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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 %
AAG
126
Armstrong Advisory Group
Massachusetts
$9.36K +$9.36K +137 New
CSWG
127
Cardinal Strategic Wealth Guidance
Kentucky
$8.06K +$8.06K +118 New
AA
128
Ancora Advisors
Ohio
$8K +$134 +2 +2%
AWM
129
Avior Wealth Management
Nebraska
$7.05K +$205 +3 +3%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$6.54K -$27.3K -401 -81%
US Bancorp
131
US Bancorp
Minnesota
$5.81K +$5.81K +85 New
PIMG
132
Patriot Investment Management Group
Tennessee
$5.6K +$5.6K +75 New
ME
133
McIlrath & Eck
Washington
$5.47K – – –
CT
134
Colonial Trust
South Carolina
$5.24K +$5.24K +77 New
IGWM
135
ICA Group Wealth Management
Colorado
$4.1K +$4.1K +60 New
IRC
136
Investors Research Corp
Georgia
$2.12K – – –
BA
137
Bellwether Advisors
Nebraska
$2.12K – – –
AWM
138
Atticus Wealth Management
Florida
$2.05K – – –
PA
139
PSI Advisors
Florida
$1.64K – – –
NA
140
NewEdge Advisors
Louisiana
$1.59K +$1.59K +23,276 New
FFA
141
Founders Financial Alliance
North Carolina
$1.03K – – –
BAM
142
Belpointe Asset Management
Nevada
$1.03K +$1.03K +15 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$1K -$10.2K -143 -91%
LWAC
144
Laurel Wealth Advisors (California)
California
– -$3.66M -50,985 Closed
ML
145
McAdam LLC
Pennsylvania
– -$3.08M -42,912 Closed
LJAC
146
L.J. Altfest & Co
New York
– -$2.68M -37,349 Closed
Marshall Wace
147
Marshall Wace
United Kingdom
– -$938K -13,043 Closed
Baird Financial Group
148
Baird Financial Group
Wisconsin
– -$660K -9,187 Closed
FTUS
149
Flow Traders U.S.
New York
– -$473K -6,585 Closed
AWA
150
Arete Wealth Advisors
Illinois
– -$440K -6,119 Closed
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