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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

57 hedge funds and large institutions have $134M invested in iShares Residential and Multisector Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
10
Increased
19
Reduced
19
Closed
2
Calls
$441K
Puts
$280K
Net Calls
+$161K
Net Calls Change
+$161K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10M
2
UCFA
United Capital Financial Advisors
Texas
+$7.76M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.02M
4
NCM
Niemann Capital Management
Nevada
+$4.71M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.72M

Top Sellers

1
HC
Highmount Capital
New York
-$3.98M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$938K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$670K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$398K
5
LPL Financial
LPL Financial
California
-$242K
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1
Niemann Capital Management
Nevada
$22.8M +$4.71M +75,814 +26%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.3M +$10M +161,046 +189%
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$14.4M +$390K +6,277 +3%
HC
4
Highmount Capital
New York
$12.4M -$3.98M -64,015 -24%
UCFA
5
United Capital Financial Advisors
Texas
$12M +$7.76M +131,762 +185%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.61M +$5.02M +80,778 +316%
Morgan Stanley
7
Morgan Stanley
New York
$5.96M +$932K +14,995 +19%
CIM
8
Confluence Investment Management
Missouri
$5.51M -$120K -1,934 -2%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$4.09M -$117K -1,880 -3%
Wells Fargo
10
Wells Fargo
California
$3.47M +$364K +5,855 +12%
IFA
11
Interactive Financial Advisors
Illinois
$3.02M +$557K +8,959 +23%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.72M +$2.72M +43,717 New
LPL Financial
13
LPL Financial
California
$2.48M -$242K -3,910 -9%
CMP
14
Courage Miller Partners
Virginia
$2.41M -$203K -3,263 -8%
SG Americas Securities
15
SG Americas Securities
New York
$2.39M +$943K +15,177 +65%
ACM
16
Avalon Capital Management
California
$1.95M -$6.22K -100 -0.3%
BRWA
17
B. Riley Wealth Advisors
Florida
$1.89M -$25.4K -409 -1%
FANJ
18
Financial Architects (New Jersey)
New Jersey
$1.63M -$52.7K -848 -3%
WBG
19
Wharton Business Group
Pennsylvania
$1.56M +$10.6K +170 +0.7%
UBS Group
20
UBS Group
Switzerland
$1.47M +$577K +9,284 +65%
Bank of America
21
Bank of America
North Carolina
$1.38M -$46.5K -749 -3%
CCM
22
Canal Capital Management
Virginia
$1.01M +$494K +7,948 +95%
Citadel Advisors
23
Citadel Advisors
Florida
$710K +$710K +11,416 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$681K -$670K -10,785 -50%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$552K -$14.8K -238 -3%
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