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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

86 hedge funds and large institutions have $146M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
36
Reduced
23
Closed
13
Calls
–
Puts
$390K
Net Calls
-$390K
Net Calls Change
-$401K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.9M
2
CAAS
Capital Asset Advisory Services
Michigan
$8.26M
3
Bank of America
Bank of America
North Carolina
$14.1M
4
UBS Group
UBS Group
Switzerland
$10.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.8M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.19M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$243K
3
BRWA
B. Riley Wealth Advisors
Florida
$2.1M
4
LPL Financial
LPL Financial
California
$3.13M
5
TRCT
Tower Research Capital (TRC)
New York
$660K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$1.02M +$716K +11,774 +239%
CA
27
Continuum Advisory
Idaho
$825K +$14.8K +236 +2%
NFG
28
Next Financial Group
Texas
$678K +$50.3K +825 +8%
TRCT
29
Tower Research Capital (TRC)
New York
$660K -$597K -9,794 -47%
Goldman Sachs
30
Goldman Sachs
New York
$591K +$129K +2,118 +28%
DC
31
Derby & Company
Massachusetts
$588K -$10.9K -178 -2%
CAN
32
Cetera Advisor Networks
California
$562K +$214K +3,514 +62%
AFA
33
American Financial Advisors
Georgia
$524K +$1.89K +31 +0.4%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$504K +$12.3K +202 +3%
CA
35
Cetera Advisors
Colorado
$498K +$14K +230 +3%
RFC
36
Regions Financial Corp
Alabama
$476K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$474K +$135K +2,213 +40%
DI
38
Disciplined Investments
Oklahoma
$421K – – –
FPGK
39
Financial Partners Group (Kansas)
Kansas
$409K +$20.5K +336 +5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$408K +$73.7K +1,208 +22%
RFN
41
RDA Financial Network
Iowa
$406K +$23.5K +385 +6%
CAM
42
Cozad Asset Management
Illinois
$403K +$67.4K +1,105 +20%
AWM
43
AE Wealth Management
Kansas
$402K -$121K -1,981 -23%
SS
44
Simplicity Solutions
Minnesota
$393K -$12.1K -198 -3%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$353K +$18.2K +300 +5%
LNC
46
Lincoln National Corp
Pennsylvania
$341K -$185K -3,030 -35%
PCFFS
47
Pacific Center for Financial Services
California
$312K +$1.28K +21 +0.4%
KCM
48
Kendall Capital Management
Maryland
$290K +$67.7K +1,109 +30%
SFS
49
Sowell Financial Services
Arkansas
$276K -$25.9K -425 -9%
BWA
50
Beam Wealth Advisors
Louisiana
$275K +$7.68K +126 +3%
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