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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

137 hedge funds and large institutions have $392M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
46
Reduced
47
Closed
21
Calls
$346K
Puts
$1.17M
Net Calls
-$828K
Net Calls Change
-$649K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$53.6M
2
ECM
Evergreen Capital Management
Washington
$6.64M
3
Goldman Sachs
Goldman Sachs
New York
$4.63M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$12.3M
5
CAM
Cresset Asset Management
Illinois
$5.88M

Top Sellers

1
LPL Financial
LPL Financial
California
$5.85M
2
TCA
Taconic Capital Advisors
New York
$0
3
Bank of America
Bank of America
North Carolina
$5.86M
4
Wells Fargo
Wells Fargo
California
$5.71M
5
CAAS
Capital Asset Advisory Services
Michigan
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.6M +$24.2M +329,549 +82%
Ameriprise
2
Ameriprise
Minnesota
$41.3M +$500K +6,798 +1%
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$32.6M +$1.04M +14,146 +3%
CAAS
4
Capital Asset Advisory Services
Michigan
$32.3M -$898K -12,209 -3%
AWM
5
Axxcess Wealth Management
California
$31.7M -$882K -12,002 -3%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$3.17M +43,106 +35%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.1M +$502K +6,827 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.4M -$407K -5,539 -3%
PA
9
Procyon Advisors
Connecticut
$9.51M +$637K +8,663 +7%
CPG
10
Cornerstone Planning Group
New Jersey
$7.88M +$1.38M +18,838 +21%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.94M +$1.14M +15,471 +20%
MHS
12
M Holdings Securities
Oregon
$6.71M +$107K +1,460 +2%
ECM
13
Evergreen Capital Management
Washington
$6.64M +$6.64M +90,263 New
CAM
14
Cresset Asset Management
Illinois
$5.88M +$2.47M +33,637 +73%
Bank of America
15
Bank of America
North Carolina
$5.86M -$1.16M -15,821 -17%
LPL Financial
16
LPL Financial
California
$5.85M -$1.84M -24,968 -24%
MML Investors Services
17
MML Investors Services
Massachusetts
$5.85M +$239K +3,248 +4%
Wells Fargo
18
Wells Fargo
California
$5.71M -$1.11M -15,057 -16%
ACA
19
Ascension Capital Advisors
Texas
$5.25M -$58.5K -796 -1%
Goldman Sachs
20
Goldman Sachs
New York
$4.63M +$4.01M +54,532 +647%
KTA
21
Keeley-Teton Advisors
Illinois
$4.5M -$67.1K -912 -1%
UBS Group
22
UBS Group
Switzerland
$4.46M +$1.14M +15,474 +34%
PCIG
23
Partners Capital Investment Group
Massachusetts
$4.26M +$85.7K +1,166 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$3.46M +$127K +1,726 +4%
RJA
25
Raymond James & Associates
Florida
$3.26M +$1.76K +24 +0.1%
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