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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

143 hedge funds and large institutions have $302M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
44
Reduced
44
Closed
17
Calls
$3.62M
Puts
$6.36M
Net Calls
-$2.73M
Net Calls Change
-$1.99M

Top Buyers

1
CAAS
Capital Asset Advisory Services
Michigan
+$8.14M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.42M
3
Ameriprise
Ameriprise
Minnesota
+$4.53M
4
Goldman Sachs
Goldman Sachs
New York
+$3.99M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
2
Bank of America
Bank of America
North Carolina
-$11M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$5.82M
4
Morgan Stanley
Morgan Stanley
New York
-$3.85M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
PFG Advisors
Arizona
$960K +$305K +4,467 +47%
Brown Advisory
52
Brown Advisory
Maryland
$922K -$1.53M -22,394 -62%
CA
53
Cetera Advisors
Colorado
$720K +$47.2K +691 +7%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$707K -$1.86M -27,205 -72%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$703K +$558K +8,170 +385%
CMP
56
Courage Miller Partners
Virginia
$695K -$34.6K -507 -5%
BWG
57
Beta Wealth Group
California
$676K +$125K +1,834 +23%
KCM
58
Kendall Capital Management
Maryland
$669K +$14.7K +215 +2%
BSW
59
Buckingham Strategic Wealth
Missouri
$583K -$119K -1,748 -17%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$554K – – –
RW
61
RVW Wealth
California
$546K +$5.13K +75 +0.9%
RFC
62
Regions Financial Corp
Alabama
$533K – – –
NWA
63
Navis Wealth Advisors
New York
$528K +$11.9K +174 +2%
BAM
64
BTS Asset Management
Massachusetts
$524K +$19K +251 +4%
SWA
65
Strategies Wealth Advisors
Michigan
$510K +$510K +7,463 New
SPC
66
Sigma Planning Corp
Michigan
$507K +$1.98K +29 +0.4%
LA
67
LexAurum Advisors
Kansas
$502K +$56.4K +825 +13%
AFA
68
American Financial Advisors
Georgia
$497K +$6.15K +90 +1%
MIH
69
Meitav Investment House
Israel
$488K – – –
DI
70
Disciplined Investments
Oklahoma
$477K – – –
IA
71
IFP Advisors
Florida
$472K -$13.7K -226 -3%
GRP
72
Global Retirement Partners
California
$469K +$5.19K +76 +1%
CAM
73
Cozad Asset Management
Illinois
$469K – – –
BWCS
74
Beirne Wealth Consulting Services
Connecticut
$444K +$4.78K +70 +1%
HighTower Advisors
75
HighTower Advisors
Illinois
$395K -$15.8K -230 -4%
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