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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

138 hedge funds and large institutions have $345M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 21 closing their positions.

Holders
138
Holders Change
-10
Holders Change %
-6.76%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
43
Reduced
51
Closed
21
Calls
$1.29M
Puts
$2.03M
Net Calls
-$740K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$33.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$7.73M
3
CAAS
3
Capital Asset Advisory Services
Michigan
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341K
2
UBS Group
2
UBS Group
Switzerland
$3.52M
3
CAN
3
Cetera Advisor Networks
California
$1.12M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.93M
5
Ameriprise
5
Ameriprise
Minnesota
$30M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.7M 482,569 -1,382 -0.3%
Bank of America
2
Bank of America
North Carolina
$33.6M 468,085 +91,708 +24%
Ameriprise
3
Ameriprise
Minnesota
$30M 417,240 -37,039 -8%
FPTW
4
Franklin, Parlapiano, Turner & Welch
Texas
$26.3M 365,645 -1,831 -0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.4M 284,337 +57,684 +25%
CAAS
6
Capital Asset Advisory Services
Michigan
$16.8M 233,775 +70,141 +43%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.5M 229,766 +53,272 +30%
CCA
8
Clearwater Capital Advisors
Illinois
$12.4M 172,549 +7,826 +5%
Wells Fargo
9
Wells Fargo
California
$9.04M 125,872 +18,689 +17%
LPL Financial
10
LPL Financial
California
$8.35M 116,298 +13,707 +13%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$7.73M 107,642 +70,805 +192%
Goldman Sachs
12
Goldman Sachs
New York
$6.88M 95,780 -22,481 -19%
BRWA
13
B. Riley Wealth Advisors
Florida
$6.46M 89,924 -16,315 -15%
ACA
14
Ascension Capital Advisors
Texas
$5.4M 75,195 +1,156 +2%
KTA
15
Keeley-Teton Advisors
Illinois
$4.95M 68,952 +194 +0.3%
RJA
16
Raymond James & Associates
Florida
$4.85M 67,455 -34,796 -34%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.25M 59,138 +4,254 +8%
LWAC
18
Laurel Wealth Advisors (California)
California
$3.66M 50,985 +48,370 +1,850%
UBS Group
19
UBS Group
Switzerland
$3.52M 48,967 -146,047 -75%
AWM
20
AE Wealth Management
Kansas
$3.14M 43,765 +14,338 +49%
ML
21
McAdam LLC
Pennsylvania
$3.08M 42,912 +1,721 +4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.96M 41,257 +1,284 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.94M 40,990 +793 +2%
Jane Street
24
Jane Street
New York
$2.9M 40,382 +40,382 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.7M 37,555 +14,011 +60%
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