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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

55 hedge funds and large institutions have $72.4M invested in iShares Residential and Multisector Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
13
Reduced
24
Closed
10
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$80K

Top Buyers

1
TRCT
Tower Research Capital (TRC)
New York
$3.92M
2
Citadel Advisors
Citadel Advisors
Florida
$2.64M
3
Goldman Sachs
Goldman Sachs
New York
$1.18M
4
CIM
Confluence Investment Management
Missouri
$5.76M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$4.36M

Top Sellers

1
NCM
Niemann Capital Management
Nevada
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$398K
3
UCFA
United Capital Financial Advisors
Texas
$208K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.3M
5
Morgan Stanley
Morgan Stanley
New York
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$409K -$23K -411 -5%
NFG
27
Nadler Financial Group
Illinois
$408K -$28K -500 -6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$398K -$13.4M -239,308 -97%
Ameriprise
29
Ameriprise
Minnesota
$389K +$56 +1 +0%
Millennium Management
30
Millennium Management
New York
$293K +$293K +5,231 New
FAAS
31
First Allied Advisory Services
California
$274K -$76.2K -1,378 -22%
CIA
32
Capital Investment Advisors
Georgia
$271K – – –
MCM
33
Murphy Capital Management
New Jersey
$261K +$56 +1 +0%
MAM
34
Marquette Asset Management
Minnesota
$244K – – –
CWM
35
Cabot Wealth Management
Massachusetts
$218K -$3.25K -58 -1%
TSS
36
Two Sigma Securities
New York
$215K +$215K +3,832 New
CS
37
Credit Suisse
Switzerland
$215K +$215K +3,835 New
KAM
38
Keeley Asset Management
Illinois
$213K +$213K +3,800 New
UCFA
39
United Capital Financial Advisors
Texas
$208K -$11.2M -199,384 -98%
BCM
40
Boltwood Capital Management
California
$202K – – –
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$201K -$57K -1,016 -22%
AIG
42
American International Group
New York
$74K +$3.87K +69 +6%
MFS
43
MSI Financial Services
Massachusetts
$73K -$6.56K -117 -8%
RCG
44
Ruggie Capital Group
Florida
$66K +$66K +1,090 New
NFG
45
Next Financial Group
Texas
$41K +$2.2K +40 +6%
FIG
46
Fusion Investment Group
Pennsylvania
$35K +$35K +617 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$30K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$28K +$28K +500 New
MAA
49
Managed Account Advisors
New Jersey
$12K +$12K +207 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$11K – – –
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2
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