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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

62 hedge funds and large institutions have $117M invested in iShares Residential and Multisector Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
15
Reduced
32
Closed
10
Calls
$1.23M
Puts
–
Net Calls
+$1.23M
Net Calls Change
+$2.18M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$20.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.82M
3
TRCT
Tower Research Capital (TRC)
New York
$707K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$3.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.35M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.07M
2
Stifel Financial
Stifel Financial
Missouri
$8.08M
3
BFEC
Benjamin F. Edwards & Company
Missouri
$4.27M
4
Brown Advisory
Brown Advisory
Maryland
$6.85M
5
Wells Fargo
Wells Fargo
California
$5.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$20.2M +$20.2M +325,775 New
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$15.6M +$280K +4,522 +2%
Stifel Financial
3
Stifel Financial
Missouri
$8.08M -$8.43M -140,364 -51%
Brown Advisory
4
Brown Advisory
Maryland
$6.85M -$3.93M -63,356 -36%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.11M +$212K +3,410 +4%
Wells Fargo
6
Wells Fargo
California
$5.94M -$3.33M -53,764 -36%
Morgan Stanley
7
Morgan Stanley
New York
$5.07M -$10.3M -165,414 -67%
LPL Financial
8
LPL Financial
California
$4.44M -$2.01M -32,535 -31%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$4.27M -$4.76M -76,783 -53%
Bank of America
10
Bank of America
North Carolina
$3.58M +$254K +4,088 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.48M +$515K +8,298 +17%
IFA
12
Interactive Financial Advisors
Illinois
$2.69M -$1.38M -22,197 -34%
UBS Group
13
UBS Group
Switzerland
$2.48M -$2.88M -46,416 -54%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.35M +$318K +5,132 +16%
CIM
15
Confluence Investment Management
Missouri
$2.31M -$2.93M -47,272 -56%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.98M -$861K -13,879 -30%
SCA
17
Snowden Capital Advisors
New York
$1.95M -$47.8K -771 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.82M +$808K +13,034 +79%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$1.45M -$55.4K -894 -4%
CMP
20
Courage Miller Partners
Virginia
$1.44M -$36.2K -584 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$1.32M -$145K -2,331 -10%
BFPW
22
BOK Financial Private Wealth
Colorado
$1.16M -$169K -2,719 -13%
MFS
23
MSI Financial Services
Massachusetts
$1.11M +$71K +1,145 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.08M -$123K -1,983 -10%
ICOA
25
Investment Centers of America
North Dakota
$959K +$197K +3,164 +26%
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