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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

140 hedge funds and large institutions have $315M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
51
Reduced
41
Closed
15
Calls
$352K
Puts
$602K
Net Calls
-$250K
Net Calls Change
+$178K

Top Buyers

1
CAM
Cresset Asset Management
Illinois
$3.26M
2
CAAS
Capital Asset Advisory Services
Michigan
$32.8M
3
Bank of America
Bank of America
North Carolina
$19.7M
4
Ameriprise
Ameriprise
Minnesota
$40.6M
5
Citadel Advisors
Citadel Advisors
Florida
$3.07M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
$2.38M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.02M
3
AC
Avestar Capital
New York
$0
4
TRCT
Tower Research Capital (TRC)
New York
$8.57K
5
Goldman Sachs
Goldman Sachs
New York
$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$40.6M +$2.36M +32,141 +6%
CAAS
2
Capital Asset Advisory Services
Michigan
$32.8M +$3.08M +40,751 +10%
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$30.9M +$1.37M +18,653 +5%
Morgan Stanley
4
Morgan Stanley
New York
$30.4M +$539K +7,363 +2%
Bank of America
5
Bank of America
North Carolina
$19.7M +$2.63M +35,849 +15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.2M -$1.54M -20,995 -12%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$8.7M -$7.84K -107 -0.1%
Wells Fargo
8
Wells Fargo
California
$8.29M +$2.03M +27,746 +32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.06M +$67.3K +918 +0.8%
LPL Financial
10
LPL Financial
California
$7.69M +$827K +11,288 +12%
MML Investors Services
11
MML Investors Services
Massachusetts
$7.01M +$370K +5,052 +6%
ACA
12
Ascension Capital Advisors
Texas
$5.41M +$12.7K +173 +0.2%
CPG
13
Cornerstone Planning Group
New Jersey
$5.38M +$5.38M +73,408 New
Goldman Sachs
14
Goldman Sachs
New York
$5.12M -$1.57M -21,381 -23%
KTA
15
Keeley-Teton Advisors
Illinois
$4.6M -$362K -4,945 -7%
RJA
16
Raymond James & Associates
Florida
$3.36M +$24.4K +333 +0.7%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.31M +$383K +5,227 +13%
CWM
18
Castle Wealth Management
Florida
$3.29M +$91K +1,242 +3%
UBS Group
19
UBS Group
Switzerland
$3.28M -$179K -2,442 -5%
CAM
20
Cresset Asset Management
Illinois
$3.26M +$3.26M +44,452 New
Citadel Advisors
21
Citadel Advisors
Florida
$3.07M +$2.11M +28,798 +220%
BRWA
22
B. Riley Wealth Advisors
Florida
$2.38M -$3.01M -41,015 -56%
BlackRock
23
BlackRock
New York
$2.37M – – –
IFA
24
Interactive Financial Advisors
Illinois
$2.25M -$116K -1,587 -5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.24M -$508K -6,938 -19%
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