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iShares Residential and Multisector Real Estate ETF

175 hedge funds and large institutions have $616M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+19
Holders Change %
+12.18%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
71
Reduced
37
Closed
18
Calls
$2.62M
Puts
$2.36M
Net Calls
+$260K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$375K +$66.7K +696 +22%
PFS
102
Prospera Financial Services
Texas
$362K +$68.4K +714 +23%
FANJ
103
Financial Architects (New Jersey)
New Jersey
$350K
BCM
104
Boltwood Capital Management
California
$345K
W
105
WealthOne
New York
$334K +$334K +3,482 New
CP
106
Camelot Portfolios
Ohio
$325K -$33.1K -345 -9%
FI
107
Financial Insights
Washington
$319K -$43.5K -454 -12%
AAS
108
Avantax Advisory Services
Texas
$316K -$21K -218 -6%
EFS
109
Essex Financial Services
Connecticut
$308K +$308K +3,210 New
ACM
110
Antonetti Capital Management
Florida
$291K -$12K -125 -4%
ARC
111
Advisor Resource Council
Texas
$290K +$290K +3,027 New
SRC
112
Shufro Rose & Co
New York
$288K
LA
113
LexAurum Advisors
Kansas
$284K +$45K +469 +19%
SWP
114
Stratos Wealth Partners
Ohio
$276K +$276K +2,881 New
Creative Planning
115
Creative Planning
Kansas
$274K +$31.6K +329 +13%
LFAS
116
Level Four Advisory Services
Texas
$271K +$271K +2,826 New
NEGWA
117
New England Guild Wealth Advisors
Connecticut
$266K +$767 +8 +0.3%
IWC
118
Integrated Wealth Concepts
Massachusetts
$260K
MCM
119
Murphy Capital Management
New Jersey
$259K -$95.7K -1,000 -27%
OPS
120
Orion Portfolio Solutions
Nebraska
$255K +$27.7K +289 +12%
BA
121
Bard Associates
Illinois
$244K +$36K +375 +17%
CCM
122
Consolidated Capital Management
California
$238K -$45.9K -479 -16%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$236K +$5.17K +54 +2%
IWM
124
IHT Wealth Management
Illinois
$235K +$39.9K +416 +20%
IA
125
IFG Advisors
Missouri
$230K +$673 +7 +0.3%