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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 %
APA
76
American Portfolios Advisors
New York
$146K +$5.73K +76 +4%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$143K +$143K +1,893 New
IA
78
IFP Advisors
Florida
$99K -$7.27K -97 -7%
GWM
79
Geneos Wealth Management
Colorado
$80K +$8.95K +120 +13%
FGAM
80
Financial Gravity Asset Management
Texas
$76K -$917K -7,303 -92%
Citigroup
81
Citigroup
New York
$75K +$16.7K +222 +29%
GRP
82
Global Retirement Partners
California
$48K +$14.3K +190 +42%
AIC
83
Archer Investment Corporation
Indiana
$47K – – –
PFBT
84
Parkside Financial Bank & Trust
Missouri
$34K – – –
EIP
85
Ellis Investment Partners
Pennsylvania
$32K +$223 +3 +0.7%
BA
86
Ballast Advisors
Minnesota
$30K +$30K +397 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$29K +$150 +2 +0.5%
Northern Trust
88
Northern Trust
Illinois
$29K +$2.05K +28 +8%
OPS
89
Orion Portfolio Solutions
Nebraska
$27K +$27K +362 New
NSIM
90
North Star Investment Management
Illinois
$19K – – –
APWM
91
Atlas Private Wealth Management
New York
$15K +$15K +200 New
US Bancorp
92
US Bancorp
Minnesota
$14K – – –
PA
93
Parallel Advisors
California
$10K +$156 +2 +2%
FA
94
Faithward Advisors
Pennsylvania
$10K +$10K +136 New
VCP
95
Verus Capital Partners
Arizona
$10K +$10K +138 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
WEC
97
Winslow Evans & Crocker
Massachusetts
$8K +$3.72K +40 +87%
WQ
98
Wealth Quarterback
New Jersey
$7.76K +$7.76K +103 New
GEA
99
Glen Eagle Advisors
New Jersey
$7.53K – – –
DC
100
DeDora Capital
California
$6K +$6K +77 New
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4
5