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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

139 hedge funds and large institutions have $288M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
41
Reduced
50
Closed
18
Calls
$21K
Puts
$449K
Net Calls
-$428K
Net Calls Change
+$2.31M

Top Buyers

1
CAAS
Capital Asset Advisory Services
Michigan
+$2.88M
2
Ameriprise
Ameriprise
Minnesota
+$2.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.09M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.96M
5
ML
McAdam LLC
Pennsylvania
+$1.85M

Top Sellers

1
CCA
Clearwater Capital Advisors
Illinois
-$11M
2
Bank of America
Bank of America
North Carolina
-$5.28M
3
Goldman Sachs
Goldman Sachs
New York
-$4.44M
4
Stifel Financial
Stifel Financial
Missouri
-$1.99M
5
SPIA
Steward Partners Investment Advisory
New York
-$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$707K +$183K +2,592 +35%
CA
52
Cetera Advisors
Colorado
$662K -$82K -1,161 -11%
CMP
53
Courage Miller Partners
Virginia
$653K -$65.7K -931 -9%
BWG
54
Beta Wealth Group
California
$600K -$99.2K -1,405 -14%
GRP
55
Global Retirement Partners
California
$594K +$107K +1,503 +22%
BSW
56
Buckingham Strategic Wealth
Missouri
$583K – – –
RFC
57
Regions Financial Corp
Alabama
$551K – – –
NWA
58
Navis Wealth Advisors
New York
$549K +$2.9K +41 +0.5%
SWA
59
Strategies Wealth Advisors
Michigan
$530K +$2.9K +41 +0.5%
MIH
60
Meitav Investment House
Israel
$521K – – –
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$520K +$169K +2,388 +48%
RW
62
RVW Wealth
California
$508K -$56.2K -796 -10%
AFA
63
American Financial Advisors
Georgia
$504K -$9.18K -130 -2%
SFC
64
Strategic Financial Concepts
Texas
$502K +$502K +7,111 New
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$501K -$70.6K -1,000 -12%
MMH
66
Menora Mivtachim Holdings
Israel
$494K +$494K +7,000 New
DI
67
Disciplined Investments
Oklahoma
$493K – – –
BWCS
68
Beirne Wealth Consulting Services
Connecticut
$461K +$2.47K +35 +0.5%
CAM
69
Cozad Asset Management
Illinois
$458K -$26.5K -375 -5%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$427K +$342K +4,842 +404%
LA
71
LexAurum Advisors
Kansas
$423K -$96.3K -1,363 -19%
GCP
72
GSA Capital Partners
United Kingdom
$382K +$382K +5,405 New
Mariner
73
Mariner
Kansas
$367K +$59.9K +849 +20%
CL
74
Choreo LLC
Illinois
$367K +$367K +5,190 New
MOS
75
MGO One Seven
Ohio
$364K – – –
1 2
3
4 5