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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 %
Creative Planning
101
Creative Planning
Kansas
$203K +$203K +2,374 New
LAIC
102
Lederer & Associates Investment Counsel
California
$203K +$203K +2,375 New
CWM
103
Cabot Wealth Management
Massachusetts
$200K +$200K +2,340 New
SAM
104
Strategic Asset Management
Minnesota
$185K +$185K +2,125 New
S
105
SignatureFD
Georgia
$163K +$163K +1,904 New
LTI
106
Laffer Tengler Investments
Tennessee
$142K +$52.7K +616 +59%
Simplex Trading
107
Simplex Trading
Illinois
$136K – – –
William Blair & Company
108
William Blair & Company
Illinois
$119K +$119K +1,392 New
TRCT
109
Tower Research Capital (TRC)
New York
$103K +$102K +1,196 +7,475%
GWM
110
Geneos Wealth Management
Colorado
$93K – – –
DWP
111
Destiny Wealth Partners
Florida
$85K +$85K +994 New
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$76K +$76K +886 New
GWSG
113
GPS Wealth Strategies Group
Colorado
$71K +$50.8K +589 +251%
EIP
114
Ellis Investment Partners
Pennsylvania
$55K +$85 +1 +0.2%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$55K +$15.8K +185 +40%
CFGS
116
Concourse Financial Group Securities
Alabama
$51K +$45.4K +535 +811%
SPIA
117
Steward Partners Investment Advisory
New York
$41K – – –
AP
118
Advisors Preferred
Maryland
$36K +$36K +412 New
JWA
119
JFS Wealth Advisors
Pennsylvania
$32K – – –
SSB
120
Sandy Spring Bank
Maryland
$24K – – –
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$85 +1 +0.4%
US Bancorp
122
US Bancorp
Minnesota
$15K – – –
SWM
123
Spire Wealth Management
Virginia
$12K – – –
RPCA
124
Running Point Capital Advisors
California
$11K +$83 +1 +0.8%
WQ
125
Wealth Quarterback
New Jersey
$10K – – –
2 3 4
5
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