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iShares Residential and Multisector Real Estate ETF

67 hedge funds and large institutions have $122M invested in iShares Residential and Multisector Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+12
Holders Change %
+21.82%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
20
Reduced
19
Closed
8
Calls
$920K
Puts
$2.03M
Net Calls
-$1.11M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$14.1M +$662K +10,435 +5%
LPL Financial
2
LPL Financial
California
$13.4M +$7.78M +121,338 +139%
Brown Advisory
3
Brown Advisory
Maryland
$11.8M -$106K -1,671 -0.9%
Wells Fargo
4
Wells Fargo
California
$7.28M +$2.66M +41,888 +57%
RJA
5
Raymond James & Associates
Florida
$6.85M +$6.85M +107,954 New
CIM
6
Confluence Investment Management
Missouri
$6.6M +$14.1K +222 +0.2%
Morgan Stanley
7
Morgan Stanley
New York
$5.98M +$2.51M +39,503 +72%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.72M +$5.72M +89,968 New
BFEC
9
Benjamin F. Edwards & Company
Missouri
$4.61M -$478K -7,534 -9%
Bank of America
10
Bank of America
North Carolina
$4.44M -$58.8K -927 -1%
SAM
11
Stringer Asset Management
Tennessee
$3.93M +$3.93M +61,857 New
Goldman Sachs
12
Goldman Sachs
New York
$3.85M +$3.85M +60,611 New
IFA
13
Interactive Financial Advisors
Illinois
$2.86M -$267K -4,212 -9%
UBS Group
14
UBS Group
Switzerland
$2.73M +$1.56M +24,541 +132%
CMP
15
Courage Miller Partners
Virginia
$2.55M +$80.5K +1,268 +3%
QA
16
Quantitative Advantage
Minnesota
$2.08M -$75.3K -1,187 -3%
BRWA
17
B. Riley Wealth Advisors
Florida
$1.95M -$16K -252 -0.8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.93M +$1.14M +17,996 +146%
CIM
19
Cambria Investment Management
California
$1.57M +$1.57M +24,712 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.47M +$203K +3,196 +16%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$1.41M -$114K -1,800 -8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.26M +$776K +12,220 +162%
Jane Street
23
Jane Street
New York
$1.25M +$1.25M +19,743 New
CS
24
Credit Suisse
Switzerland
$1.15M +$901K +14,194 +369%
WBG
25
Wharton Business Group
Pennsylvania
$1.08M -$128K -2,015 -11%