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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

63 hedge funds and large institutions have $125M invested in iShares Residential and Multisector Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
23
Reduced
18
Closed
9
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.1M
2
SWM
Segment Wealth Management
Texas
$2.35M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.31M
4
VC
Vicus Capital
Pennsylvania
$2.46M
5
QA
Quantitative Advantage
Minnesota
$1.26M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
3
LPL Financial
LPL Financial
California
$3.57M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$577K
5
IFA
Interactive Financial Advisors
Illinois
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$1.09M -$33.6K -538 -3%
AG
27
Advisor Group
Arizona
$803K +$690K +11,014 +609%
AFA
28
American Financial Advisors
Georgia
$727K +$727K +11,667 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$705K +$219K +3,511 +45%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$577K -$930K -14,928 -62%
Citadel Advisors
31
Citadel Advisors
Florida
$510K -$502K -8,040 -50%
CFGS
32
Concourse Financial Group Securities
Alabama
$479K +$270K +4,337 +129%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$426K +$23.5K +377 +6%
BFPW
34
BOK Financial Private Wealth
Colorado
$405K -$209K -3,349 -34%
NFG
35
Next Financial Group
Texas
$402K +$373K +5,991 +1,300%
Goldman Sachs
36
Goldman Sachs
New York
$377K -$227K -3,636 -38%
MCM
37
Murphy Capital Management
New Jersey
$365K – – –
CAM
38
Cozad Asset Management
Illinois
$362K – – –
UBS Group
39
UBS Group
Switzerland
$339K +$43.3K +694 +15%
IWM
40
IHT Wealth Management
Illinois
$329K +$18.7K +300 +6%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$303K +$7.79K +125 +3%
NEGWA
42
New England Guild Wealth Advisors
Connecticut
$293K – – –
WP
43
WealthPLAN Partners
Nebraska
$244K +$244K +3,508 New
FANJ
44
Financial Architects (New Jersey)
New Jersey
$228K – – –
BCM
45
Boltwood Capital Management
California
$224K – – –
CWM
46
Cabot Wealth Management
Massachusetts
$219K – – –
MAM
47
Marquette Asset Management
Minnesota
$207K – – –
SFA
48
Spectrum Financial Alliance
Kentucky
$198K +$58.1K +903 +42%
IA
49
IFP Advisors
Florida
$87K -$186 -3 -0.2%
APA
50
American Portfolios Advisors
New York
$81.5K +$10.4K +167 +15%
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