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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

75 hedge funds and large institutions have $156M invested in iShares Residential and Multisector Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
$871K
Net Calls
-$871K
Net Calls Change
+$2.38M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$8.68M
2
CIM
Confluence Investment Management
Missouri
+$7.16M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$5.27M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.44M
5
SCA
Snowden Capital Advisors
New York
+$2.12M

Top Sellers

1
LPL Financial
LPL Financial
California
-$12.2M
2
RJA
Raymond James & Associates
Florida
-$7.36M
3
SAM
Stringer Asset Management
Tennessee
-$4.12M
4
WBG
Wharton Business Group
Pennsylvania
-$2.83M
5
BCM
Barometer Capital Management
Ontario, Canada
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$16.1M +$102K +1,506 +0.6%
CIM
2
Confluence Investment Management
Missouri
$13.2M +$7.16M +106,010 +118%
Brown Advisory
3
Brown Advisory
Maryland
$11.7M -$404K -5,991 -3%
Morgan Stanley
4
Morgan Stanley
New York
$10.2M -$1.41M -20,829 -12%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$9.55M +$5.27M +78,036 +123%
Wells Fargo
6
Wells Fargo
California
$9.34M -$2.32M -34,362 -20%
Stifel Financial
7
Stifel Financial
Missouri
$8.94M +$8.68M +128,504 +3,253%
LPL Financial
8
LPL Financial
California
$7.39M -$12.2M -179,434 -62%
UBS Group
9
UBS Group
Switzerland
$6.5M +$849K +12,572 +15%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.37M -$57.2K -847 -0.9%
Goldman Sachs
11
Goldman Sachs
New York
$4.63M +$540K +8,005 +13%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.44M +$3.44M +50,946 New
FMP
13
Financial Management Professionals
Texas
$3.31M -$81.1K -1,201 -2%
TPWA
14
TRUE Private Wealth Advisors
Oregon
$3.07M -$508K -7,528 -14%
Bank of America
15
Bank of America
North Carolina
$3.05M -$523K -7,749 -15%
IFA
16
Interactive Financial Advisors
Illinois
$2.94M -$132K -1,957 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.67M -$1.1M -16,361 -29%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.28M +$1.69M +25,022 +287%
QA
19
Quantitative Advantage
Minnesota
$2.17M -$18.4K -272 -0.8%
SCA
20
Snowden Capital Advisors
New York
$2.12M +$2.12M +31,360 New
BRWA
21
B. Riley Wealth Advisors
Florida
$2.09M +$62.1K +919 +3%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$1.66M +$55.7K +825 +3%
CMP
23
Courage Miller Partners
Virginia
$1.62M -$915K -13,558 -36%
CIM
24
Cambria Investment Management
California
$1.51M -$79.4K -1,177 -5%
BFPW
25
BOK Financial Private Wealth
Colorado
$1.51M +$1.51M +22,331 New
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