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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

156 hedge funds and large institutions have $511M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+22
Holders Change %
+16.42%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
57
Reduced
37
Closed
15
Calls
$914K
Puts
$844K
Net Calls
+$70K
Net Calls Change
-$529K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$30.5M
2
Bank of America
Bank of America
North Carolina
$38.1M
3
Goldman Sachs
Goldman Sachs
New York
$6.93M
4
Ameriprise
Ameriprise
Minnesota
$34.4M
5
HT
HAP Trading
New York
$3.98M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$77M
2
PS
Portfolio Strategies
New York
$0
3
Jane Street
Jane Street
New York
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$12.8M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$77M -$97M -987,387 -56%
Bank of America
2
Bank of America
North Carolina
$38.1M +$9.35M +95,166 +33%
Ameriprise
3
Ameriprise
Minnesota
$34.4M +$6.14M +62,499 +22%
FPTW
4
Franklin, Parlapiano, Turner & Welch
Texas
$34M -$676K -6,882 -2%
Morgan Stanley
5
Morgan Stanley
New York
$30.5M +$15.1M +153,345 +98%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$26.4M +$482K +4,905 +2%
Wells Fargo
7
Wells Fargo
California
$20.7M +$1.97M +20,044 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19.1M +$656K +6,683 +4%
UBS Group
9
UBS Group
Switzerland
$18.4M -$1.48M -15,035 -7%
CCA
10
Clearwater Capital Advisors
Illinois
$17.6M +$33.5K +341 +0.2%
CAAS
11
Capital Asset Advisory Services
Michigan
$17.1M -$867K -8,831 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.8M -$5.03M -51,212 -28%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$10.4M +$2.35M +23,966 +29%
RJA
14
Raymond James & Associates
Florida
$10.3M +$485K +4,934 +5%
LPL Financial
15
LPL Financial
California
$9.37M +$3.18M +32,418 +52%
ACA
16
Ascension Capital Advisors
Texas
$7.09M +$182K +1,851 +3%
Goldman Sachs
17
Goldman Sachs
New York
$6.93M +$6.63M +67,535 +2,233%
KTA
18
Keeley-Teton Advisors
Illinois
$6.74M +$83.9K +854 +1%
IFA
19
Interactive Financial Advisors
Illinois
$4.9M +$96.4K +981 +2%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$4.8M +$1.3M +13,273 +37%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.38M +$303K +3,084 +7%
ACP
22
Aveo Capital Partners
Colorado
$4.24M -$283K -2,880 -6%
Brown Advisory
23
Brown Advisory
Maryland
$3.98M +$105K +1,069 +3%
HT
24
HAP Trading
New York
$3.98M +$3.98M +40,479 New
BRWA
25
B. Riley Wealth Advisors
Florida
$3.86M +$247K +2,516 +7%
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