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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

143 hedge funds and large institutions have $302M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
44
Reduced
44
Closed
17
Calls
$3.62M
Puts
$6.36M
Net Calls
-$2.73M
Net Calls Change
-$1.99M

Top Buyers

1
CAAS
Capital Asset Advisory Services
Michigan
$24.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.43M
3
Ameriprise
Ameriprise
Minnesota
$33M
4
Goldman Sachs
Goldman Sachs
New York
$10.5M
5
MML Investors Services
MML Investors Services
Massachusetts
$6.35M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.49M
2
Bank of America
Bank of America
North Carolina
$21M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.53M
4
Morgan Stanley
Morgan Stanley
New York
$29.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$33M +$4.53M +66,224 +16%
Morgan Stanley
2
Morgan Stanley
New York
$29.1M -$3.85M -56,337 -12%
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$27.1M +$2.12M +31,086 +9%
CAAS
4
Capital Asset Advisory Services
Michigan
$24.2M +$8.14M +118,585 +51%
Bank of America
5
Bank of America
North Carolina
$21M -$11M -160,566 -34%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.9M -$3.83M -56,034 -24%
CCA
7
Clearwater Capital Advisors
Illinois
$11M -$747K -10,935 -6%
Goldman Sachs
8
Goldman Sachs
New York
$10.5M +$3.99M +58,320 +61%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.49M -$11.9M -174,798 -61%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$7.43M +$6.42M +93,986 +637%
LPL Financial
11
LPL Financial
California
$6.58M -$1.37M -20,064 -17%
BRWA
12
B. Riley Wealth Advisors
Florida
$6.42M +$273K +3,994 +4%
MML Investors Services
13
MML Investors Services
Massachusetts
$6.35M +$2.3M +33,712 +57%
Wells Fargo
14
Wells Fargo
California
$6.25M -$2.35M -34,374 -27%
ACA
15
Ascension Capital Advisors
Texas
$5.04M -$94.8K -1,387 -2%
KTA
16
Keeley-Teton Advisors
Illinois
$4.67M -$45.9K -672 -1%
RJA
17
Raymond James & Associates
Florida
$4.12M -$494K -7,222 -11%
CPG
18
Cornerstone Planning Group
New Jersey
$4.03M +$4.03M +56,347 New
Osaic Holdings
19
Osaic Holdings
Arizona
$3.37M +$951K +13,915 +39%
UBS Group
20
UBS Group
Switzerland
$3.32M -$26K -380 -0.8%
CWM
21
Castle Wealth Management
Florida
$2.61M +$509K +7,450 +24%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.42M -$398K -5,829 -14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.4M -$405K -5,921 -14%
AC
24
Avestar Capital
New York
$2.3M +$396K +5,801 +21%
IFA
25
Interactive Financial Advisors
Illinois
$2.28M +$367K +5,370 +19%
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