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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

48 hedge funds and large institutions have $103M invested in iShares Residential and Multisector Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
4
Increased
18
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFA
1
Interactive Financial Advisors
Illinois
$1.77M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.33M
3
WBG
3
Wharton Business Group
Pennsylvania
$24.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.53M
5
FPTW
5
Franklin, Parlapiano, Turner & Welch
Texas
$8.99M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.69M
2
QA
2
Quantitative Advantage
Minnesota
$0
3
CWM
3
Cabot Wealth Management
Massachusetts
$322K
4
Comerica Bank
4
Comerica Bank
Texas
$11.4M
5
FHC
5
First Heartland Consultants
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$322K -$4.11M -85,658 -93%
ICOA
27
Investment Centers of America
North Dakota
$290K +$16.1K +330 +6%
MCM
28
Murphy Capital Management
New Jersey
$250K +$96 +2 +0%
PI
29
Placemark Investments
Illinois
$243K +$33.9K +708 +16%
TH
30
Timber Hill
Connecticut
$234K +$234K +4,877 New
CS
31
Credit Suisse
Switzerland
$219K -$1.03M -21,502 -82%
CAN
32
Cetera Advisor Networks
California
$205K +$11.7K +243 +6%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$204K +$204K +4,266 New
PAS
34
Partnervest Advisory Services
California
$164K +$16.8K +350 +11%
Ameriprise
35
Ameriprise
Minnesota
$110K -$9.11K -190 -8%
MFS
36
MSI Financial Services
Massachusetts
$105K -$93.1K -1,942 -47%
AIG
37
American International Group
New York
$67.1K -$6.72K -140 -9%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$52K +$8.74K +182 +20%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$42K -$240K -4,937 -85%
NES
40
New England Securities
New York
$39K +$2.19K +46 +6%
WRM
41
Westport Resources Management
Connecticut
$24K – – –
Creative Planning
42
Creative Planning
Kansas
$19K +$3.7K +76 +24%
AA
43
Apriem Advisors
California
$12K – – –
SFS
44
Signator Financial Services
Massachusetts
$11K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$10K – – –
Citigroup
46
Citigroup
New York
$5K – – –
MA
47
MCF Advisors
Kentucky
$3K +$3K +50 New
EU
48
Emory University
Georgia
$2K – – –
QA
49
Quantitative Advantage
Minnesota
– -$5.38M -105,084 Closed
FHC
50
First Heartland Consultants
Missouri
– -$2.38M -46,482 Closed
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