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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

134 hedge funds and large institutions have $526M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+23
Holders Change %
+20.72%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
58
Reduced
18
Closed
8
Calls
$907K
Puts
$308K
Net Calls
+$599K
Net Calls Change
+$174K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$152M
2
PS
Portfolio Strategies
New York
$28.7M
3
Osaic Holdings
Osaic Holdings
Arizona
$15.6M
4
Wells Fargo
Wells Fargo
California
$16.3M
5
Jane Street
Jane Street
New York
$7.75M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.97M
2
MCM
Mainstay Capital Management
Michigan
$0
3
ZIM
Zacks Investment Management
Illinois
$0
4
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$30.3M
5
CAAS
Capital Asset Advisory Services
Michigan
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$152M +$152M +1,771,270 New
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$30.3M -$770K -8,995 -2%
PS
3
Portfolio Strategies
New York
$28.7M +$28.7M +335,467 New
Bank of America
4
Bank of America
North Carolina
$25M +$2.7M +31,550 +12%
Ameriprise
5
Ameriprise
Minnesota
$24.7M +$1.4M +16,365 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22.6M +$1.92M +22,411 +9%
UBS Group
7
UBS Group
Switzerland
$17.3M +$242K +2,829 +1%
Wells Fargo
8
Wells Fargo
California
$16.3M +$8.04M +93,939 +97%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16.1M +$1.31M +15,354 +9%
CAAS
10
Capital Asset Advisory Services
Michigan
$15.6M -$730K -8,535 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.6M +$11.9M +138,849 +324%
CCA
12
Clearwater Capital Advisors
Illinois
$15.3M +$406K +4,741 +3%
Morgan Stanley
13
Morgan Stanley
New York
$13.4M +$4.07M +47,594 +43%
RJA
14
Raymond James & Associates
Florida
$8.55M +$1.7M +19,910 +25%
Jane Street
15
Jane Street
New York
$7.75M +$7.75M +90,511 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.97M -$2.43M -28,373 -26%
ACA
17
Ascension Capital Advisors
Texas
$6.02M -$35K -409 -0.6%
KTA
18
Keeley-Teton Advisors
Illinois
$5.8M -$11K -129 -0.2%
LPL Financial
19
LPL Financial
California
$5.38M +$688K +8,043 +15%
IFA
20
Interactive Financial Advisors
Illinois
$4.19M -$62.2K -727 -1%
ACP
21
Aveo Capital Partners
Colorado
$3.94M +$3.94M +46,046 New
Citadel Advisors
22
Citadel Advisors
Florida
$3.93M +$783K +9,156 +25%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.55M +$710K +8,297 +25%
Brown Advisory
24
Brown Advisory
Maryland
$3.38M +$171 +2 +0%
BRWA
25
B. Riley Wealth Advisors
Florida
$3.15M +$3.15M +36,802 New
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