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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 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+22
Holders Change %
+14.38%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
42
Increased
57
Reduced
42
Closed
17
Calls
$462K
Puts
$146K
Net Calls
+$316K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
101
MGO One Seven
Ohio
$338K
VA
102
Valmark Advisers
Ohio
$336K -$2.76K -34 -0.8%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$313K +$77.3K +952 +33%
RW
104
RVW Wealth
California
$310K -$45.8K -565 -13%
SA
105
Sanctuary Advisors
Indiana
$301K +$301K +3,684 New
PG
106
Prostatis Group
Maryland
$301K +$301K +3,712 New
BCM
107
Boltwood Capital Management
California
$292K
ML
108
McAdam LLC
Pennsylvania
$291K +$11.4K +141 +4%
DI
109
Disciplined Investments
Oklahoma
$290K
IP
110
Ignite Planners
California
$290K +$290K +3,573 New
ATI
111
ARK & TLK Investments
Oklahoma
$275K
AI
112
Atria Investments
North Carolina
$275K +$275K +3,397 New
AAS
113
Ameritas Advisory Services
Nebraska
$257K -$2.35K -29 -0.9%
BWCS
114
Beirne Wealth Consulting Services
Connecticut
$255K +$2.03K +25 +0.8%
JIR
115
James Investment Research
Ohio
$249K +$55.8K +689 +29%
RFN
116
RDA Financial Network
Iowa
$249K +$1.46K +18 +0.6%
P
117
&Partners
Tennessee
$248K +$248K +3,053 New
CL
118
Choreo LLC
Illinois
$246K +$243 +3 +0.1%
SRC
119
Shufro Rose & Co
New York
$243K
SIS
120
Sound Income Strategies
Florida
$227K -$30.2K -373 -12%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$222K +$222K +2,740 New
CP
122
Castleview Partners
Texas
$217K +$3.13K +39 +1%
SIM
123
Seaview Investment Managers
Florida
$205K +$205K +2,529 New
PCFFS
124
Pacific Center for Financial Services
California
$199K
LAIC
125
Lederer & Associates Investment Counsel
California
$192K