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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

105 hedge funds and large institutions have $203M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
18
Increased
43
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.88M
3
LPL Financial
LPL Financial
California
$12.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.15M
5
Jane Street
Jane Street
New York
$3.29M

Top Sellers

1
NCM
Niemann Capital Management
Nevada
$2.36M
2
MCM
Mainstay Capital Management
Michigan
$23.9M
3
PS
Portfolio Strategies
New York
$0
4
VC
Vicus Capital
Pennsylvania
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
26
Ironsides Asset Advisors
North Carolina
$1.82M -$482K -6,395 -21%
QA
27
Quantitative Advantage
Minnesota
$1.67M +$210K +2,786 +14%
Nomura Asset Management
28
Nomura Asset Management
Japan
$1.44M -$828K -11,000 -37%
CMP
29
Courage Miller Partners
Virginia
$1.38M -$27.4K -364 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.26M -$120K -1,593 -9%
AG
31
Advisor Group
Arizona
$1.03M -$57.3K -759 -5%
AFA
32
American Financial Advisors
Georgia
$791K -$89.1K -1,125 -10%
CAN
33
Cetera Advisor Networks
California
$762K -$107K -1,418 -12%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$744K +$744K +9,872 New
TRCT
35
Tower Research Capital (TRC)
New York
$725K +$585K +7,776 +419%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$702K +$506K +6,719 +258%
NEGWA
37
New England Guild Wealth Advisors
Connecticut
$687K +$199K +2,635 +41%
ASN
38
Advisory Services Network
Georgia
$681K +$400K +5,318 +143%
IAA
39
Independent Advisor Alliance
North Carolina
$632K +$632K +8,389 New
NFG
40
Next Financial Group
Texas
$550K +$30.2K +401 +6%
CA
41
Cetera Advisors
Colorado
$540K +$55K +730 +11%
RJA
42
Raymond James & Associates
Florida
$540K +$201K +2,666 +59%
PFS
43
Prospera Financial Services
Texas
$522K -$64.1K -850 -11%
CFGS
44
Concourse Financial Group Securities
Alabama
$507K -$13.5K -179 -3%
AAS
45
Avantax Advisory Services
Texas
$463K +$120K +1,595 +35%
DI
46
Disciplined Investments
Oklahoma
$458K +$458K +6,079 New
RFN
47
RDA Financial Network
Iowa
$453K +$166K +2,125 +58%
FFN
48
Focus Financial Network
Minnesota
$451K +$108K +1,437 +32%
CAM
49
Cozad Asset Management
Illinois
$407K – – –
BFPW
50
BOK Financial Private Wealth
Colorado
$400K -$73.5K -975 -16%
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