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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

139 hedge funds and large institutions have $288M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
41
Reduced
50
Closed
18
Calls
$21K
Puts
$449K
Net Calls
-$428K
Net Calls Change
+$2.31M

Top Buyers

1
CAAS
Capital Asset Advisory Services
Michigan
+$2.88M
2
Ameriprise
Ameriprise
Minnesota
+$2.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.09M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.96M
5
ML
McAdam LLC
Pennsylvania
+$1.85M

Top Sellers

1
CCA
Clearwater Capital Advisors
Illinois
-$11M
2
Bank of America
Bank of America
North Carolina
-$5.28M
3
Goldman Sachs
Goldman Sachs
New York
-$4.44M
4
Stifel Financial
Stifel Financial
Missouri
-$1.99M
5
SPIA
Steward Partners Investment Advisory
New York
-$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$353K – – –
SIS
77
Sound Income Strategies
Florida
$336K -$40.3K -571 -11%
VA
78
Valmark Advisers
Ohio
$329K +$353 +5 +0.1%
HighTower Advisors
79
HighTower Advisors
Illinois
$323K -$83K -1,179 -20%
AWS
80
Atria Wealth Solutions
New York
$313K -$11.4K -161 -4%
AAS
81
Avantax Advisory Services
Texas
$279K -$32.1K -455 -10%
BAM
82
BTS Asset Management
Massachusetts
$274K -$214K -3,031 -44%
ACM
83
Anfield Capital Management
California
$270K -$4.31K -61 -2%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$265K +$71 +1 +0%
FANJ
85
Financial Architects (New Jersey)
New Jersey
$258K – – –
Truist Financial
86
Truist Financial
North Carolina
$256K -$36.7K -520 -13%
BCM
87
Boltwood Capital Management
California
$254K – – –
SIM
88
Seaview Investment Managers
Florida
$251K -$1.48K -21 -0.6%
BCI
89
Brinker Capital Investments
Pennsylvania
$243K +$243K +3,440 New
OPS
90
Orion Portfolio Solutions
Nebraska
$243K +$243K +3,440 New
RFN
91
RDA Financial Network
Iowa
$242K -$2.19K -31 -0.9%
JC
92
JB Capital
Connecticut
$241K +$20.1K +284 +9%
GW
93
GW & Wade
Massachusetts
$231K +$231K +3,277 New
BA
94
Bard Associates
Illinois
$223K +$8.83K +125 +4%
Tudor Investment Corp
95
Tudor Investment Corp
Connecticut
$223K – – –
SRC
96
Shufro Rose & Co
New York
$212K – – –
CWM
97
Connecticut Wealth Management
Connecticut
$203K +$203K +2,870 New
PCFFS
98
Pacific Center for Financial Services
California
$173K +$173K +2,455 New
AAS
99
Ameritas Advisory Services
Nebraska
$169K +$169K +2,387 New
ACA
100
Aptus Capital Advisors
Alabama
$163K +$163K +2,306 New
2 3
4
5 6