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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

50 hedge funds and large institutions have $99.1M invested in iShares Residential and Multisector Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 14 closing their positions.

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
12
Increased
16
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Niemann Capital Management
Nevada
$17.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.03M
3
UCFA
3
United Capital Financial Advisors
Texas
$4.2M
4
FPTW
4
Franklin, Parlapiano, Turner & Welch
Texas
$13.3M
5
CIM
5
Confluence Investment Management
Missouri
$5.34M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.51M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.36M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
1
Niemann Capital Management
Nevada
$17.2M 291,693 +291,693 New
HC
2
Highmount Capital
New York
$15.5M 263,365 +713 +0.3%
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$13.3M 225,092 +11,663 +5%
CIM
4
Confluence Investment Management
Missouri
$5.34M 90,566 +9,273 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.03M 85,370 +81,230 +1,962%
Morgan Stanley
6
Morgan Stanley
New York
$4.77M 80,953 -1,787 -2%
UCFA
7
United Capital Financial Advisors
Texas
$4.2M 71,331 +71,331 New
BFEC
8
Benjamin F. Edwards & Company
Missouri
$3.99M 67,702 +2,593 +4%
Wells Fargo
9
Wells Fargo
California
$2.94M 49,903 +1,736 +4%
LPL Financial
10
LPL Financial
California
$2.6M 44,053 -4,065 -8%
CMP
11
Courage Miller Partners
Virginia
$2.48M 42,108 -959 -2%
IFA
12
Interactive Financial Advisors
Illinois
$2.34M 39,699 -4,422 -10%
ACM
13
Avalon Capital Management
California
$1.85M 31,457 -708 -2%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$1.6M 27,104 +7,402 +38%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.51M 25,585 -12,154 -32%
CIM
16
Cambria Investment Management
California
$1.47M 24,928 +24,928 New
WBG
17
Wharton Business Group
Pennsylvania
$1.47M 24,901 -1,185 -5%
SG Americas Securities
18
SG Americas Securities
New York
$1.37M 23,219 +700 +3%
Bank of America
19
Bank of America
North Carolina
$1.36M 22,990 -10,233 -31%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.28M 21,740 – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$928K 15,750 – –
UBS Group
22
UBS Group
Switzerland
$844K 14,321 +14,321 New
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$648K 11,003 +11,003 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$537K 9,120 +6,550 +255%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$509K 8,638 -725 -8%
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