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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

84 hedge funds and large institutions have $188M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+21
Holders Change %
+33.33%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
23
Reduced
18
Closed
9
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$262K

Top Buyers

1
NCM
Niemann Capital Management
Nevada
$26.4M
2
Ameriprise
Ameriprise
Minnesota
$11.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.53M
4
FIM
Freedom Investment Management
Connecticut
$5.7M
5
FMP
Financial Management Professionals
Texas
$3.76M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$243K
2
BFEC
Benjamin F. Edwards & Company
Missouri
$0
3
SG Americas Securities
SG Americas Securities
New York
$0
4
CIM
Confluence Investment Management
Missouri
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Boltwood Capital Management
California
$255K – – –
CWM
52
Cabot Wealth Management
Massachusetts
$248K – – –
Stifel Financial
53
Stifel Financial
Missouri
$243K -$14.1M -200,471 -98%
VA
54
Valmark Advisers
Ohio
$228K +$228K +3,223 New
MAM
55
Marquette Asset Management
Minnesota
$226K -$8.33K -118 -4%
FAAS
56
First Allied Advisory Services
California
$221K +$221K +3,124 New
VCM
57
Virtue Capital Management
Tennessee
$220K +$220K +3,105 New
RFN
58
RDA Financial Network
Iowa
$212K +$212K +2,989 New
BA
59
Belvedere Advisors
California
$176K +$176K +2,502 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$150K +$88K +1,246 +142%
APA
61
American Portfolios Advisors
New York
$121K +$29K +410 +31%
GWM
62
Geneos Wealth Management
Colorado
$67K -$10.5K -150 -14%
CFS
63
Ceros Financial Services
Maryland
$67K +$67K +950 New
AP
64
Advisors Preferred
Maryland
$67K +$67K +950 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$43K -$6.04K -85 -12%
ASN
66
Advisory Services Network
Georgia
$41K – – –
NFG
67
Next Financial Group
Texas
$38K -$422K -5,919 -92%
NFH
68
NEXT Financial Holdings
Texas
$38K +$38K +533 New
BEI
69
Benjamin Edwards Inc
Missouri
$33K +$33K +470 New
PFBT
70
Parkside Financial Bank & Trust
Missouri
$32K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$21K – – –
HS
72
Horan Securities
United States
$16K +$16K +223 New
SWM
73
SeaCrest Wealth Management
New York
$16K +$16K +231 New
Citigroup
74
Citigroup
New York
$15K +$15K +216 New
US Bancorp
75
US Bancorp
Minnesota
$13K – – –
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