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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 %
Mariner
51
Mariner
Kansas
$888K +$507K +6,919 +133%
CI
52
CX Institutional
Indiana
$854K +$38.7K +528 +5%
AWA
53
Arete Wealth Advisors
Illinois
$780K +$780K +10,642 New
BSW
54
Buckingham Strategic Wealth
Missouri
$730K +$105K +1,431 +17%
KCM
55
Kendall Capital Management
Maryland
$726K -$16.2K -221 -2%
BWG
56
Beta Wealth Group
California
$708K +$86.3K +1,178 +14%
CMP
57
Courage Miller Partners
Virginia
$677K
SPC
58
Sigma Planning Corp
Michigan
$651K -$82.2K -1,122 -11%
GRP
59
Global Retirement Partners
California
$627K +$14K +191 +2%
CA
60
Cetera Advisors
Colorado
$609K -$77.2K -1,053 -11%
NWA
61
Navis Wealth Advisors
New York
$572K +$3K +41 +0.5%
RFC
62
Regions Financial Corp
Alabama
$572K
SWA
63
Strategies Wealth Advisors
Michigan
$553K +$2.93K +40 +0.5%
SFC
64
Strategic Financial Concepts
Texas
$534K +$12.7K +174 +2%
AFA
65
American Financial Advisors
Georgia
$525K +$1.47K +20 +0.3%
RW
66
RVW Wealth
California
$524K -$2.78K -38 -0.5%
MIH
67
Meitav Investment House
Israel
$523K
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$520K
HI
69
HBK Investments
Texas
$507K +$507K +6,921 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$481K -$58.8K -802 -11%
CAM
71
Cozad Asset Management
Illinois
$475K
LA
72
LexAurum Advisors
Kansas
$442K +$3.52K +48 +0.8%
MOS
73
MGO One Seven
Ohio
$378K
CL
74
Choreo LLC
Illinois
$371K -$9.67K -132 -3%
MMH
75
Menora Mivtachim Holdings
Israel
$366K -$147K -2,000 -29%