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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 $155M invested in iShares Residential and Multisector Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
28
Reduced
19
Closed
12
Calls
$766K
Puts
$4.01M
Net Calls
-$3.25M
Net Calls Change
-$2.14M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.3M
3
Wells Fargo
3
Wells Fargo
California
$11.4M
4
TPWA
4
TRUE Private Wealth Advisors
Oregon
$3.49M
5
FMP
5
Financial Management Professionals
Texas
$3.32M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Bank of America
2
Bank of America
North Carolina
$3.49M
3
CIM
3
Confluence Investment Management
Missouri
$5.92M
4
IA
4
IFP Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$613K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cabot Wealth Management
Massachusetts
$231K -$25.2K -382 -10%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$231K – – –
FAAS
53
First Allied Advisory Services
California
$229K -$44.3K -675 -16%
NFG
54
Next Financial Group
Texas
$108K +$59.5K +908 +123%
Creative Planning
55
Creative Planning
Kansas
$101K +$132 +2 +0.1%
RCG
56
Ruggie Capital Group
Florida
$72K +$72K +1,090 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$64K +$28.6K +431 +81%
TWA
58
TCI Wealth Advisors
Arizona
$55K +$55K +840 New
WEC
59
Winslow Evans & Crocker
Massachusetts
$51.3K +$19.4K +294 +61%
GWM
60
Geneos Wealth Management
Colorado
$44K +$44K +669 New
CG
61
Cutler Group
California
$26K +$14.3K +225 +122%
AP
62
Advisors Preferred
Maryland
$20K -$56.4K -834 -74%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$20K – – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$20K +$20K +300 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$13K – – –
US Bancorp
66
US Bancorp
Minnesota
$12K – – –
BlackRock
67
BlackRock
New York
$2K +$2K +36 New
WA
68
WFG Advisors
Texas
$1K +$1K +8 New
CS
69
Credit Suisse
Switzerland
– -$1.15M -18,045 Closed
IA
70
IFP Advisors
Florida
– -$782K -12,321 Closed
SPC
71
Sigma Planning Corp
Michigan
– -$436K -6,879 Closed
Barclays
72
Barclays
United Kingdom
– -$413K -6,549 Closed
Millennium Management
73
Millennium Management
New York
– -$345K -5,433 Closed
TFA
74
Transamerica Financial Advisors
Florida
– -$335K -5,265 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$235K -3,700 Closed
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