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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 %
CIA
101
Cape Investment Advisory
Georgia
$144K +$144K +2,043 New
S
102
SignatureFD
Georgia
$140K +$777 +11 +0.6%
GWSG
103
GPS Wealth Strategies Group
Colorado
$116K +$116K +1,644 New
William Blair & Company
104
William Blair & Company
Illinois
$98.3K – – –
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$95.1K -$632K -8,946 -87%
ASN
106
Advisory Services Network
Georgia
$69.1K -$1.41K -20 -2%
SPIA
107
Steward Partners Investment Advisory
New York
$63.4K -$1.83M -25,916 -97%
HI
108
Harbour Investments
Wisconsin
$59K -$1.77K -25 -3%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$48.3K +$1.34K +19 +3%
CG
110
Cutler Group
California
$35K -$7K -100 -17%
WTC
111
WhitTier Trust Company
Nevada
$20.3K – – –
HCM
112
Hollencrest Capital Management
California
$18.6K – – –
AssetMark Inc
113
AssetMark Inc
California
$16.5K -$2.33K -33 -12%
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$15.9K – – –
GWM
115
Geneos Wealth Management
Colorado
$15.9K – – –
HS
116
Horan Securities
United States
$13.6K +$71 +1 +0.5%
IF
117
Integrity Financial
Wyoming
$12.4K -$1.27K -18 -9%
RPCA
118
Running Point Capital Advisors
California
$10.6K – – –
SWM
119
Spire Wealth Management
Virginia
$10.4K -$8.4K -119 -45%
AA
120
Ancora Advisors
Ohio
$8.46K +$71 +1 +0.8%
AWM
121
Avior Wealth Management
Nebraska
$7.32K – – –
SS
122
Sunbelt Securities
Texas
$6.93K +$6.93K +100 New
WP
123
WealthPLAN Partners
Nebraska
$6.5K +$6.5K +92 New
ME
124
McIlrath & Eck
Washington
$5.65K – – –
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$5.3K -$24.2K -343 -82%
3 4
5
6 7