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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

53 hedge funds and large institutions have $77.6M invested in iShares Residential and Multisector Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
6
Increased
17
Reduced
19
Closed
5
Calls
–
Puts
$608K
Net Calls
-$608K
Net Calls Change
-$608K

Top Buyers

1
AP
Advisors Preferred
Maryland
+$2.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.21M
3
Wells Fargo
Wells Fargo
California
+$877K
4
BRWA
B. Riley Wealth Advisors
Florida
+$805K
5
SG Americas Securities
SG Americas Securities
New York
+$348K

Top Sellers

1
WBG
Wharton Business Group
Pennsylvania
-$9.39M
2
CIM
Confluence Investment Management
Missouri
-$3.53M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$2.48M
4
Bank of America
Bank of America
North Carolina
-$1.23M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Nadler Financial Group
Illinois
$324K -$95.9K -1,800 -23%
ACM
27
Alpha Capital Management
Texas
$279K – – –
MCM
28
Murphy Capital Management
New Jersey
$278K +$53 +1 +0%
KFS
29
KMS Financial Services
Washington
$275K – – –
CS
30
Credit Suisse
Switzerland
$273K +$9.98K +187 +4%
CIA
31
Capital Investment Advisors
Georgia
$264K +$7.19K +135 +3%
MAM
32
Marquette Asset Management
Minnesota
$251K +$3.84K +72 +2%
CWM
33
Cabot Wealth Management
Massachusetts
$211K +$211K +3,948 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$202K +$202K +3,775 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$192K +$130K +2,428 +208%
Ameriprise
36
Ameriprise
Minnesota
$170K +$56.8K +1,069 +50%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$120K +$24.8K +464 +26%
MFS
38
MSI Financial Services
Massachusetts
$90K -$320 -6 -0.4%
AIG
39
American International Group
New York
$66.9K +$1.92K +36 +3%
FIG
40
Fusion Investment Group
Pennsylvania
$33K – – –
WRM
41
Westport Resources Management
Connecticut
$27K – – –
Creative Planning
42
Creative Planning
Kansas
$24K +$5.33K +100 +29%
PAS
43
Partnervest Advisory Services
California
$19K – – –
NES
44
New England Securities
New York
$17K -$10.6K -204 -38%
NFG
45
Next Financial Group
Texas
$17K +$17K +313 New
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$13.5K – – –
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$11K – – –
Citigroup
49
Citigroup
New York
$5K – – –
Deutsche Bank
50
Deutsche Bank
Germany
$5K – – –
1
2
3