M
CG
45
Colony Group
Massachusetts
$1.2M -$3.74K -51 -0.3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.2M +$15.5K +212 +1%
LSAG
47
Lake Street Advisors Group
New Hampshire
$1.08M +$5.64K +77 +0.5%
PA
48
PFG Advisors
Arizona
$1.07M +$35.2K +481 +3%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$1.02M -$2.66M -36,259 -72%
Brown Advisory
50
Brown Advisory
Maryland
$953K