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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

148 hedge funds and large institutions have $466M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-27
Holders Change %
-15.43%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
21
Increased
55
Reduced
43
Closed
47
Calls
$728K
Puts
$2.07M
Net Calls
-$1.34M
Net Calls Change
-$1.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86.7M
2
CAN
Cetera Advisor Networks
California
$8.09M
3
Goldman Sachs
Goldman Sachs
New York
$9.46M
4
BRWA
B. Riley Wealth Advisors
Florida
$8.5M
5
ML
McAdam LLC
Pennsylvania
$3.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$32K
2
Ameriprise
Ameriprise
Minnesota
$36.4M
3
Wells Fargo
Wells Fargo
California
$8.57M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.1M
5
Bank of America
Bank of America
North Carolina
$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$86.7M +$86.3M +1,078,486 +22,385%
Morgan Stanley
2
Morgan Stanley
New York
$38.7M +$542K +6,776 +1%
Ameriprise
3
Ameriprise
Minnesota
$36.4M -$18M -225,332 -33%
Bank of America
4
Bank of America
North Carolina
$30.1M -$6.24M -78,029 -17%
FPTW
5
Franklin, Parlapiano, Turner & Welch
Texas
$29.4M +$1.09M +13,580 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.1M -$6.57M -82,086 -27%
UBS Group
7
UBS Group
Switzerland
$15.6M -$2.84M -35,530 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.1M -$243K -3,032 -2%
CCA
9
Clearwater Capital Advisors
Illinois
$13.2M -$736K -9,199 -5%
CAAS
10
Capital Asset Advisory Services
Michigan
$13.1M -$3.6K -45 -0%
Goldman Sachs
11
Goldman Sachs
New York
$9.46M +$6.07M +75,879 +179%
Wells Fargo
12
Wells Fargo
California
$8.57M -$9.96M -124,493 -54%
BRWA
13
B. Riley Wealth Advisors
Florida
$8.5M +$5.46M +68,321 +180%
LPL Financial
14
LPL Financial
California
$8.21M -$50.9K -636 -0.6%
RJA
15
Raymond James & Associates
Florida
$8.18M +$58.7K +734 +0.7%
CAN
16
Cetera Advisor Networks
California
$8.09M +$6.89M +86,159 +576%
ACA
17
Ascension Capital Advisors
Texas
$5.92M -$35.4K -443 -0.6%
KTA
18
Keeley-Teton Advisors
Illinois
$5.5M -$134K -1,670 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.32M +$3.11M +38,853 +140%
MML Investors Services
20
MML Investors Services
Massachusetts
$4.39M -$199K -2,487 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.26M -$4.35M -54,386 -51%
IFA
22
Interactive Financial Advisors
Illinois
$3.68M -$138K -1,715 -4%
ML
23
McAdam LLC
Pennsylvania
$3.3M +$3.3M +41,191 New
FTUS
24
Flow Traders U.S.
New York
$3.27M +$676K +8,449 +26%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3.27M -$1.92M -23,958 -37%
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