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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 $333M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
45
Reduced
42
Closed
13
Calls
$36K
Puts
$987K
Net Calls
-$951K
Net Calls Change
-$123K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$5.31M
2
VanEck Associates
2
VanEck Associates
New York
$2.42M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$1.91M
4
CAAS
4
Capital Asset Advisory Services
Michigan
$32.6M
5
AWM
5
Axxcess Wealth Management
California
$32.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.1M
3
AFAS
3
Acorn Financial Advisory Services
Virginia
$0
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$2.09M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
51
Strategic Financial Concepts
Texas
$1.01M +$1.01M +14,065 New
BWG
52
Beta Wealth Group
California
$964K +$443K +6,149 +85%
HHRDM
53
H&H Retirement Design & Management
Nevada
$918K -$104K -1,491 -10%
SCM
54
Saxony Capital Management
Missouri
$890K +$88.4K +1,226 +11%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$854K -$128K -1,774 -13%
Brown Advisory
56
Brown Advisory
Maryland
$809K +$577 +8 +0.1%
LNC
57
Lincoln National Corp
Pennsylvania
$805K +$805K +11,163 New
KCM
58
Kendall Capital Management
Maryland
$774K +$15.4K +214 +2%
BMCM
59
Burns Matteson Capital Management
New York
$745K +$745K +10,339 New
GRP
60
Global Retirement Partners
California
$736K +$16.7K +232 +2%
AWA
61
Arete Wealth Advisors
Illinois
$728K -$286K -3,964 -28%
CA
62
Cetera Advisors
Colorado
$638K +$77.3K +1,073 +14%
BSW
63
Buckingham Strategic Wealth
Missouri
$632K -$21.5K -298 -3%
IFA
64
Interactive Financial Advisors
Illinois
$631K +$127K +1,763 +25%
CWM
65
Connecticut Wealth Management
Connecticut
$628K +$865 +12 +0.1%
HighTower Advisors
66
HighTower Advisors
Illinois
$627K +$31.7K +440 +5%
NWA
67
Navis Wealth Advisors
New York
$577K +$2.45K +34 +0.4%
SWA
68
Strategies Wealth Advisors
Michigan
$557K +$2.45K +34 +0.4%
CMP
69
Courage Miller Partners
Virginia
$547K -$432 -6 -0.1%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$501K +$501K +6,957 New
AFA
71
American Financial Advisors
Georgia
$493K -$2.45K -34 -0.5%
CAN
72
Cetera Advisor Networks
California
$449K -$33.7K -467 -7%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$432K +$432K +6,000 New
BRWA
74
B. Riley Wealth Advisors
Florida
$387K -$194K -2,914 -33%
RW
75
RVW Wealth
California
$386K -$30.1K -417 -7%
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