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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

138 hedge funds and large institutions have $345M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-10
Holders Change %
-6.76%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
43
Reduced
51
Closed
21
Calls
$1.29M
Puts
$2.03M
Net Calls
-$740K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$33.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$7.73M
3
CAAS
3
Capital Asset Advisory Services
Michigan
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341K
2
UBS Group
2
UBS Group
Switzerland
$3.52M
3
CAN
3
Cetera Advisor Networks
California
$1.12M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.93M
5
Ameriprise
5
Ameriprise
Minnesota
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
76
Flow Traders U.S.
New York
$473K -$2.47M -34,345 -84%
LA
77
LexAurum Advisors
Kansas
$469K +$123K +1,705 +35%
BWCS
78
Beirne Wealth Consulting Services
Connecticut
$462K +$5.32K +74 +1%
AWA
79
Arete Wealth Advisors
Illinois
$440K -$49.8K -692 -10%
HighTower Advisors
80
HighTower Advisors
Illinois
$430K -$6.74K -94 -2%
SIS
81
Sound Income Strategies
Florida
$427K -$47.9K -666 -10%
SI
82
Saxon Interests
Texas
$381K +$381K +5,314 New
Truist Financial
83
Truist Financial
North Carolina
$371K -$145K -2,016 -28%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$359K – – –
NL
85
NWAM LLC
Washington
$345K -$84.8K -1,179 -20%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$341K -$77.4M -1,078,551 -100%
PCFFS
87
Pacific Center for Financial Services
California
$306K -$35.5K -493 -10%
VA
88
Valmark Advisers
Ohio
$301K +$1.87K +26 +0.6%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$292K -$16.4K -228 -5%
RFN
90
RDA Financial Network
Iowa
$269K -$7.62K -106 -3%
SIM
91
Seaview Investment Managers
Florida
$262K -$522K -7,251 -67%
FANJ
92
Financial Architects (New Jersey)
New Jersey
$262K +$262K +3,650 New
BCM
93
Boltwood Capital Management
California
$259K – – –
KAS
94
Kestra Advisory Services
Texas
$255K -$3.37K -47 -1%
NEGWA
95
New England Guild Wealth Advisors
Connecticut
$244K +$43.2K +600 +21%
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$227K – – –
FI
97
Financial Insights
Washington
$226K -$13.5K -188 -6%
SFM
98
Signet Financial Management
New Jersey
$223K +$1.72K +24 +0.8%
BA
99
Bard Associates
Illinois
$218K -$7.69K -107 -3%
SRC
100
Shufro Rose & Co
New York
$215K – – –
2 3
4
5 6