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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

175 hedge funds and large institutions have $616M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+22
Holders Change %
+14.38%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
42
Increased
57
Reduced
42
Closed
17
Calls
$462K
Puts
$146K
Net Calls
+$316K
Net Calls Change
+$218K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$86.7M
2
TFA
Tobias Financial Advisors
Florida
+$23.8M
3
Osaic Holdings
Osaic Holdings
Arizona
+$9.32M
4
MHS
M Holdings Securities
Oregon
+$8.68M
5
LPL Financial
LPL Financial
California
+$8.02M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
-$106M
2
CJH
Christopher J. Hasenberg
Wisconsin
-$12.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.48M
4
PA
Procyon Advisors
Connecticut
-$4.76M
5
UBS Group
UBS Group
Switzerland
-$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMH
1
Menora Mivtachim Holdings
Israel
$103M -$106M -1,303,861 -51%
AssetMark Inc
2
AssetMark Inc
California
$86.7M +$86.7M +1,069,789 New
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$37.7M -$835K -10,307 -2%
Morgan Stanley
4
Morgan Stanley
New York
$31.7M +$1.13M +13,960 +4%
AWM
5
Aprio Wealth Management
Georgia
$24.6M +$3.7M +45,685 +18%
TFA
6
Tobias Financial Advisors
Florida
$23.8M +$23.8M +294,129 New
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$15.8M +$882K +10,890 +6%
LPL Financial
8
LPL Financial
California
$14.6M +$8.02M +98,993 +121%
Ameriprise
9
Ameriprise
Minnesota
$13.4M -$775K -9,564 -5%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.4M +$9.32M +115,025 +230%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.7M +$2.04M +25,134 +19%
ECM
12
Evergreen Capital Management
Washington
$12.5M +$648K +7,995 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.4M -$5.48M -67,581 -31%
CPG
14
Cornerstone Planning Group
New Jersey
$11.7M +$449K +5,411 +4%
MHS
15
M Holdings Securities
Oregon
$8.68M +$8.68M +107,167 New
CCM
16
Consolidated Capital Management
California
$8.64M -$162K -2,002 -2%
CIM
17
Cambria Investment Management
California
$8.34M -$62.1K -767 -0.7%
Goldman Sachs
18
Goldman Sachs
New York
$7.75M +$6.1M +75,229 +367%
ACA
19
Ascension Capital Advisors
Texas
$7.22M +$175K +2,160 +2%
CAM
20
Cresset Asset Management
Illinois
$7.05M +$241K +2,980 +4%
VanEck Associates
21
VanEck Associates
New York
$6.48M +$1.28M +15,796 +25%
MML Investors Services
22
MML Investors Services
Massachusetts
$6.01M -$422K -5,206 -7%
Bank of America
23
Bank of America
North Carolina
$4.75M -$8.75K -108 -0.2%
KTA
24
Keeley-Teton Advisors
Illinois
$4.57M -$233K -2,872 -5%
PA
25
Procyon Advisors
Connecticut
$4.56M -$4.76M -58,777 -51%
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