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iShares Residential and Multisector Real Estate ETF

156 hedge funds and large institutions have $511M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+22
Holders Change %
+16.42%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
57
Reduced
37
Closed
15
Calls
$914K
Puts
$844K
Net Calls
+$70K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
101
IFG Advisors
Missouri
$234K -$11.8K -120 -5%
LAIC
102
Lederer & Associates Investment Counsel
California
$233K
OPS
103
Orion Portfolio Solutions
Nebraska
$233K +$233K +2,373 New
CWM
104
Cabot Wealth Management
Massachusetts
$230K
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$216K +$216K +2,200 New
BA
106
Bard Associates
Illinois
$213K +$213K +2,166 New
MFG
107
MidWestOne Financial Group
Iowa
$209K +$209K +2,125 New
Lido Advisors
108
Lido Advisors
California
$208K +$208K +2,120 New
IFA
109
Index Fund Advisors
California
$203K +$203K +2,071 New
IWM
110
IHT Wealth Management
Illinois
$200K +$200K +2,035 New
S
111
SignatureFD
Georgia
$188K +$1.37K +14 +0.7%
LTI
112
Laffer Tengler Investments
Tennessee
$184K +$21.1K +215 +13%
GWSG
113
GPS Wealth Strategies Group
Colorado
$167K +$86K +875 +106%
William Blair & Company
114
William Blair & Company
Illinois
$137K
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$118K -$384K -3,908 -77%
CG
116
Cutler Group
California
$117K +$107K +1,100 +1,100%
GWM
117
Geneos Wealth Management
Colorado
$105K
DWP
118
Destiny Wealth Partners
Florida
$98K
NFG
119
Next Financial Group
Texas
$87K -$1.07M -10,913 -92%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$87K +$391 +4 +0.5%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$75K +$75K +759 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$72K +$8.89K +91 +14%
EIP
123
Ellis Investment Partners
Pennsylvania
$63K +$291 +3 +0.5%
MIFH
124
Migdal Insurance & Financial Holdings
Israel
$51K +$51K +524 New
RPCONE
125
Retirement Planning Company of New England
Rhode Island
$49K +$49K +501 New