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

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.19M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$243K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$2.1M
4
LPL Financial
4
LPL Financial
California
$3.13M
5
TRCT
5
Tower Research Capital (TRC)
New York
$660K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
51
Laurel Wealth Advisors (California)
California
$273K +$273K +4,482 New
FI
52
Financial Insights
Washington
$257K -$269K -4,411 -51%
VA
53
Valmark Advisers
Ohio
$254K +$2.8K +46 +1%
SRC
54
Shufro Rose & Co
New York
$250K – – –
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$243K -$2.04M -33,499 -89%
MCM
56
Murphy Capital Management
New Jersey
$242K -$45.6K -750 -16%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$223K – – –
BCM
58
Boltwood Capital Management
California
$219K – – –
SPC
59
Sigma Planning Corp
Michigan
$215K +$215K +3,526 New
ASN
60
Advisory Services Network
Georgia
$175K -$58.8K -963 -25%
GRP
61
Global Retirement Partners
California
$95K +$19K +312 +25%
GWM
62
Geneos Wealth Management
Colorado
$87K – – –
NNP
63
Nachman Norwood & Parrott
South Carolina
$53K +$53K +876 New
EIP
64
Ellis Investment Partners
Pennsylvania
$38K +$16.9K +283 +80%
SIM
65
Seaview Investment Managers
Florida
$26K +$26K +431 New
Northern Trust
66
Northern Trust
Illinois
$25K +$976 +8 +4%
BA
67
Ballast Advisors
Minnesota
$24K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$24K +$16.2K +264 +206%
MAM
69
Marquette Asset Management
Minnesota
$23K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$23K +$23K +372 New
HS
71
Horan Securities
United States
$19K +$122 +2 +0.6%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$13K +$120 +2 +0.9%
CG
73
Cutler Group
California
$12K +$12K +199 New
US Bancorp
74
US Bancorp
Minnesota
$11K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
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