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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 $151M invested in iShares Residential and Multisector Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-6
Holders Change %
-8%
% 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
2
Increased
29
Reduced
27
Closed
7
Calls
$262K
Puts
$1.22M
Net Calls
-$957K
Net Calls Change
-$86K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$18M
2
Morgan Stanley
Morgan Stanley
New York
$16.2M
3
Citadel Advisors
Citadel Advisors
Florida
$1.54M
4
IFA
Interactive Financial Advisors
Illinois
$4.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$3.14M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
$5.54M
2
Goldman Sachs
Goldman Sachs
New York
$940K
3
FMP
Financial Management Professionals
Texas
$0
4
TPWA
TRUE Private Wealth Advisors
Oregon
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$18M +$9.32M +142,475 +108%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$16.2M +$630K +9,613 +4%
Morgan Stanley
3
Morgan Stanley
New York
$16.2M +$6.3M +96,182 +64%
Brown Advisory
4
Brown Advisory
Maryland
$11.4M -$13.7K -209 -0.1%
Wells Fargo
5
Wells Fargo
California
$9.79M +$727K +11,102 +8%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$9.54M +$271K +4,140 +3%
LPL Financial
7
LPL Financial
California
$6.61M -$254K -4,024 -4%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.22M +$45.1K +688 +0.7%
UBS Group
9
UBS Group
Switzerland
$5.66M -$644K -9,834 -10%
CIM
10
Confluence Investment Management
Missouri
$5.54M -$7.29M -111,229 -57%
IFA
11
Interactive Financial Advisors
Illinois
$4.3M +$1.44M +22,028 +50%
Bank of America
12
Bank of America
North Carolina
$3.51M +$551K +8,409 +19%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.14M +$927K +14,149 +42%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3M +$407K +6,214 +16%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.15M -$1.19M -18,137 -36%
SCA
16
Snowden Capital Advisors
New York
$2.11M +$55.6K +848 +3%
QA
17
Quantitative Advantage
Minnesota
$2.03M -$74K -1,130 -4%
BRWA
18
B. Riley Wealth Advisors
Florida
$2.02M -$6.88K -105 -0.3%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$1.59M -$21.6K -329 -1%
CMP
20
Courage Miller Partners
Virginia
$1.56M -$8.06K -123 -0.5%
Citadel Advisors
21
Citadel Advisors
Florida
$1.54M +$1.54M +23,565 New
CIM
22
Cambria Investment Management
California
$1.47M -$66 -1 -0%
BFPW
23
BOK Financial Private Wealth
Colorado
$1.41M -$55.6K -848 -4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.27M +$59.6K +910 +5%
MFS
25
MSI Financial Services
Massachusetts
$1.1M +$60.9K +930 +6%
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