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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

50 hedge funds and large institutions have $99.1M invested in iShares Residential and Multisector Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
12
Increased
16
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Niemann Capital Management
Nevada
$17.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.03M
3
UCFA
3
United Capital Financial Advisors
Texas
$4.2M
4
FPTW
4
Franklin, Parlapiano, Turner & Welch
Texas
$13.3M
5
CIM
5
Confluence Investment Management
Missouri
$5.34M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.51M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.36M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Canal Capital Management
Virginia
$492K +$492K +8,360 New
NFG
27
Nadler Financial Group
Illinois
$458K +$38.3K +650 +9%
Ameriprise
28
Ameriprise
Minnesota
$374K +$155K +2,628 +71%
FAAS
29
First Allied Advisory Services
California
$349K +$349K +5,901 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$331K -$162K -2,752 -33%
ACM
31
Alpha Capital Management
Texas
$309K – – –
MCM
32
Murphy Capital Management
New Jersey
$307K +$59 +1 +0%
CIA
33
Capital Investment Advisors
Georgia
$280K – – –
MAM
34
Marquette Asset Management
Minnesota
$256K – – –
CWM
35
Cabot Wealth Management
Massachusetts
$233K – – –
BCM
36
Boltwood Capital Management
California
$212K +$212K +3,600 New
AIG
37
American International Group
New York
$132K +$34.3K +583 +35%
Creative Planning
38
Creative Planning
Kansas
$98K +$44.9K +765 +85%
RCG
39
Ruggie Capital Group
Florida
$73K +$73K +1,200 New
MFS
40
MSI Financial Services
Massachusetts
$72K -$18.7K -318 -21%
NPC
41
National Planning Corporation
California
$59K +$59K +950 New
NFG
42
Next Financial Group
Texas
$42K -$63.3K -1,077 -60%
NES
43
New England Securities
New York
$17K -$2.27K -38 -12%
Citigroup
44
Citigroup
New York
$12K -$4.26K -71 -26%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$12K – – –
WEC
46
Winslow Evans & Crocker
Massachusetts
$4.01K – – –
RIA
47
Regal Investment Advisors
Michigan
$2K +$2K +30 New
BRWA
48
B. Riley Wealth Advisors
Florida
$1.81K +$25 +426 +1%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$384 +$371 +6,296 +2,798%
Jane Street
50
Jane Street
New York
– -$807K -15,778 Closed
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