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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

138 hedge funds and large institutions have $345M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-10
Holders Change %
-6.76%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
43
Reduced
51
Closed
21
Calls
$1.29M
Puts
$2.03M
Net Calls
-$740K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$33.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$7.73M
3
CAAS
3
Capital Asset Advisory Services
Michigan
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341K
2
UBS Group
2
UBS Group
Switzerland
$3.52M
3
CAN
3
Cetera Advisor Networks
California
$1.12M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.93M
5
Ameriprise
5
Ameriprise
Minnesota
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Ancora Advisors
Ohio
$8K – – –
AWM
127
Avior Wealth Management
Nebraska
$7K – – –
ME
128
McIlrath & Eck
Washington
$6K +$6K +80 New
HI
129
Hudock Inc
Pennsylvania
$4K – – –
TC
130
Truvestments Capital
Florida
$4K – – –
AWM
131
Atticus Wealth Management
Florida
$2K – – –
BA
132
Bellwether Advisors
Nebraska
$2K – – –
PA
133
PSI Advisors
Florida
$2K – – –
IRC
134
Investors Research Corp
Georgia
$2K +$129 +2 +7%
CCM
135
Covington Capital Management
California
$1K -$35.5K -390 -97%
FFA
136
Founders Financial Alliance
North Carolina
$1K -$20K -300 -95%
MOS
137
MGO One Seven
Ohio
$658 +$658 +10,332 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$548 +$435 +5,485 +387%
HF
139
HRT Financial
New York
– -$2.33M -29,160 Closed
OAM
140
Oak Asset Management
California
– -$870K -10,873 Closed
OMC
141
Old Mission Capital
Illinois
– -$440K -5,498 Closed
CPWA
142
Cerro Pacific Wealth Advisors
California
– -$344K -4,297 Closed
PFS
143
Prospera Financial Services
Texas
– -$286K -3,572 Closed
TI
144
Truepoint Inc
Ohio
– -$273K -3,417 Closed
Creative Planning
145
Creative Planning
Kansas
– -$249K -3,118 Closed
CI
146
CX Institutional
Indiana
– -$236K -2,948 Closed
IWM
147
IHT Wealth Management
Illinois
– -$229K -2,868 Closed
JC
148
JB Capital
Connecticut
– -$213K -2,669 Closed
IWC
149
Integrated Wealth Concepts
Massachusetts
– -$211K -2,636 Closed
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
– -$209K -2,604 Closed
3 4 5
6
7