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iShares Residential and Multisector Real Estate ETF

137 hedge funds and large institutions have $392M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
0%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
46
Reduced
47
Closed
21
Calls
$346K
Puts
$1.17M
Net Calls
-$828K
Net Calls Change
-$649K
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
101
DHJJ Financial Advisors
Illinois
$147K -$8.68K -118 -6%
NA
102
NewEdge Advisors
Louisiana
$134K -$238K -3,239 -64%
EWA
103
EP Wealth Advisors
California
$110K +$110K +1,490 New
William Blair & Company
104
William Blair & Company
Illinois
$102K
TRCT
105
Tower Research Capital (TRC)
New York
$99.2K -$49K -666 -33%
ASN
106
Advisory Services Network
Georgia
$62.5K +$62.5K +850 New
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$55K +$223 +3 +0.4%
MSG
108
Main Street Group
Virginia
$46.7K +$46.7K +635 New
SPIA
109
Steward Partners Investment Advisory
New York
$35.3K -$30.9K -420 -47%
AF
110
Allworth Financial
California
$29.2K +$29.2K +397 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$23.8K +$3.31K +45 +16%
GJIA
112
Glass Jacobson Investment Advisors
Maryland
$22.6K +$441 +6 +2%
WTC
113
WhitTier Trust Company
Nevada
$21.1K
GWM
114
Geneos Wealth Management
Colorado
$20.8K +$4.26K +58 +26%
HCM
115
Hollencrest Capital Management
California
$19.3K
HI
116
Harbour Investments
Wisconsin
$17.1K -$27.5K -374 -62%
NFA
117
Northwest Financial Advisors
Virginia
$11.9K +$11.9K +162 New
AssetMark Inc
118
AssetMark Inc
California
$11.1K -$150K -2,039 -93%
SWM
119
Spire Wealth Management
Virginia
$10.5K
GIA
120
GHP Investment Advisors
Colorado
$9.26K +$9.26K +126 New
PS
121
Principal Securities
Iowa
$8.53K +$8.53K +116 New
TSWM
122
Tyler-Stone Wealth Management
Ohio
$8.31K -$8.6K -117 -51%
CIA
123
Cape Investment Advisory
Georgia
$8.08K -$142K -1,935 -95%
AWM
124
Avior Wealth Management
Nebraska
$7.82K +$148 +2 +2%
SS
125
Sunbelt Securities
Texas
$7.35K