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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 $333M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
45
Reduced
42
Closed
13
Calls
$36K
Puts
$987K
Net Calls
-$951K
Net Calls Change
-$123K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$5.31M
2
VanEck Associates
2
VanEck Associates
New York
$2.42M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$1.91M
4
CAAS
4
Capital Asset Advisory Services
Michigan
$32.6M
5
AWM
5
Axxcess Wealth Management
California
$32.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.1M
3
AFAS
3
Acorn Financial Advisory Services
Virginia
$0
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$2.09M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$33.1M 459,056 +15,972 +4%
AWM
2
Axxcess Wealth Management
California
$32.6M 452,915 +21,607 +5%
CAAS
3
Capital Asset Advisory Services
Michigan
$32.6M 462,503 +23,150 +5%
Morgan Stanley
4
Morgan Stanley
New York
$26.1M 362,468 -366,800 -50%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$13.2M 183,549 +16,482 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.3M 157,374 -7,057 -4%
Ameriprise
7
Ameriprise
Minnesota
$10.9M 150,520 -411,324 -73%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.5M 145,577 -9,377 -6%
PA
9
Procyon Advisors
Connecticut
$10M 138,925 +9,526 +7%
CPG
10
Cornerstone Planning Group
New Jersey
$8.62M 119,697 +12,484 +12%
ECM
11
Evergreen Capital Management
Washington
$7.45M 103,417 +13,154 +15%
MHS
12
M Holdings Securities
Oregon
$7.03M 97,490 +6,197 +7%
CAM
13
Cresset Asset Management
Illinois
$5.92M 82,117 +2,170 +3%
MML Investors Services
14
MML Investors Services
Massachusetts
$5.62M 77,926 -1,601 -2%
ACA
15
Ascension Capital Advisors
Texas
$5.38M 74,697 +3,239 +5%
SAG
16
SageView Advisory Group
California
$5.31M 32,329 +32,329 New
LPL Financial
17
LPL Financial
California
$5.17M 71,737 -7,809 -10%
Bank of America
18
Bank of America
North Carolina
$4.95M 68,616 -11,157 -14%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.92M 68,251 -26,209 -28%
UBS Group
20
UBS Group
Switzerland
$4.39M 60,923 +302 +0.5%
KTA
21
Keeley-Teton Advisors
Illinois
$4.39M 60,864 -339 -0.6%
Wells Fargo
22
Wells Fargo
California
$3.72M 51,580 -26,152 -34%
CWM
23
Castle Wealth Management
Florida
$3.37M 46,707 +11,929 +34%
Goldman Sachs
24
Goldman Sachs
New York
$3.32M 46,052 -16,912 -27%
PGF
25
Plan Group Financial
Oklahoma
$3.17M 43,932 +6,260 +17%
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