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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 %
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$366K
AWS
77
Atria Wealth Solutions
New York
$348K +$24K +328 +7%
HighTower Advisors
78
HighTower Advisors
Illinois
$348K +$12.3K +168 +4%
GW
79
GW & Wade
Massachusetts
$332K +$91.8K +1,252 +38%
SIS
80
Sound Income Strategies
Florida
$330K -$19.1K -261 -5%
VA
81
Valmark Advisers
Ohio
$305K -$36.5K -498 -11%
FIM
82
Freedom Investment Management
Connecticut
$293K +$293K +3,995 New
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$281K +$5.64K +77 +2%
AAS
84
Avantax Advisory Services
Texas
$271K -$17.6K -240 -6%
FANJ
85
Financial Architects (New Jersey)
New Jersey
$267K
BCM
86
Boltwood Capital Management
California
$264K
DI
87
Disciplined Investments
Oklahoma
$263K -$249K -3,397 -49%
JC
88
JB Capital
Connecticut
$251K +$806 +11 +0.3%
BCI
89
Brinker Capital Investments
Pennsylvania
$249K -$2.57K -35 -1%
OPS
90
Orion Portfolio Solutions
Nebraska
$249K -$2.57K -35 -1%
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
$237K +$5.2K +71 +2%
RFN
92
RDA Financial Network
Iowa
$235K -$16.1K -220 -6%
MHS
93
M Holdings Securities
Oregon
$232K -$653K -8,911 -74%
BA
94
Bard Associates
Illinois
$231K
BWCS
95
Beirne Wealth Consulting Services
Connecticut
$221K -$258K -3,519 -54%
SRC
96
Shufro Rose & Co
New York
$220K
KAS
97
Kestra Advisory Services
Texas
$217K +$217K +2,964 New
CWM
98
Connecticut Wealth Management
Connecticut
$211K +$1.17K +16 +0.6%
SIM
99
Seaview Investment Managers
Florida
$208K -$51.9K -708 -20%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$205K +$205K +2,795 New