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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

139 hedge funds and large institutions have $288M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
41
Reduced
50
Closed
18
Calls
$21K
Puts
$449K
Net Calls
-$428K
Net Calls Change
+$2.31M

Top Buyers

1
CAAS
Capital Asset Advisory Services
Michigan
+$2.88M
2
Ameriprise
Ameriprise
Minnesota
+$2.67M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.09M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.96M
5
ML
McAdam LLC
Pennsylvania
+$1.85M

Top Sellers

1
CCA
Clearwater Capital Advisors
Illinois
-$11M
2
Bank of America
Bank of America
North Carolina
-$5.28M
3
Goldman Sachs
Goldman Sachs
New York
-$4.44M
4
Stifel Financial
Stifel Financial
Missouri
-$1.99M
5
SPIA
Steward Partners Investment Advisory
New York
-$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$36.8M +$2.67M +37,830 +8%
Morgan Stanley
2
Morgan Stanley
New York
$28.8M -$1.35M -19,121 -4%
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$28.5M +$434K +6,140 +2%
CAAS
4
Capital Asset Advisory Services
Michigan
$27.8M +$2.88M +40,809 +12%
Bank of America
5
Bank of America
North Carolina
$16.4M -$5.28M -74,828 -24%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.3M +$39.2K +555 +0.3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$8.39M +$713K +10,103 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.7M -$32.7K -463 -0.4%
LPL Financial
9
LPL Financial
California
$6.62M -$178K -2,521 -3%
Goldman Sachs
10
Goldman Sachs
New York
$6.44M -$4.44M -62,848 -41%
MML Investors Services
11
MML Investors Services
Massachusetts
$6.4M -$159K -2,256 -2%
Wells Fargo
12
Wells Fargo
California
$6.03M -$430K -6,092 -7%
ACA
13
Ascension Capital Advisors
Texas
$5.21M -$5.51K -78 -0.1%
BRWA
14
B. Riley Wealth Advisors
Florida
$5.19M -$1.44M -20,459 -22%
KTA
15
Keeley-Teton Advisors
Illinois
$4.78M -$37.4K -529 -0.8%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$3.54M +$1.96M +27,753 +124%
UBS Group
17
UBS Group
Switzerland
$3.34M -$95.6K -1,354 -3%
RJA
18
Raymond James & Associates
Florida
$3.22M -$1.03M -14,650 -24%
CWM
19
Castle Wealth Management
Florida
$3.08M +$386K +5,470 +14%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.82M +$2.09M +29,588 +286%
AC
21
Avestar Capital
New York
$2.63M +$251K +3,556 +11%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.43M -$1.05M -14,848 -30%
BlackRock
23
BlackRock
New York
$2.28M – – –
IFA
24
Interactive Financial Advisors
Illinois
$2.28M -$78K -1,104 -3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.21M -$291K -4,123 -12%
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