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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 %
CT
126
Colonial Trust
South Carolina
$4.28K -$1.12K -16 -21%
IGWM
127
ICA Group Wealth Management
Colorado
$4.24K – – –
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$2.65K +$170 +2,412 +7%
IRC
129
Investors Research Corp
Georgia
$2.19K – – –
BA
130
Bellwether Advisors
Nebraska
$2.19K – – –
AWM
131
Atticus Wealth Management
Florida
$2.12K – – –
Fidelity Investments
132
Fidelity Investments
Massachusetts
$1.7K -$5.09K -72 -75%
PA
133
PSI Advisors
Florida
$1.7K – – –
IA
134
IFP Advisors
Florida
$1.1K -$471K -7,747 -100%
BAM
135
Belpointe Asset Management
Nevada
$1.06K – – –
FFA
136
Founders Financial Alliance
North Carolina
$1.06K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CBT
138
Central Bank & Trust
Kentucky
$564 +$564 +8 New
CCA
139
Clearwater Capital Advisors
Illinois
– -$11M -161,614 Closed
Stifel Financial
140
Stifel Financial
Missouri
– -$1.99M -29,129 Closed
ES
141
Eagle Strategies
New York
– -$1.52M -22,203 Closed
Renaissance Technologies
142
Renaissance Technologies
New York
– -$1.13M -16,600 Closed
SI
143
Saxon Interests
Texas
– -$981K -14,086 Closed
Jane Street
144
Jane Street
New York
– -$363K -5,310 Closed
APA
145
Astoria Portfolio Advisors
New York
– -$297K -4,111 Closed
HIP
146
HUB Investment Partners
Texas
– -$281K -4,106 Closed
PMFA
147
Plante Moran Financial Advisors
Michigan
– -$73.1K -1,069 Closed
DWP
148
Destiny Wealth Partners
Florida
– -$67.9K -994 Closed
LFA
149
LGT Financial Advisors
Texas
– -$37.2K -544 Closed
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
– -$34K -504 Closed
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