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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

134 hedge funds and large institutions have $526M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+23
Holders Change %
+20.72%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
58
Reduced
18
Closed
8
Calls
$907K
Puts
$308K
Net Calls
+$599K
Net Calls Change
+$174K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$152M
2
PS
Portfolio Strategies
New York
+$28.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$11.9M
4
Wells Fargo
Wells Fargo
California
+$8.04M
5
Jane Street
Jane Street
New York
+$7.75M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.43M
2
MCM
Mainstay Capital Management
Michigan
-$2.35M
3
ZIM
Zacks Investment Management
Illinois
-$1.75M
4
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
-$770K
5
CAAS
Capital Asset Advisory Services
Michigan
-$730K
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
51
Courage Miller Partners
Virginia
$956K -$399K -4,657 -29%
KCM
52
Kendall Capital Management
Maryland
$924K +$100K +1,172 +12%
Stifel Financial
53
Stifel Financial
Missouri
$903K +$42.5K +496 +5%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$832K +$5.22K +61 +0.6%
CA
55
Cetera Advisors
Colorado
$769K +$27.2K +318 +4%
PA
56
PFG Advisors
Arizona
$720K +$86.3K +1,009 +14%
AFA
57
American Financial Advisors
Georgia
$696K – – –
DI
58
Disciplined Investments
Oklahoma
$694K – – –
RFC
59
Regions Financial Corp
Alabama
$668K – – –
HI
60
Harbour Investments
Wisconsin
$658K +$498K +5,819 +312%
CM
61
Cornerstone Management
Georgia
$654K +$654K +7,639 New
SFG
62
Sovereign Financial Group
Connecticut
$641K +$641K +7,486 New
NWA
63
Navis Wealth Advisors
New York
$635K – – –
MIH
64
Meitav Investment House
Israel
$611K +$611K +7,143 New
FPGK
65
Financial Partners Group (Kansas)
Kansas
$574K -$17.5K -204 -3%
BAM
66
BTS Asset Management
Massachusetts
$557K +$557K +6,505 New
GRP
67
Global Retirement Partners
California
$500K +$59.1K +691 +13%
PCFFS
68
Pacific Center for Financial Services
California
$476K +$9.51K +111 +2%
AFAS
69
Acorn Financial Advisory Services
Virginia
$455K +$97.6K +1,138 +27%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$455K +$348K +3,908 +326%
BWA
71
Beam Wealth Advisors
Louisiana
$448K +$86.1K +1,005 +24%
W
72
WealthOne
New York
$435K +$435K +5,082 New
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$428K – – –
FI
74
Financial Insights
Washington
$382K +$46.5K +544 +14%
RFN
75
RDA Financial Network
Iowa
$378K -$4.28K -50 -1%
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