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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

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

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$86.7M
2
TFA
Tobias Financial Advisors
Florida
+$23.8M
3
Osaic Holdings
Osaic Holdings
Arizona
+$9.32M
4
MHS
M Holdings Securities
Oregon
+$8.68M
5
LPL Financial
LPL Financial
California
+$8.02M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
-$106M
2
CJH
Christopher J. Hasenberg
Wisconsin
-$12.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.48M
4
PA
Procyon Advisors
Connecticut
-$4.76M
5
UBS Group
UBS Group
Switzerland
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$4.25M -$505K -6,231 -11%
QC
27
Quadrature Capital
United Kingdom
$4.23M +$4.23M +52,121 New
CWM
28
Castle Wealth Management
Florida
$4.22M -$43.2K -533 -1%
UBS Group
29
UBS Group
Switzerland
$4.13M -$2.93M -36,159 -42%
PGF
30
Plan Group Financial
Oklahoma
$4.02M +$8.1K +100 +0.2%
FWM
31
Fonville Wealth Management
Virginia
$3.82M +$195K +2,402 +5%
ACP
32
Aveo Capital Partners
Colorado
$3.79M +$3.79M +46,793 New
CAAS
33
Capital Asset Advisory Services
Michigan
$3.53M -$990K -12,203 -22%
SFG
34
Sovereign Financial Group
Connecticut
$3.53M +$11.7K +145 +0.3%
AWM
35
Axxcess Wealth Management
California
$3.31M -$685K -8,457 -17%
Mariner
36
Mariner
Kansas
$3.28M -$1.05M -12,979 -24%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$2.92M +$1.36M +16,762 +87%
KWM
38
KFG Wealth Management
Indiana
$2.71M -$547K -6,755 -17%
Citadel Advisors
39
Citadel Advisors
Florida
$2.68M +$428K +5,281 +19%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.65M -$2.41M -29,758 -48%
BlackRock
41
BlackRock
New York
$2.62M – – –
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$2.57M +$719K +8,869 +39%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.4M +$743K +9,173 +45%
AFG
44
Arkansas Financial Group
Arkansas
$2.4M +$194K +2,391 +9%
PCIG
45
Partners Capital Investment Group
Massachusetts
$2.35M -$2.35M -28,990 -50%
MHFA
46
Mission Hills Financial Advisory
California
$2.18M +$291K +3,594 +15%
FPAS
47
Focus Partners Advisor Solutions
Missouri
$2.1M -$150K -1,849 -7%
BFM
48
Boston Financial Management
Massachusetts
$2.08M – – –
PSF
49
Pacific Sun Financial
California
$2.04M -$6.48K -80 -0.3%
CA
50
Continuum Advisory
Idaho
$1.96M +$24K +296 +1%
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