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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

134 hedge funds and large institutions have $526M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+23
Holders Change %
+20.72%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
58
Reduced
18
Closed
8
Calls
$907K
Puts
$308K
Net Calls
+$599K
Net Calls Change
+$174K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$152M
2
PS
Portfolio Strategies
New York
+$28.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$11.9M
4
Wells Fargo
Wells Fargo
California
+$8.04M
5
Jane Street
Jane Street
New York
+$7.75M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.43M
2
MCM
Mainstay Capital Management
Michigan
-$2.35M
3
ZIM
Zacks Investment Management
Illinois
-$1.75M
4
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
-$770K
5
CAAS
Capital Asset Advisory Services
Michigan
-$730K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$374K -$19.8K -232 -5%
Barclays
77
Barclays
United Kingdom
$373K +$340K +3,981 +1,039%
HighTower Advisors
78
HighTower Advisors
Illinois
$371K +$21.1K +246 +6%
VA
79
Valmark Advisers
Ohio
$355K – – –
SFM
80
Signet Financial Management
New Jersey
$353K +$353K +4,130 New
MCM
81
Murphy Capital Management
New Jersey
$319K -$8.55K -100 -3%
FANJ
82
Financial Architects (New Jersey)
New Jersey
$312K – – –
KAS
83
Kestra Advisory Services
Texas
$311K +$79.2K +925 +34%
BCM
84
Boltwood Capital Management
California
$308K – – –
ACM
85
Antonetti Capital Management
Florida
$308K +$308K +3,605 New
Marshall Wace
86
Marshall Wace
United Kingdom
$287K +$287K +3,358 New
CP
87
Camelot Portfolios
Ohio
$261K -$11.8K -138 -4%
Goldman Sachs
88
Goldman Sachs
New York
$259K – – –
AAS
89
Avantax Advisory Services
Texas
$258K – – –
SRC
90
Shufro Rose & Co
New York
$257K -$94.2K -1,100 -27%
PFS
91
Prospera Financial Services
Texas
$256K – – –
CCM
92
Consolidated Capital Management
California
$250K +$3.68K +43 +1%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$246K +$3.42K +40 +1%
IA
94
IAM Advisory
Pennsylvania
$238K +$238K +2,731 New
NEGWA
95
New England Guild Wealth Advisors
Connecticut
$235K – – –
SIM
96
Seaview Investment Managers
Florida
$225K +$225K +2,628 New
IWC
97
Integrated Wealth Concepts
Massachusetts
$222K +$3.94K +46 +2%
IA
98
IFG Advisors
Missouri
$214K -$14.9K -175 -7%
PAG
99
Private Advisor Group
New Jersey
$207K +$86 +1 +0%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$204K +$204K +2,387 New
2 3
4
5 6