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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

69 hedge funds and large institutions have $155M invested in iShares Residential and Multisector Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
28
Reduced
19
Closed
12
Calls
$766K
Puts
$4.01M
Net Calls
-$3.25M
Net Calls Change
-$2.14M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.3M
3
Wells Fargo
3
Wells Fargo
California
$11.4M
4
TPWA
4
TRUE Private Wealth Advisors
Oregon
$3.49M
5
FMP
5
Financial Management Professionals
Texas
$3.32M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Bank of America
2
Bank of America
North Carolina
$3.49M
3
CIM
3
Confluence Investment Management
Missouri
$5.92M
4
IA
4
IFP Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$613K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$18.9M 287,933 +79,308 +38%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$15.6M 236,345 +14,575 +7%
Brown Advisory
3
Brown Advisory
Maryland
$11.9M 179,951 -5,258 -3%
Wells Fargo
4
Wells Fargo
California
$11.4M 172,757 +57,969 +51%
Morgan Stanley
5
Morgan Stanley
New York
$11.3M 171,794 +77,503 +82%
RJA
6
Raymond James & Associates
Florida
$7.36M 111,597 +3,643 +3%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.28M 95,112 +5,144 +6%
CIM
8
Confluence Investment Management
Missouri
$5.92M 89,746 -14,322 -14%
UBS Group
9
UBS Group
Switzerland
$5.52M 83,643 +40,567 +94%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$4.19M 63,468 -9,224 -13%
SAM
11
Stringer Asset Management
Tennessee
$4.12M 62,387 +530 +0.9%
Goldman Sachs
12
Goldman Sachs
New York
$4M 60,599 -12 -0%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.69M 55,928 +32,766 +141%
Bank of America
14
Bank of America
North Carolina
$3.49M 52,964 -17,022 -24%
TPWA
15
TRUE Private Wealth Advisors
Oregon
$3.49M 52,953 +52,953 New
FMP
16
Financial Management Professionals
Texas
$3.32M 50,261 +50,261 New
WBG
17
Wharton Business Group
Pennsylvania
$3.21M 48,587 +31,555 +185%
IFA
18
Interactive Financial Advisors
Illinois
$3.01M 45,577 +483 +1%
BCM
19
Barometer Capital Management
Ontario, Canada
$2.49M 37,800 +37,800 New
CMP
20
Courage Miller Partners
Virginia
$2.48M 37,539 -2,621 -7%
QA
21
Quantitative Advantage
Minnesota
$2.14M 32,360 -405 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.04M 30,956 +598 +2%
BRWA
23
B. Riley Wealth Advisors
Florida
$1.98M 30,017 -643 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.7M 25,748 +5,973 +30%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$1.57M 23,818 +1,673 +8%
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