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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

94 hedge funds and large institutions have $166M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
35
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Ascension Asset Management
New York
$4.72M
2
CI
2
CX Institutional
Indiana
$2.24M
3
TCA
3
Taconic Capital Advisors
New York
$1.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$2.44M
5
RW
5
RVW Wealth
California
$1M

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.26M
3
Wells Fargo
3
Wells Fargo
California
$4.34M
4
Bank of America
4
Bank of America
North Carolina
$14.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$23.3M 343,776 +9,746 +3%
Bank of America
2
Bank of America
North Carolina
$14.4M 211,945 -19,568 -8%
Ameriprise
3
Ameriprise
Minnesota
$13.4M 198,210 +1,735 +0.9%
UBS Group
4
UBS Group
Switzerland
$12.3M 180,754 +10,621 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.2M 179,644 +1,538 +0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.4M 152,651 -8,153 -5%
CAAS
7
Capital Asset Advisory Services
Michigan
$9.41M 138,709 +3,173 +2%
Morgan Stanley
8
Morgan Stanley
New York
$5.26M 77,566 -30,264 -28%
KTA
9
Keeley-Teton Advisors
Illinois
$4.75M 70,022 -1,021 -1%
ACA
10
Ascension Capital Advisors
Texas
$4.72M 69,559 +10,492 +18%
AAM
11
Ascension Asset Management
New York
$4.72M 69,559 +69,559 New
Wells Fargo
12
Wells Fargo
California
$4.34M 63,998 -20,582 -24%
LPL Financial
13
LPL Financial
California
$3.26M 47,980 -3,418 -7%
APA
14
American Portfolios Advisors
New York
$2.6M 38,379 -2,759 -7%
IFA
15
Interactive Financial Advisors
Illinois
$2.45M 36,062 -4,298 -11%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.44M 35,925 +300 +0.8%
Brown Advisory
17
Brown Advisory
Maryland
$2.44M 35,936 +16,160 +82%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.42M 35,732 +1,476 +4%
CI
19
CX Institutional
Indiana
$2.24M 33,044 +33,044 New
BFM
20
Boston Financial Management
Massachusetts
$1.74M 25,700 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$1.71M 25,208 -6,904 -21%
TCA
22
Taconic Capital Advisors
New York
$1.7M 25,000 +25,000 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.18M 17,439 -582 -3%
CMP
24
Courage Miller Partners
Virginia
$1.13M 16,615 -322 -2%
RW
25
RVW Wealth
California
$1M 2,992 +2,992 New
1
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