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iShares Residential and Multisector Real Estate ETF

138 hedge funds and large institutions have $345M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-10
Holders Change %
-6.76%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
43
Reduced
51
Closed
21
Calls
$1.29M
Puts
$2.03M
Net Calls
-$740K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
101
Orion Portfolio Solutions
Nebraska
$207K +$3.8K +53 +2%
AAS
102
Avantax Advisory Services
Texas
$202K -$5.6K -78 -3%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$152K -$822K -11,480 -84%
S
104
SignatureFD
Georgia
$140K +$1.58K +22 +1%
GWSG
105
GPS Wealth Strategies Group
Colorado
$122K
HI
106
Harbour Investments
Wisconsin
$106K
William Blair & Company
107
William Blair & Company
Illinois
$100K
DWP
108
Destiny Wealth Partners
Florida
$71K
EIP
109
Ellis Investment Partners
Pennsylvania
$47K +$286 +4 +0.6%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$41K -$3.12K -43 -7%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$36K -$7.17K -99 -17%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$30K
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$28K -$127K -1,810 -82%
AssetMark Inc
114
AssetMark Inc
California
$23K -$4.95K -70 -18%
WTC
115
WhitTier Trust Company
Nevada
$21K
SWM
116
Spire Wealth Management
Virginia
$19K -$857 -12 -4%
TSWM
117
Tyler-Stone Wealth Management
Ohio
$17K
GWM
118
Geneos Wealth Management
Colorado
$16K -$77.7K -1,093 -83%
KTC
119
Kistler-Tiffany Companies
Pennsylvania
$16K
IF
120
Integrity Financial
Wyoming
$14K -$12.6K -174 -47%
HS
121
Horan Securities
United States
$14K +$148 +2 +1%
HWMA
122
Heritage Wealth Management (Arizona)
Arizona
$12K
RIA
123
Realta Investment Advisors
Delaware
$12K +$12K +170 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$11K -$13K -186 -54%
RPCA
125
Running Point Capital Advisors
California
$10K