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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 %
Citigroup
76
Citigroup
New York
$49K +$15.9K +215 +48%
EIP
77
Ellis Investment Partners
Pennsylvania
$48K +$149 +2 +0.3%
CI
78
CX Institutional
Indiana
$40K -$2.43M -32,508 -98%
SPIA
79
Steward Partners Investment Advisory
New York
$35.5K – – –
Fidelity Investments
80
Fidelity Investments
Massachusetts
$33K – – –
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$10.8K +148 +174%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$16K +$73 +1 +0.5%
HS
83
Horan Securities
United States
$14K -$8.87K -116 -39%
US Bancorp
84
US Bancorp
Minnesota
$13K – – –
RPCA
85
Running Point Capital Advisors
California
$10K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
CG
87
Cutler Group
California
$7K -$6.93K -99 -50%
GWMIA
88
Global Wealth Management Investment Advisory
Florida
$6K – – –
CFGS
89
Concourse Financial Group Securities
Alabama
$6K – – –
MCC
90
Money Concepts Capital
Florida
$2K -$1.27K -14 -39%
BA
91
Bellwether Advisors
Nebraska
$2K +$2K +31 New
AIC
92
Ameritas Investment Company
Nebraska
$2K +$2K +27 New
TRCT
93
Tower Research Capital (TRC)
New York
$1K – – –
FFA
94
Founders Financial Alliance
North Carolina
$1K – – –
AAM
95
Ascension Asset Management
New York
– -$4.72M -69,559 Closed
BL
96
BFSG LLC
California
– -$740K -10,913 Closed
SS
97
Simplicity Solutions
Minnesota
– -$451K -6,650 Closed
KAS
98
Kestra Advisory Services
Texas
– -$257K -3,818 Closed
LNC
99
Lincoln National Corp
Pennsylvania
– -$229K -3,383 Closed
ASN
100
Advisory Services Network
Georgia
– -$186K -2,748 Closed
1 2 3
4
5