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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

139 hedge funds and large institutions have $288M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
41
Reduced
50
Closed
18
Calls
$21K
Puts
$449K
Net Calls
-$428K
Net Calls Change
+$2.31M

Top Buyers

1
CAAS
Capital Asset Advisory Services
Michigan
+$2.88M
2
Ameriprise
Ameriprise
Minnesota
+$2.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.09M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.96M
5
ML
McAdam LLC
Pennsylvania
+$1.85M

Top Sellers

1
CCA
Clearwater Capital Advisors
Illinois
-$11M
2
Bank of America
Bank of America
North Carolina
-$5.28M
3
Goldman Sachs
Goldman Sachs
New York
-$4.44M
4
Stifel Financial
Stifel Financial
Missouri
-$1.99M
5
SPIA
Steward Partners Investment Advisory
New York
-$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPA
26
High Probability Advisors
New York
$1.89M -$1.41K -20 -0.1%
ML
27
McAdam LLC
Pennsylvania
$1.85M +$1.85M +26,212 New
BFM
28
Boston Financial Management
Massachusetts
$1.81M -$424 -6 -0%
TC
29
TAP Consulting
Missouri
$1.64M +$298K +4,220 +22%
AFAS
30
Acorn Financial Advisory Services
Virginia
$1.64M +$61.1K +865 +4%
AWM
31
AE Wealth Management
Kansas
$1.61M -$109K -1,547 -6%
TRCT
32
Tower Research Capital (TRC)
New York
$1.6M +$367K +5,199 +30%
NA
33
NewEdge Advisors
Louisiana
$1.58M -$64.8K -917 -4%
CA
34
Continuum Advisory
Idaho
$1.53M +$122K +1,723 +9%
AFG
35
Arkansas Financial Group
Arkansas
$1.47M +$449K +6,360 +44%
HHRDM
36
H&H Retirement Design & Management
Nevada
$1.43M +$1.43M +20,190 New
SFG
37
Sovereign Financial Group
Connecticut
$1.39M +$228K +3,232 +20%
CM
38
Cornerstone Management
Georgia
$1.39M – – –
TCA
39
Taconic Capital Advisors
New York
$1.27M – – –
CG
40
Colony Group
Massachusetts
$1.16M +$65.1K +922 +6%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.14M -$209K -2,965 -16%
CAN
42
Cetera Advisor Networks
California
$1.13M +$129K +1,830 +13%
LSAG
43
Lake Street Advisors Group
New Hampshire
$1.04M +$5.51K +78 +0.5%
PCIG
44
Partners Capital Investment Group
Massachusetts
$1.04M +$5.51K +78 +0.5%
PA
45
PFG Advisors
Arizona
$997K +$5.16K +73 +0.5%
Citadel Advisors
46
Citadel Advisors
Florida
$924K +$671K +9,506 +265%
Brown Advisory
47
Brown Advisory
Maryland
$918K -$35K -495 -4%
MHS
48
M Holdings Securities
Oregon
$853K +$619K +8,760 +264%
CI
49
CX Institutional
Indiana
$783K +$783K +11,133 New
KCM
50
Kendall Capital Management
Maryland
$716K +$24.1K +341 +3%
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