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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
+$8.14M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.42M
3
Ameriprise
Ameriprise
Minnesota
+$4.53M
4
Goldman Sachs
Goldman Sachs
New York
+$3.99M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
2
Bank of America
Bank of America
North Carolina
-$11M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$5.82M
4
Morgan Stanley
Morgan Stanley
New York
-$3.85M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
101
SignatureFD
Georgia
$135K +$1.44K +21 +1%
William Blair & Company
102
William Blair & Company
Illinois
$95.1K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$82.2K -$391K -5,703 -83%
PMFA
104
Plante Moran Financial Advisors
Michigan
$73.1K +$73.1K +1,069 New
ASN
105
Advisory Services Network
Georgia
$68.3K +$68.3K +999 New
DWP
106
Destiny Wealth Partners
Florida
$67.9K – – –
HI
107
Harbour Investments
Wisconsin
$58.8K -$31.8K -466 -35%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$45.5K +$6.83K +100 +18%
CG
109
Cutler Group
California
$41K +$41K +600 New
LFA
110
LGT Financial Advisors
Texas
$37.2K +$37.2K +544 New
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$34K +$7.02K +104 +26%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$28.6K – – –
HWMA
113
Heritage Wealth Management (Arizona)
Arizona
$23.2K +$11.6K +170 +100%
MCC
114
Money Concepts Capital
Florida
$22.2K +$22.2K +324 New
WTC
115
WhitTier Trust Company
Nevada
$19.6K – – –
AssetMark Inc
116
AssetMark Inc
California
$18.2K -$4.03K -59 -18%
SWM
117
Spire Wealth Management
Virginia
$18K – – –
HCM
118
Hollencrest Capital Management
California
$18K +$18K +263 New
TSWM
119
Tyler-Stone Wealth Management
Ohio
$16K – – –
GWM
120
Geneos Wealth Management
Colorado
$15.4K – – –
KTC
121
Kistler-Tiffany Companies
Pennsylvania
$15.4K – – –
IF
122
Integrity Financial
Wyoming
$13.2K – – –
HS
123
Horan Securities
United States
$13.1K +$137 +2 +1%
RIA
124
Realta Investment Advisors
Delaware
$11.6K – – –
RPCA
125
Running Point Capital Advisors
California
$10.3K +$273 +4 +3%
3 4
5
6 7