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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

111 hedge funds and large institutions have $275M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+17
Holders Change %
+18.09%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
47
Reduced
22
Closed
7
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$425K

Top Buyers

1
CCA
Clearwater Capital Advisors
Illinois
$14.5M
2
Bank of America
Bank of America
North Carolina
$21.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$9.15M
4
EWA
Evolution Wealth Advisors
Florida
$2.85M
5
Morgan Stanley
Morgan Stanley
New York
$9.12M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
$91K
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.18M
3
APA
American Portfolios Advisors
New York
$2.25M
4
TCA
Taconic Capital Advisors
New York
$2.08M
5
Goldman Sachs
Goldman Sachs
New York
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$30.2M +$881K +10,570 +3%
Ameriprise
2
Ameriprise
Minnesota
$22.6M +$1.43M +17,130 +7%
Bank of America
3
Bank of America
North Carolina
$21.7M +$5.81M +69,694 +36%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.2M +$1.55M +18,544 +8%
UBS Group
5
UBS Group
Switzerland
$16.6M +$430K +5,163 +3%
CAAS
6
Capital Asset Advisory Services
Michigan
$15.9M +$868K +10,411 +6%
CCA
7
Clearwater Capital Advisors
Illinois
$14.5M +$8.67M +103,991 +149%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.4M +$2.05M +24,614 +17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.15M +$4.8M +57,614 +110%
Morgan Stanley
10
Morgan Stanley
New York
$9.12M +$2.6M +31,161 +40%
Wells Fargo
11
Wells Fargo
California
$8.04M +$1.73M +20,703 +27%
RJA
12
Raymond James & Associates
Florida
$6.67M +$375K +4,498 +6%
ACA
13
Ascension Capital Advisors
Texas
$5.9M +$183K +2,193 +3%
KTA
14
Keeley-Teton Advisors
Illinois
$5.66M -$41K -492 -0.7%
LPL Financial
15
LPL Financial
California
$4.57M +$463K +5,558 +11%
IFA
16
Interactive Financial Advisors
Illinois
$4.14M -$171K -2,057 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.58M +$1.7M +20,386 +91%
Brown Advisory
18
Brown Advisory
Maryland
$3.29M +$294K +3,525 +10%
FI
19
Financial Insights
Washington
$3.27M -$242K -290 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$3.06M +$645K +7,746 +27%
EWA
21
Evolution Wealth Advisors
Florida
$2.85M +$2.85M +34,170 New
MML Investors Services
22
MML Investors Services
Massachusetts
$2.77M -$80.1K -961 -3%
MCM
23
Mainstay Capital Management
Michigan
$2.35M +$2.35M +22,961 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.35M +$960K +11,520 +69%
APA
25
American Portfolios Advisors
New York
$2.25M -$554K -6,654 -20%
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