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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 $210M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
33
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$5.16M
2
RJA
2
Raymond James & Associates
Florida
$5.59M
3
Ameriprise
3
Ameriprise
Minnesota
$18.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.86M

Top Sellers

1
AAM
1
Ascension Asset Management
New York
$0
2
CI
2
CX Institutional
Indiana
$40K
3
Bank of America
3
Bank of America
North Carolina
$14.1M
4
BL
4
BFSG LLC
California
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$26M 351,931 +8,155 +2%
Ameriprise
2
Ameriprise
Minnesota
$18.9M 254,669 +56,459 +28%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.5M 223,266 +43,622 +24%
UBS Group
4
UBS Group
Switzerland
$14.4M 194,077 +13,323 +7%
Bank of America
5
Bank of America
North Carolina
$14.1M 191,017 -20,928 -10%
CAAS
6
Capital Asset Advisory Services
Michigan
$13.4M 180,838 +42,129 +30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11M 148,124 -4,527 -3%
GWM
8
Geneos Wealth Management
Colorado
$8.75M 109,859 +675 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$5.79M 78,308 +742 +1%
Wells Fargo
10
Wells Fargo
California
$5.61M 75,772 +11,774 +18%
RJA
11
Raymond James & Associates
Florida
$5.59M 75,530 +66,387 +726%
CCA
12
Clearwater Capital Advisors
Illinois
$5.16M 69,745 +69,745 New
ACA
13
Ascension Capital Advisors
Texas
$5.07M 68,557 -1,002 -1%
KTA
14
Keeley-Teton Advisors
Illinois
$5.06M 68,390 -1,632 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.86M 52,157 +43,299 +489%
IFA
16
Interactive Financial Advisors
Illinois
$3.83M 51,724 +15,662 +43%
LPL Financial
17
LPL Financial
California
$3.65M 49,323 +1,343 +3%
Brown Advisory
18
Brown Advisory
Maryland
$2.66M 35,936 – –
MML Investors Services
19
MML Investors Services
Massachusetts
$2.53M 34,167 -1,565 -4%
APA
20
American Portfolios Advisors
New York
$2.49M 33,706 -4,673 -12%
TCA
21
Taconic Capital Advisors
New York
$2.22M 30,000 +5,000 +20%
Citadel Advisors
22
Citadel Advisors
Florida
$2.15M 29,005 +29,005 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.09M 28,225 -7,700 -21%
BFM
24
Boston Financial Management
Massachusetts
$1.9M 25,700 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$1.67M 22,509 -2,699 -11%
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