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iShares Residential and Multisector Real Estate ETF

63 hedge funds and large institutions have $89.5M invested in iShares Residential and Multisector Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
13
Reduced
25
Closed
8
Calls
$1.13M
Puts
$340K
Net Calls
+$789K
Net Calls Change
-$220K
Name Market Value Shares Shares
Change
Shares
Change %
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$18.4M 292,280 +4,778 +2%
Stifel Financial
2
Stifel Financial
Missouri
$14.6M 231,702 -93,582 -29%
Brown Advisory
3
Brown Advisory
Maryland
$5.26M 83,349 -2,141 -3%
Wells Fargo
4
Wells Fargo
California
$5.06M 80,289 +1,105 +1%
LPL Financial
5
LPL Financial
California
$4.69M 74,318 -6,390 -8%
DC
6
Derby & Company
Massachusetts
$4.39M 69,585 +5,316 +8%
IFA
7
Interactive Financial Advisors
Illinois
$3.14M 49,861 -2,642 -5%
KTA
8
Keeley-Teton Advisors
Illinois
$2.73M 43,255 +8,745 +25%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.46M 39,064 +3,345 +9%
Morgan Stanley
10
Morgan Stanley
New York
$2.34M 37,107 -7,112 -16%
JA
11
JVL Associates
Michigan
$2.23M 35,410 -988 -3%
PSF
12
Pacific Sun Financial
California
$2.22M 34,540 -3,500 -9%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$2.12M 33,673 -46,897 -58%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.99M 31,599 +31,599 New
Bank of America
15
Bank of America
North Carolina
$1.72M 27,241 -15,684 -37%
CIM
16
Confluence Investment Management
Missouri
$1.37M 21,645 -19,058 -47%
CMP
17
Courage Miller Partners
Virginia
$1.37M 21,655 -69 -0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.21M 19,250 -16,739 -47%
Ameriprise
19
Ameriprise
Minnesota
$1.21M 19,113 -8,320 -30%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.13M 19,647
MML Investors Services
21
MML Investors Services
Massachusetts
$1.07M 16,915 +7,426 +78%
BFPW
22
BOK Financial Private Wealth
Colorado
$653K 10,364 -1,432 -12%
Citigroup
23
Citigroup
New York
$623K 9,892 +146 +1%
Goldman Sachs
24
Goldman Sachs
New York
$610K 9,680 +4,034 +71%
VC
25
Vicus Capital
Pennsylvania
$581K 9,222 +2,508 +37%