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iShares Residential and Multisector Real Estate ETF

140 hedge funds and large institutions have $315M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
51
Reduced
41
Closed
15
Calls
$352K
Puts
$602K
Net Calls
-$250K
Net Calls Change
+$178K
Name Holding Trade Value Shares
Change
Shares
Change %
PCFFS
101
Pacific Center for Financial Services
California
$180K
CIA
102
Cape Investment Advisory
Georgia
$150K +$147 +2 +0.1%
ACA
103
Aptus Capital Advisors
Alabama
$135K -$33.6K -459 -20%
William Blair & Company
104
William Blair & Company
Illinois
$131K +$29.3K +400 +29%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$88.5K -$357K -4,842 -80%
SPIA
106
Steward Partners Investment Advisory
New York
$65.9K +$147 +2 +0.2%
GWSG
107
GPS Wealth Strategies Group
Colorado
$52.2K -$68.3K -932 -57%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$51.6K +$1.47K +20 +3%
HI
109
Harbour Investments
Wisconsin
$49.2K -$12.1K -165 -20%
LFA
110
LGT Financial Advisors
Texas
$39.9K +$39.9K +544 New
HNB
111
Huntington National Bank
Ohio
$25.4K
GJIA
112
Glass Jacobson Investment Advisors
Maryland
$22.1K +$22.1K +302 New
WTC
113
WhitTier Trust Company
Nevada
$21K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$19.4K +$17.7K +241 +1,004%
HCM
115
Hollencrest Capital Management
California
$19.3K
TSWM
116
Tyler-Stone Wealth Management
Ohio
$17K +$17K +230 New
KTC
117
Kistler-Tiffany Companies
Pennsylvania
$16.5K
GWM
118
Geneos Wealth Management
Colorado
$16.5K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$14.3K +$8.79K +120 +160%
HS
120
Horan Securities
United States
$14.2K +$73 +1 +0.5%
AssetMark Inc
121
AssetMark Inc
California
$13.4K -$3.66K -50 -21%
RIA
122
Realta Investment Advisors
Delaware
$12.5K +$12.5K +170 New
RPCA
123
Running Point Capital Advisors
California
$11K
SWM
124
Spire Wealth Management
Virginia
$10.8K
AA
125
Ancora Advisors
Ohio
$8.83K