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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

51 hedge funds and large institutions have $75.3M invested in iShares Residential and Multisector Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
12
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.03M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.5M
3
TRCT
Tower Research Capital (TRC)
New York
$882K
4
ACM
Avalon Capital Management
California
$2.05M
5
VKH
Virtu KCG Holdings
New York
$515K

Top Sellers

1
WBG
Wharton Business Group
Pennsylvania
$9.42M
2
Bank of America
Bank of America
North Carolina
$4.14M
3
Comerica Bank
Comerica Bank
Texas
$8.29M
4
RJA
Raymond James & Associates
Florida
$0
5
Wells Fargo
Wells Fargo
California
$2.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Virtu Financial
New York
$282K +$282K +6,239 New
ACM
27
Alpha Capital Management
Texas
$278K -$266K -5,881 -49%
KFS
28
KMS Financial Services
Washington
$270K -$262K -5,825 -49%
MCM
29
Murphy Capital Management
New Jersey
$235K +$90 +2 +0%
CIA
30
Capital Investment Advisors
Georgia
$218K +$218K +4,824 New
PI
31
Placemark Investments
Illinois
$206K -$22.2K -493 -10%
CS
32
Credit Suisse
Switzerland
$206K -$542 -12 -0.3%
Ameriprise
33
Ameriprise
Minnesota
$101K -$2.53K -56 -2%
MFS
34
MSI Financial Services
Massachusetts
$86K -$13.2K -291 -13%
AIG
35
American International Group
New York
$59.1K -$4.02K -89 -6%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$50K +$1.44K +32 +3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$40K +$1.12K +25 +3%
PAS
38
Partnervest Advisory Services
California
$32K -$122K -2,700 -79%
EWM
39
Evercore Wealth Management
New York
$31K +$31K +675 New
NES
40
New England Securities
New York
$24K -$13K -288 -35%
WRM
41
Westport Resources Management
Connecticut
$23K – – –
WEC
42
Winslow Evans & Crocker
Massachusetts
$12K +$12K +277 New
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$11.5K +$11.5K +254 New
Creative Planning
44
Creative Planning
Kansas
$9K -$8.55K -190 -49%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$9K – – –
Citigroup
46
Citigroup
New York
$8K +$3.29K +70 +70%
AA
47
Apriem Advisors
California
$4K -$7.55K -166 -65%
Deutsche Bank
48
Deutsche Bank
Germany
$4K +$4K +100 New
EU
49
Emory University
Georgia
$2K – – –
PIM
50
Parasol Investment Management
Illinois
$1K +$1K +20 New
1
2
3