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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

134 hedge funds and large institutions have $526M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+23
Holders Change %
+20.72%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
58
Reduced
18
Closed
8
Calls
$907K
Puts
$308K
Net Calls
+$599K
Net Calls Change
+$174K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$152M
2
PS
Portfolio Strategies
New York
+$28.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$11.9M
4
Wells Fargo
Wells Fargo
California
+$8.04M
5
Jane Street
Jane Street
New York
+$7.75M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.43M
2
MCM
Mainstay Capital Management
Michigan
-$2.35M
3
ZIM
Zacks Investment Management
Illinois
-$1.75M
4
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
-$770K
5
CAAS
Capital Asset Advisory Services
Michigan
-$730K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$3.05M +$1.23M +14,404 +68%
EWA
27
Evolution Wealth Advisors
Florida
$3.04M +$111K +1,300 +4%
AWM
28
AE Wealth Management
Kansas
$3.01M +$2.21M +25,866 +278%
FTUS
29
Flow Traders U.S.
New York
$2.96M +$2.96M +34,580 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.67M +$255K +2,979 +11%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.67M +$690K +8,063 +35%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.64M +$829K +9,694 +46%
PSF
33
Pacific Sun Financial
California
$2.63M +$2.63M +30,773 New
BFM
34
Boston Financial Management
Massachusetts
$2.2M – – –
HPA
35
High Probability Advisors
New York
$2.12M +$995K +11,627 +89%
APA
36
American Portfolios Advisors
New York
$2.05M -$263K -3,068 -11%
CA
37
Continuum Advisory
Idaho
$1.63M +$72.5K +848 +5%
TCA
38
Taconic Capital Advisors
New York
$1.54M -$599K -7,000 -28%
CAG
39
Csenge Advisory Group
Florida
$1.54M +$1.54M +17,796 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$70.2K +820 +5%
LA
41
LexAurum Advisors
Kansas
$1.29M +$1.29M +15,028 New
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$1.21M – – –
CAM
43
Cozad Asset Management
Illinois
$1.16M +$595K +6,957 +105%
SPC
44
Sigma Planning Corp
Michigan
$1.13M -$24.2K -283 -2%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$1.02M +11,957 +2,445%
DC
46
Derby & Company
Massachusetts
$1.04M +$38.3K +448 +4%
SIS
47
Sound Income Strategies
Florida
$1.02M +$559K +6,529 +120%
NFG
48
Next Financial Group
Texas
$1.01M +$1.03K +12 +0.1%
RW
49
RVW Wealth
California
$1M +$151K +930 +18%
CAN
50
Cetera Advisor Networks
California
$992K +$34.8K +407 +4%
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