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iShares Residential and Multisector Real Estate ETF

137 hedge funds and large institutions have $392M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
0%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
46
Reduced
47
Closed
21
Calls
$346K
Puts
$1.17M
Net Calls
-$828K
Net Calls Change
-$649K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
76
Cozad Asset Management
Illinois
$347K -$130K -1,765 -27%
KAS
77
Kestra Advisory Services
Texas
$319K -$29.9K -407 -9%
MOS
78
MGO One Seven
Ohio
$307K -$72.7K -989 -19%
SIS
79
Sound Income Strategies
Florida
$299K -$16.4K -223 -5%
LA
80
LexAurum Advisors
Kansas
$299K -$161K -2,185 -35%
SPC
81
Sigma Planning Corp
Michigan
$288K -$315K -4,281 -52%
VA
82
Valmark Advisers
Ohio
$273K -$61K -830 -18%
SXL
83
Summit X LLC
Missouri
$272K +$272K +698 New
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$270K -$70.1K -953 -21%
BCM
85
Boltwood Capital Management
California
$265K
DI
86
Disciplined Investments
Oklahoma
$263K
BA
87
Bard Associates
Illinois
$254K +$26.5K +360 +12%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$250K +$1.4K +19 +0.6%
ATI
89
ARK & TLK Investments
Oklahoma
$250K +$250K +3,397 New
DI
90
DAGCO Inc
Ohio
$232K +$232K +3,158 New
DWS
91
Dynamic Wealth Strategies
California
$232K +$232K +3,158 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$232K +$231K +3,138 +22,414%
RFN
93
RDA Financial Network
Iowa
$230K -$3.82K -52 -2%
BWCS
94
Beirne Wealth Consulting Services
Connecticut
$226K +$4.49K +61 +2%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$225K +$225K +3,062 New
AAS
96
Ameritas Advisory Services
Nebraska
$219K +$219K +2,984 New
Creative Planning
97
Creative Planning
Kansas
$210K +$194K +2,636 +1,172%
GCP
98
GSA Capital Partners
United Kingdom
$210K +$210K +2,861 New
PCFFS
99
Pacific Center for Financial Services
California
$180K
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$170K -$102K -1,394 -38%