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iShares Residential and Multisector Real Estate ETF

148 hedge funds and large institutions have $466M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-27
Holders Change %
-15.43%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
21
Increased
55
Reduced
43
Closed
47
Calls
$728K
Puts
$2.07M
Net Calls
-$1.34M
Net Calls Change
-$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
126
Founders Financial Alliance
North Carolina
$25K +$23.8K +300 +2,000%
WTC
127
WhitTier Trust Company
Nevada
$23K +$23K +287 New
SWM
128
Spire Wealth Management
Virginia
$22K
TSWM
129
Tyler-Stone Wealth Management
Ohio
$18K
KTC
130
Kistler-Tiffany Companies
Pennsylvania
$18K +$18K +225 New
HS
131
Horan Securities
United States
$15K +$80 +1 +0.5%
COCM
132
Charter Oak Capital Management
New Hampshire
$14K
HWMA
133
Heritage Wealth Management (Arizona)
Arizona
$13.6K
RPCA
134
Running Point Capital Advisors
California
$12K
CFN
135
Cordasco Financial Network
Florida
$9K
AA
136
Ancora Advisors
Ohio
$9K +$77 +1 +0.9%
AWM
137
Avior Wealth Management
Nebraska
$8K
HNB
138
Huntington National Bank
Ohio
$8K
TC
139
Truvestments Capital
Florida
$5K +$5K +58 New
HI
140
Hudock Inc
Pennsylvania
$4K +$4K +57 New
GWMIA
141
Global Wealth Management Investment Advisory
Florida
$3K
AWM
142
Atticus Wealth Management
Florida
$2K
PA
143
PSI Advisors
Florida
$2K
BA
144
Bellwether Advisors
Nebraska
$2K
IRC
145
Investors Research Corp
Georgia
$2K +$552 +8 +38%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +20 New
ACM
147
Antonetti Capital Management
Florida
$1K -$177K -3,013 -99%
PAIM
148
Punch & Associates Investment Management
Minnesota
$1K +$1K +10 New
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$116
BIM
150
Bullseye Investment Management
Ohio
-$6.06M -63,185 Closed