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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

137 hedge funds and large institutions have $392M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
46
Reduced
47
Closed
21
Calls
$346K
Puts
$1.17M
Net Calls
-$828K
Net Calls Change
-$649K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$24.2M
2
ECM
Evergreen Capital Management
Washington
+$6.64M
3
Goldman Sachs
Goldman Sachs
New York
+$4.01M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.17M
5
CAM
Cresset Asset Management
Illinois
+$2.47M

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.84M
2
TCA
Taconic Capital Advisors
New York
-$1.19M
3
Bank of America
Bank of America
North Carolina
-$1.16M
4
Wells Fargo
Wells Fargo
California
-$1.11M
5
CAAS
Capital Asset Advisory Services
Michigan
-$898K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Cutler Group
California
$7K – – –
ME
127
McIlrath & Eck
Washington
$6K +$146 +2 +3%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$5.51K – – –
CT
129
Colonial Trust
South Carolina
$4.46K – – –
GWSG
130
GPS Wealth Strategies Group
Colorado
$3.97K – – –
IRC
131
Investors Research Corp
Georgia
$3.75K +$662 +9 +21%
FHA
132
First Horizon Advisors
Tennessee
$3.68K – – –
Comerica Bank
133
Comerica Bank
Texas
$3.24K – – –
IGWM
134
ICA Group Wealth Management
Colorado
$2.21K +$2.21K +30 New
FFA
135
Founders Financial Alliance
North Carolina
$1.1K – – –
CSC
136
Caldwell Sutter Capital
California
$809 +$147 +2 +22%
TCA
137
Taconic Capital Advisors
New York
– -$1.19M -18,000 Closed
SFC
138
Strategic Financial Concepts
Texas
– -$829K -12,571 Closed
RFC
139
Regions Financial Corp
Alabama
– -$515K -7,805 Closed
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
– -$468K -7,100 Closed
PA
141
PFG Advisors
Arizona
– -$417K -6,318 Closed
CL
142
Choreo LLC
Illinois
– -$262K -3,938 Closed
FIM
143
Freedom Investment Management
Connecticut
– -$226K -3,431 Closed
JC
144
JB Capital
Connecticut
– -$226K -3,429 Closed
BCI
145
Brinker Capital Investments
Pennsylvania
– -$225K -3,405 Closed
OPS
146
Orion Portfolio Solutions
Nebraska
– -$225K -3,405 Closed
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
– -$213K -3,231 Closed
LFA
148
LGT Financial Advisors
Texas
– -$35.9K -544 Closed
FIA
149
FNY Investment Advisers
New York
– -$13K -200 Closed
RPCA
150
Running Point Capital Advisors
California
– -$9.89K -150 Closed
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