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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

138 hedge funds and large institutions have $345M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-10
Holders Change %
-6.76%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
43
Reduced
51
Closed
21
Calls
$1.29M
Puts
$2.03M
Net Calls
-$740K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$33.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$7.73M
3
CAAS
3
Capital Asset Advisory Services
Michigan
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341K
2
UBS Group
2
UBS Group
Switzerland
$3.52M
3
CAN
3
Cetera Advisor Networks
California
$1.12M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.93M
5
Ameriprise
5
Ameriprise
Minnesota
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
26
L.J. Altfest & Co
New York
$2.68M +$2.68M +37,349 New
Brown Advisory
27
Brown Advisory
Maryland
$2.58M -$46.2K -644 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.54M -$1.28M -17,816 -34%
BlackRock
29
BlackRock
New York
$2.32M – – –
CWM
30
Castle Wealth Management
Florida
$2.2M +$82.3K +1,146 +4%
Stifel Financial
31
Stifel Financial
Missouri
$2.19M +$73.4K +1,022 +3%
PSF
32
Pacific Sun Financial
California
$2.15M -$64.6K -900 -3%
IFA
33
Interactive Financial Advisors
Illinois
$2.01M -$1.27M -17,619 -39%
AC
34
Avestar Capital
New York
$2M +$509K +7,094 +34%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.93M -$2.85M -39,659 -60%
SPIA
36
Steward Partners Investment Advisory
New York
$1.88M +$43.5K +606 +2%
BFM
37
Boston Financial Management
Massachusetts
$1.85M – – –
Citadel Advisors
38
Citadel Advisors
Florida
$1.84M +$1.84M +25,621 New
HPA
39
High Probability Advisors
New York
$1.8M -$233K -3,239 -11%
ES
40
Eagle Strategies
New York
$1.63M -$825K -11,492 -34%
TC
41
TAP Consulting
Missouri
$1.45M +$1.45M +20,149 New
AFAS
42
Acorn Financial Advisory Services
Virginia
$1.43M +$333K +4,647 +31%
CM
43
Cornerstone Management
Georgia
$1.41M +$332K +4,620 +31%
CA
44
Continuum Advisory
Idaho
$1.37M +$62.5K +870 +5%
TRCT
45
Tower Research Capital (TRC)
New York
$1.36M +$1.03M +14,416 +315%
SFG
46
Sovereign Financial Group
Connecticut
$1.33M +$367K +5,115 +38%
TCA
47
Taconic Capital Advisors
New York
$1.29M – – –
APA
48
American Portfolios Advisors
New York
$1.23M -$1.21M -16,805 -49%
AWS
49
Atria Wealth Solutions
New York
$1.18M +$53.8K +749 +5%
CAN
50
Cetera Advisor Networks
California
$1.12M -$6.14M -85,546 -85%
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