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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

175 hedge funds and large institutions have $616M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+19
Holders Change %
+12.18%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
71
Reduced
37
Closed
18
Calls
$2.62M
Puts
$2.36M
Net Calls
+$260K
Net Calls Change
+$190K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$65.3M
2
Morgan Stanley
Morgan Stanley
New York
$45.8M
3
AssetMark Inc
AssetMark Inc
California
$86.8M
4
Bank of America
Bank of America
North Carolina
$43.6M
5
CIM
Cambria Investment Management
California
$6.02M

Top Sellers

1
HT
HAP Trading
New York
$0
2
ACP
Aveo Capital Partners
Colorado
$690K
3
Goldman Sachs
Goldman Sachs
New York
$4.07M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$7.45M
5
Osaic Holdings
Osaic Holdings
Arizona
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$86.8M +$11.6M +120,902 +15%
Ameriprise
2
Ameriprise
Minnesota
$65.3M +$31.6M +328,948 +94%
Morgan Stanley
3
Morgan Stanley
New York
$45.8M +$16M +166,767 +54%
Bank of America
4
Bank of America
North Carolina
$43.6M +$6.42M +66,979 +17%
FPTW
5
Franklin, Parlapiano, Turner & Welch
Texas
$33.9M +$697K +7,272 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$29.6M +$3.8M +39,613 +15%
Wells Fargo
7
Wells Fargo
California
$22.2M +$2.04M +21,218 +10%
UBS Group
8
UBS Group
Switzerland
$22.1M +$4.17M +43,510 +23%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$17.2M -$1.46M -15,249 -8%
CCA
10
Clearwater Capital Advisors
Illinois
$16.7M -$470K -4,896 -3%
CAAS
11
Capital Asset Advisory Services
Michigan
$15.7M -$979K -10,204 -6%
Osaic Holdings
12
Osaic Holdings
Arizona
$11M -$2.35M -22,969 -18%
LPL Financial
13
LPL Financial
California
$9.9M +$756K +7,885 +8%
RJA
14
Raymond James & Associates
Florida
$9.74M -$322K -3,355 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.45M -$2.66M -27,733 -26%
ACA
16
Ascension Capital Advisors
Texas
$7.14M +$220K +2,290 +3%
KTA
17
Keeley-Teton Advisors
Illinois
$6.76M +$173K +1,805 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.22M +$4.76M +49,624 +326%
BIM
19
Bullseye Investment Management
Ohio
$6.06M +$2.71M +28,254 +81%
CIM
20
Cambria Investment Management
California
$6.02M +$6.02M +62,800 New
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$5.79M +$1.1M +11,498 +24%
MML Investors Services
22
MML Investors Services
Massachusetts
$5.5M +$1.23M +12,784 +29%
ACA
23
Ackerman Capital Advisors
Texas
$5.22M +$5.22M +54,385 New
SWP
24
Strategic Wealth Partners
Ohio
$4.73M +$4.73M +49,323 New
Brown Advisory
25
Brown Advisory
Maryland
$4.65M +$759K +7,918 +20%
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