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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

143 hedge funds and large institutions have $302M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
44
Reduced
44
Closed
17
Calls
$3.62M
Puts
$6.36M
Net Calls
-$2.73M
Net Calls Change
-$1.99M

Top Buyers

1
CAAS
Capital Asset Advisory Services
Michigan
$24.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.43M
3
Ameriprise
Ameriprise
Minnesota
$33M
4
Goldman Sachs
Goldman Sachs
New York
$10.5M
5
MML Investors Services
MML Investors Services
Massachusetts
$6.35M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.49M
2
Bank of America
Bank of America
North Carolina
$21M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.53M
4
Morgan Stanley
Morgan Stanley
New York
$29.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
76
Sound Income Strategies
Florida
$365K -$41.5K -607 -10%
Jane Street
77
Jane Street
New York
$363K -$2.4M -35,072 -87%
MOS
78
MGO One Seven
Ohio
$353K -$353K -5,171 -50%
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$342K – – –
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$340K +$62.7K +918 +23%
VA
81
Valmark Advisers
Ohio
$318K +$31.8K +466 +11%
AWS
82
Atria Wealth Solutions
New York
$314K -$810K -11,847 -72%
AAS
83
Avantax Advisory Services
Texas
$301K +$109K +1,588 +56%
Mariner
84
Mariner
Kansas
$298K +$298K +4,353 New
APA
85
Astoria Portfolio Advisors
New York
$297K +$297K +4,111 New
Truist Financial
86
Truist Financial
North Carolina
$284K -$69.2K -1,013 -20%
ACM
87
Anfield Capital Management
California
$282K +$282K +3,882 New
HIP
88
HUB Investment Partners
Texas
$281K +$281K +4,106 New
EWA
89
EP Wealth Advisors
California
$273K +$273K +3,989 New
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$257K -$68.4K -999 -21%
FANJ
91
Financial Architects (New Jersey)
New Jersey
$249K – – –
BCM
92
Boltwood Capital Management
California
$246K – – –
Citadel Advisors
93
Citadel Advisors
Florida
$245K -$1.51M -22,038 -86%
SIM
94
Seaview Investment Managers
Florida
$244K -$4.85K -71 -2%
RFN
95
RDA Financial Network
Iowa
$236K -$19.3K -282 -8%
MHS
96
M Holdings Securities
Oregon
$227K +$227K +3,315 New
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$216K – – –
JC
98
JB Capital
Connecticut
$214K +$214K +3,134 New
BA
99
Bard Associates
Illinois
$207K – – –
SRC
100
Shufro Rose & Co
New York
$205K – – –
2 3
4
5 6