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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 %
IA
76
IFP Advisors
Florida
$485K
NL
77
NWAM LLC
Washington
$481K -$7.32K -91 -1%
OMC
78
Old Mission Capital
Illinois
$440K +$440K +5,498 New
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$400K
LA
80
LexAurum Advisors
Kansas
$386K +$149K +1,862 +63%
PCFFS
81
Pacific Center for Financial Services
California
$380K +$18.7K +234 +5%
TRCT
82
Tower Research Capital (TRC)
New York
$365K +$355K +4,450 +3,648%
CPWA
83
Cerro Pacific Wealth Advisors
California
$344K +$344K +4,297 New
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$343K +$29.8K +372 +10%
VA
85
Valmark Advisers
Ohio
$333K +$1.44K +18 +0.4%
RFN
86
RDA Financial Network
Iowa
$308K -$25.7K -321 -8%
KAS
87
Kestra Advisory Services
Texas
$288K -$130K -1,626 -31%
BCM
88
Boltwood Capital Management
California
$288K
PFS
89
Prospera Financial Services
Texas
$286K -$16.5K -206 -5%
TI
90
Truepoint Inc
Ohio
$273K +$273K +3,417 New
FI
91
Financial Insights
Washington
$266K
Tudor Investment Corp
92
Tudor Investment Corp
Connecticut
$253K +$253K +3,160 New
BA
93
Bard Associates
Illinois
$251K +$47.9K +600 +24%
Creative Planning
94
Creative Planning
Kansas
$249K +$21.2K +265 +9%
SFM
95
Signet Financial Management
New Jersey
$247K -$110K -1,379 -31%
SRC
96
Shufro Rose & Co
New York
$240K
CI
97
CX Institutional
Indiana
$236K +$236K +2,948 New
AAS
98
Avantax Advisory Services
Texas
$231K -$31K -388 -12%
IWM
99
IHT Wealth Management
Illinois
$229K +$33.3K +417 +17%
OPS
100
Orion Portfolio Solutions
Nebraska
$226K +$13.5K +169 +6%