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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

94 hedge funds and large institutions have $210M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
33
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$5.16M
2
RJA
2
Raymond James & Associates
Florida
$5.59M
3
Ameriprise
3
Ameriprise
Minnesota
$18.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.86M

Top Sellers

1
AAM
1
Ascension Asset Management
New York
$0
2
CI
2
CX Institutional
Indiana
$40K
3
Bank of America
3
Bank of America
North Carolina
$14.1M
4
BL
4
BFSG LLC
California
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$410K -$23.9K -323 -6%
PCFFS
52
Pacific Center for Financial Services
California
$400K +$18.8K +254 +5%
GRP
53
Global Retirement Partners
California
$376K +$180K +2,428 +92%
RFN
54
RDA Financial Network
Iowa
$332K +$2.3K +31 +0.7%
FI
55
Financial Insights
Washington
$312K +$13.9K +188 +5%
VA
56
Valmark Advisers
Ohio
$307K – – –
SRC
57
Shufro Rose & Co
New York
$303K – – –
HighTower Advisors
58
HighTower Advisors
Illinois
$297K +$297K +3,992 New
MCM
59
Murphy Capital Management
New Jersey
$283K – – –
AAS
60
Avantax Advisory Services
Texas
$275K -$125K -1,696 -31%
BWA
61
Beam Wealth Advisors
Louisiana
$270K -$38.6K -522 -13%
FANJ
62
Financial Architects (New Jersey)
New Jersey
$270K – – –
BCM
63
Boltwood Capital Management
California
$266K – – –
CWM
64
Cabot Wealth Management
Massachusetts
$240K – – –
SFS
65
Sowell Financial Services
Arkansas
$237K -$117K -1,499 -33%
IA
66
IFG Advisors
Missouri
$220K – – –
CCM
67
Consolidated Capital Management
California
$208K +$208K +2,815 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$207K -$32.6K -440 -14%
NEGWA
69
New England Guild Wealth Advisors
Connecticut
$201K +$201K +2,710 New
LAIC
70
Lederer & Associates Investment Counsel
California
$176K +$176K +2,375 New
SIS
71
Sound Income Strategies
Florida
$111K +$111K +1,497 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$91K – – –
DWP
73
Destiny Wealth Partners
Florida
$74K – – –
SSB
74
Sandy Spring Bank
Maryland
$73K +$73K +987 New
HI
75
Harbour Investments
Wisconsin
$69K +$69K +935 New
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3
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