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iShares Residential and Multisector Real Estate ETF

148 hedge funds and large institutions have $466M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-27
Holders Change %
-15.43%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
21
Increased
55
Reduced
43
Closed
47
Calls
$728K
Puts
$2.07M
Net Calls
-$1.34M
Net Calls Change
-$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
51
Sovereign Financial Group
Connecticut
$1.08M +$142K +1,770 +15%
CG
52
Colony Group
Massachusetts
$1.07M +$70.4K +880 +7%
BAM
53
BTS Asset Management
Massachusetts
$888K +$271K +3,378 +44%
SIM
54
Seaview Investment Managers
Florida
$872K +$19.1K +238 +2%
CMP
55
Courage Miller Partners
Virginia
$870K -$880 -11 -0.1%
OAM
56
Oak Asset Management
California
$870K +$870K +10,873 New
CA
57
Cetera Advisors
Colorado
$804K +$67.7K +846 +9%
BSW
58
Buckingham Strategic Wealth
Missouri
$784K
KCM
59
Kendall Capital Management
Maryland
$749K -$365K -4,566 -33%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$735K -$157K -1,960 -18%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$648K -$240K -3,000 -27%
RFC
62
Regions Financial Corp
Alabama
$624K
RW
63
RVW Wealth
California
$622K +$23K +287 +4%
SPC
64
Sigma Planning Corp
Michigan
$614K -$228K -2,857 -27%
NWA
65
Navis Wealth Advisors
New York
$604K +$3.2K +40 +0.5%
AFA
66
American Financial Advisors
Georgia
$577K -$12.4K -155 -2%
Truist Financial
67
Truist Financial
North Carolina
$574K -$1.16M -14,519 -67%
MIH
68
Meitav Investment House
Israel
$571K
DI
69
Disciplined Investments
Oklahoma
$558K
CAM
70
Cozad Asset Management
Illinois
$549K
AWA
71
Arete Wealth Advisors
Illinois
$547K +$66.6K +829 +14%
GRP
72
Global Retirement Partners
California
$543K +$4.88K +61 +0.9%
SIS
73
Sound Income Strategies
Florida
$529K -$46.6K -582 -8%
BWCS
74
Beirne Wealth Consulting Services
Connecticut
$508K -$503K -6,286 -50%
HighTower Advisors
75
HighTower Advisors
Illinois
$488K +$34.1K +426 +8%