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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

99 hedge funds and large institutions have $258M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
18
Increased
41
Reduced
26
Closed
5
Calls
$1K
Puts
$246K
Net Calls
-$245K
Net Calls Change
-$245K

Top Buyers

1
PS
1
Portfolio Strategies
New York
$11.4M
2
Bank of America
2
Bank of America
North Carolina
$13.1M
3
IAA
3
Ironsides Asset Advisors
North Carolina
$2.43M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$2.39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.44M

Top Sellers

1
DC
1
Derby & Company
Massachusetts
$235K
2
Jane Street
2
Jane Street
New York
$1.43M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.71M
4
Ameriprise
4
Ameriprise
Minnesota
$13.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$405K +$137K +1,722 +51%
AAS
52
Avantax Advisory Services
Texas
$362K -$32.9K -413 -8%
FFN
53
Focus Financial Network
Minnesota
$361K +$361K +4,547 New
RJA
54
Raymond James & Associates
Florida
$358K +$10.4K +131 +3%
VCM
55
Virtue Capital Management
Tennessee
$348K – – –
SS
56
Sunbelt Securities
Texas
$320K -$25.1K -316 -7%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$308K +$16.2K +203 +6%
VA
58
Valmark Advisers
Ohio
$296K +$39.7K +500 +15%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$290K – – –
BCM
60
Boltwood Capital Management
California
$286K – – –
RFN
61
RDA Financial Network
Iowa
$285K +$26.9K +346 +10%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$282K – – –
CWM
63
Cabot Wealth Management
Massachusetts
$279K – – –
ASN
64
Advisory Services Network
Georgia
$272K – – –
MAM
65
Marquette Asset Management
Minnesota
$255K – – –
LWAC
66
Laurel Wealth Advisors (California)
California
$253K +$5.09K +64 +2%
IA
67
IFG Advisors
Missouri
$251K +$251K +3,154 New
WPSG
68
Wealth & Pension Services Group
Georgia
$250K +$250K +3,150 New
KCM
69
Kendall Capital Management
Maryland
$247K -$19.1K -240 -7%
IWC
70
Integrated Wealth Concepts
Massachusetts
$243K +$243K +3,056 New
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$238K +$238K +3,001 New
DC
72
Derby & Company
Massachusetts
$235K -$5.88M -73,898 -96%
FAAS
73
First Allied Advisory Services
California
$230K -$20.7K -261 -8%
HIS
74
Harvest Investment Services
Illinois
$215K +$215K +2,728 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$207K +$159K +2,000 +333%
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3
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