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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

55 hedge funds and large institutions have $78.2M invested in iShares Residential and Multisector Real Estate ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
19
Reduced
13
Closed
9
Calls
$3.21M
Puts
$2.22M
Net Calls
+$990K
Net Calls Change
+$749K

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$11.1M
2
LPL Financial
LPL Financial
California
$5.3M
3
Bank of America
Bank of America
North Carolina
$4.2M
4
QA
Quantitative Advantage
Minnesota
$2.01M
5
FANJ
Financial Architects (New Jersey)
New Jersey
$1.42M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
$0
2
CIM
Cambria Investment Management
California
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
Citadel Advisors
Florida
$982K
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$12.5M -$1.1M -18,617 -8%
Brown Advisory
2
Brown Advisory
Maryland
$11.1M +$11.1M +186,880 New
CIM
3
Confluence Investment Management
Missouri
$6.16M +$61.1K +1,031 +1%
LPL Financial
4
LPL Financial
California
$5.3M +$3.03M +50,027 +134%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$4.76M +$143K +2,411 +3%
Wells Fargo
6
Wells Fargo
California
$4.32M +$1.29M +21,680 +42%
Bank of America
7
Bank of America
North Carolina
$4.2M +$2.99M +50,424 +246%
Morgan Stanley
8
Morgan Stanley
New York
$3.25M +$1.08M +18,184 +50%
IFA
9
Interactive Financial Advisors
Illinois
$2.92M +$411K +6,930 +16%
CMP
10
Courage Miller Partners
Virginia
$2.31M +$14.3K +242 +0.6%
ACM
11
Avalon Capital Management
California
$2.13M +$267K +4,500 +14%
QA
12
Quantitative Advantage
Minnesota
$2.01M +$2.01M +33,952 New
BRWA
13
B. Riley Wealth Advisors
Florida
$1.83M +$73.4K +1,238 +4%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$1.42M +$1.42M +23,945 New
JGC
15
J. Goldman & Co
New York
$1.19M +$1.19M +20,000 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.18M -$192K -3,242 -14%
WBG
17
Wharton Business Group
Pennsylvania
$1.13M -$357K -6,024 -24%
UBS Group
18
UBS Group
Switzerland
$1.1M +$20.9K +352 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$982K -$1.81M -30,472 -65%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$733K +$312K +5,254 +74%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$691K +$242K +4,087 +54%
CCM
22
Canal Capital Management
Virginia
$652K -$368K -6,209 -36%
VKH
23
Virtu KCG Holdings
New York
$646K +$119K +2,013 +23%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$448K +$15.4K +260 +4%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$434K -$5.93K -100 -1%
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