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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 %
DFA
126
DHJJ Financial Advisors
Illinois
$166K +$3.32K +41 +2%
HI
127
Harbour Investments
Wisconsin
$164K +$147K +1,814 +881%
Comerica Bank
128
Comerica Bank
Texas
$136K
CA
129
Crewe Advisors
Utah
$132K
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$97.2K
Fidelity Investments
131
Fidelity Investments
Massachusetts
$90.4K +$66.1K +815 +272%
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$59.6K +$405 +5 +0.7%
MSG
133
Main Street Group
Virginia
$55.7K +$81 +1 +0.1%
MA
134
Montag & Associates
Georgia
$52.8K
CA
135
Clearstead Advisors
Ohio
$48.3K
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$47.8K -$8.43K -104 -15%
BTI
137
Blue Trust Inc
Georgia
$45.5K +$45.5K +561 New
GSWM
138
Golden State Wealth Management
California
$44.6K +$44.6K +550 New
MCM
139
MAI Capital Management
Ohio
$43.3K +$43.3K +535 New
SPIA
140
Steward Partners Investment Advisory
New York
$38.9K
Barclays
141
Barclays
United Kingdom
$32K +$32K +400 New
SWM
142
Spire Wealth Management
Virginia
$28.8K +$10.7K +132 +59%
FC
143
Fairscale Capital
New Hampshire
$27.5K
PS
144
Principal Securities
Iowa
$27.5K +$25.8K +318 +1,514%
GJIA
145
Glass Jacobson Investment Advisors
Maryland
$26.6K -$10.4K -129 -28%
WTC
146
WhitTier Trust Company
Nevada
$23.3K
HCM
147
Hollencrest Capital Management
California
$21.3K
SAM
148
Synergy Asset Management
Washington
$20.9K +$20.9K +235 New
AF
149
Allworth Financial
California
$19.9K -$12K -150 -38%
PWA
150
Physician Wealth Advisors
Utah
$19.1K +$19.1K +236 New