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

Top Sellers

1
NCM
1
Niemann Capital Management
Nevada
$2.36M
2
MCM
2
Mainstay Capital Management
Michigan
$23.9M
3
PS
3
Portfolio Strategies
New York
$0
4
VC
4
Vicus Capital
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$396K +$170K +2,260 +75%
FIM
52
Freedom Investment Management
Connecticut
$394K -$2.48M -32,876 -86%
MCM
53
Murphy Capital Management
New Jersey
$394K -$22.6K -300 -5%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$356K +$64.4K +855 +22%
IWM
55
IHT Wealth Management
Illinois
$333K -$53.8K -715 -14%
VA
56
Valmark Advisers
Ohio
$309K +$28.2K +375 +10%
Stifel Financial
57
Stifel Financial
Missouri
$307K -$75.3K -1,003 -20%
FPGK
58
Financial Partners Group (Kansas)
Kansas
$297K +$297K +3,777 New
DC
59
Derby & Company
Massachusetts
$292K +$69.5K +923 +31%
FANJ
60
Financial Architects (New Jersey)
New Jersey
$275K – – –
FI
61
Financial Insights
Washington
$273K +$273K +3,618 New
BCM
62
Boltwood Capital Management
California
$271K – – –
KCM
63
Kendall Capital Management
Maryland
$268K +$34K +451 +15%
CWM
64
Cabot Wealth Management
Massachusetts
$264K – – –
IWC
65
Integrated Wealth Concepts
Massachusetts
$255K +$24.6K +326 +11%
MAM
66
Marquette Asset Management
Minnesota
$241K – – –
IA
67
IFG Advisors
Missouri
$241K +$3.61K +48 +2%
LWAC
68
Laurel Wealth Advisors (California)
California
$230K -$9.48K -126 -4%
FAAS
69
First Allied Advisory Services
California
$221K +$2.04K +27 +0.9%
SFS
70
Sowell Financial Services
Arkansas
$215K +$210K +2,786 +4,422%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$211K -$56.4K -750 -21%
SFA
72
Spectrum Financial Alliance
Kentucky
$207K +$10.1K +134 +5%
SPC
73
Sigma Planning Corp
Michigan
$201K -$1.98M -26,312 -91%
CF
74
Centaurus Financial
California
$197K +$197K +2,618 New
PCFFS
75
Pacific Center for Financial Services
California
$186K +$35.2K +466 +23%
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