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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 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+19
Holders Change %
+12.18%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
71
Reduced
37
Closed
18
Calls
$2.62M
Puts
$2.36M
Net Calls
+$260K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Shares
Change %
LAIC
126
Lederer & Associates Investment Counsel
California
$228K
CWM
127
Cabot Wealth Management
Massachusetts
$224K
BF
128
BOK Financial
Oklahoma
$223K +$223K +2,330 New
WEG
129
World Equity Group
Illinois
$220K +$220K +2,299 New
LWAC
130
Laurel Wealth Advisors (California)
California
$209K +$209K +2,177 New
IA
131
IAM Advisory
Pennsylvania
$204K -$55.4K -576 -21%
MFG
132
MidWestOne Financial Group
Iowa
$204K
OPWM
133
Oxinas Partners Wealth Management
Indiana
$200K +$200K +2,081 New
S
134
SignatureFD
Georgia
$184K +$574 +6 +0.3%
GWSG
135
GPS Wealth Strategies Group
Colorado
$163K
William Blair & Company
136
William Blair & Company
Illinois
$141K +$7.21K +75 +5%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$138K +$21.2K +218 +18%
T
138
TCWP
Ohio
$119K +$119K +1,251 New
GWM
139
Geneos Wealth Management
Colorado
$96K -$6.46K -68 -6%
DWP
140
Destiny Wealth Partners
Florida
$95K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$85K +$95 +1 +0.1%
CCA
142
Catalyst Capital Advisors
New York
$78K +$78K +811 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$69K -$2.32K -24 -3%
EIP
144
Ellis Investment Partners
Pennsylvania
$62K +$95 +1 +0.2%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$58K -$14.3K -150 -20%
C
146
Covestor
United Kingdom
$41K +$24.2K +251 +144%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$40K +$32.8K +343 +457%
HIIFS
148
Harel Insurance Investments & Financial Services
Israel
$38K +$38K +400 New
AWM
149
Angeles Wealth Management
California
$38K +$38K +400 New
MCC
150
Money Concepts Capital
Florida
$37K +$37K +383 New