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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

111 hedge funds and large institutions have $275M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+17
Holders Change %
+18.09%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
47
Reduced
22
Closed
7
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$425K

Top Buyers

1
CCA
Clearwater Capital Advisors
Illinois
+$8.67M
2
Bank of America
Bank of America
North Carolina
+$5.81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.8M
4
EWA
Evolution Wealth Advisors
Florida
+$2.85M
5
Morgan Stanley
Morgan Stanley
New York
+$2.6M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$9.17M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.18M
3
APA
American Portfolios Advisors
New York
-$554K
4
TCA
Taconic Capital Advisors
New York
-$417K
5
Goldman Sachs
Goldman Sachs
New York
-$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$226K +$226K +2,707 New
IA
77
IFG Advisors
Missouri
$223K -$24K -288 -10%
ASN
78
Advisory Services Network
Georgia
$219K +$219K +2,632 New
IWC
79
Integrated Wealth Concepts
Massachusetts
$212K +$212K +2,545 New
PAG
80
Private Advisor Group
New Jersey
$201K +$201K +2,417 New
HI
81
Harbour Investments
Wisconsin
$156K +$77.8K +931 +100%
Simplex Trading
82
Simplex Trading
Illinois
$135K +$135K +1,624 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$101K – – –
GWM
84
Geneos Wealth Management
Colorado
$91K -$9.17M -108,780 -99%
LTI
85
Laffer Tengler Investments
Tennessee
$86.5K +$86.5K +1,038 New
Citigroup
86
Citigroup
New York
$55K -$334 -4 -0.6%
EIP
87
Ellis Investment Partners
Pennsylvania
$53K +$82 +1 +0.2%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$41K +$41K +489 New
SPIA
89
Steward Partners Investment Advisory
New York
$40K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$38K +$1.48K +18 +4%
Barclays
91
Barclays
United Kingdom
$32K +$32K +383 New
JWA
92
JFS Wealth Advisors
Pennsylvania
$31K +$31K +375 New
CI
93
CX Institutional
Indiana
$26K -$19.2K -228 -43%
SSB
94
Sandy Spring Bank
Maryland
$23K -$59K -710 -72%
GWSG
95
GPS Wealth Strategies Group
Colorado
$20K +$20K +235 New
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
US Bancorp
97
US Bancorp
Minnesota
$15K – – –
HS
98
Horan Securities
United States
$15K +$82 +1 +0.5%
RPCA
99
Running Point Capital Advisors
California
$11K – – –
SWM
100
Spire Wealth Management
Virginia
$11K +$11K +135 New
1 2 3
4
5