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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 %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$17.4K +$12.2K +153 +232%
WWA
152
Wingate Wealth Advisors
Massachusetts
$16.5K +$16.5K +203 New
US Bancorp
153
US Bancorp
Minnesota
$10.3K +$5.83K +72 +131%
CIA
154
Cape Investment Advisory
Georgia
$9.11K +$81 +1 +0.9%
AG
155
AmeriFlex Group
Nevada
$9.03K +$9.03K +110 New
AWM
156
Avior Wealth Management
Nebraska
$8.82K
GWM
157
Geneos Wealth Management
Colorado
$8.1K
SS
158
Sunbelt Securities
Texas
$8.01K
ME
159
McIlrath & Eck
Washington
$6.77K +$81 +1 +1%
IRC
160
Investors Research Corp
Georgia
$4.54K +$243 +3 +6%
NA
161
NewEdge Advisors
Louisiana
$3.24K
T
162
Transce3nd
Texas
$2.67K +$2.67K +33 New
BA
163
Bellwether Advisors
Nebraska
$2.51K +$2.51K +31 New
CPBTD
164
Central Pacific Bank - Trust Division
Hawaii
$2.35K
DP
165
Denver PWM
Colorado
$2.19K +$2.19K +27 New
LWMI
166
Legacy Wealth Management (Idaho)
Idaho
$1.75K
LIS
167
Legacy Investment Solutions
Idaho
$1.75K
CT
168
Colonial Trust
South Carolina
$1.43K
FFA
169
Farther Finance Advisors
California
$1.42K +$1.42K +18 New
S
170
SignatureFD
Georgia
$1.22K
FFA
171
Founders Financial Alliance
North Carolina
$1.22K
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$1K
CSC
173
Caldwell Sutter Capital
California
$891
LI
174
LRI Investments
Florida
$567
CJH
175
Christopher J. Hasenberg
Wisconsin
-$12.5M -146,620 Closed