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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 %
NEGWA
101
New England Guild Wealth Advisors
Connecticut
$223K +$1.2K +15 +0.5%
MCM
102
Murphy Capital Management
New Jersey
$216K
JC
103
JB Capital
Connecticut
$213K +$213K +2,669 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$211K -$5.92K -74 -3%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$209K +$11.2K +140 +6%
LWAC
106
Laurel Wealth Advisors (California)
California
$209K +$35K +438 +20%
CCM
107
Consolidated Capital Management
California
$205K +$6.55K +82 +3%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$176K -$674K -8,459 -79%
S
109
SignatureFD
Georgia
$155K +$801 +10 +0.5%
ACA
110
Atlas Capital Advisors
Wyoming
$140K +$140K +1,750 New
GWSG
111
GPS Wealth Strategies Group
Colorado
$136K
William Blair & Company
112
William Blair & Company
Illinois
$111K -$5.98K -75 -5%
GWM
113
Geneos Wealth Management
Colorado
$107K +$24.9K +307 +30%
HI
114
Harbour Investments
Wisconsin
$106K +$106K +1,327 New
DWP
115
Destiny Wealth Partners
Florida
$80K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$71K +$159 +2 +0.2%
SWM
117
SeaCrest Wealth Management
New York
$69K +$69K +863 New
EIP
118
Ellis Investment Partners
Pennsylvania
$52K +$159 +2 +0.3%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$49K
Fidelity Investments
120
Fidelity Investments
Massachusetts
$47K -$9.23K -117 -16%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$33K
AssetMark Inc
122
AssetMark Inc
California
$32K -$73.3M -904,390 -100%
CCM
123
Covington Capital Management
California
$32K +$31.1K +390 +3,545%
IF
124
Integrity Financial
Wyoming
$29K -$553 -7 -2%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$27K +$19.1K +243 +243%