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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

69 hedge funds and large institutions have $132M invested in iShares Residential and Multisector Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
22
Reduced
16
Closed
8
Calls
$436K
Puts
$1.44M
Net Calls
-$1M
Net Calls Change
-$544K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$25.7M
2
Jane Street
2
Jane Street
New York
$1.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.43M
4
LPL Financial
4
LPL Financial
California
$3.94M
5
FPTW
5
Franklin, Parlapiano, Turner & Welch
Texas
$17.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
TSS
2
Two Sigma Securities
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$5.7M
4
ICOA
4
Investment Centers of America
North Dakota
$0
5
FHC
5
First Heartland Consultants
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$627K -$253K -4,069 -29%
VA
27
Valmark Advisers
Ohio
$596K +$596K +9,575 New
Citigroup
28
Citigroup
New York
$544K +$138K +2,214 +34%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$483K -$4.17K -67 -0.9%
UBS Group
30
UBS Group
Switzerland
$443K -$30.6K -492 -6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$435K -$179K -2,881 -29%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$433K +$10.7K +172 +3%
MCM
33
Murphy Capital Management
New Jersey
$394K -$40.4K -649 -9%
WAG
34
Winthrop Advisory Group
Massachusetts
$336K +$336K +5,700 New
IWM
35
IHT Wealth Management
Illinois
$294K +$30K +495 +11%
NEGWA
36
New England Guild Wealth Advisors
Connecticut
$293K +$293K +4,700 New
FAIM
37
Financial Advocates Investment Management
Washington
$284K +$284K +4,560 New
DC
38
DeDora Capital
California
$259K +$259K +4,162 New
CIA
39
Capital Investment Advisors
Georgia
$247K -$51.6K -831 -17%
AG
40
Advisor Group
Arizona
$246K -$10.8K -172 -4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$233K +$21.6K +346 +10%
BCM
42
Boltwood Capital Management
California
$224K – – –
CWM
43
Cabot Wealth Management
Massachusetts
$218K – – –
GWM
44
Geneos Wealth Management
Colorado
$216K +$13.6K +220 +7%
MAM
45
Marquette Asset Management
Minnesota
$207K – – –
FAAS
46
First Allied Advisory Services
California
$183K +$183K +2,975 New
RCG
47
Ruggie Capital Group
Florida
$60K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$50K -$248 -4 -0.5%
WIM
49
Westside Investment Management
California
$48.6K -$12.2K -200 -20%
CPIG
50
Chicago Partners Investment Group
Illinois
$45K +$24.2K +386 +116%
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