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iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

61 hedge funds and large institutions have $133M invested in iShares Residential and Multisector Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
16
Reduced
25
Closed
6
Calls
$730K
Puts
$650K
Net Calls
+$80K
Net Calls Change
-$1.15M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$45.8M
2
Stifel Financial
Stifel Financial
Missouri
$14.3M
3
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$16.6M
4
IFA
Interactive Financial Advisors
Illinois
$3.25M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$4.81M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$753K
2
RJFSA
Raymond James Financial Services Advisors
Florida
$910K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
SCA
Snowden Capital Advisors
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
Murphy Capital Management
New Jersey
$458K -$28.3K -448 -6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$403K -$14.4K -228 -3%
WBG
28
Wharton Business Group
Pennsylvania
$360K – – –
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$352K -$20.3K -321 -5%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$338K -$99.1K -1,570 -23%
NFG
31
Nadler Financial Group
Illinois
$333K – – –
Jane Street
32
Jane Street
New York
$306K -$142K -2,242 -32%
CIA
33
Capital Investment Advisors
Georgia
$281K +$70K +1,110 +33%
NPC
34
National Planning Corporation
California
$237K +$28K +442 +13%
TH
35
Timber Hill
Connecticut
$232K +$232K +3,679 New
AG
36
Advisor Group
Arizona
$229K -$434K -6,827 -65%
MAM
37
Marquette Asset Management
Minnesota
$228K -$4.42K -70 -2%
BCM
38
Boltwood Capital Management
California
$227K – – –
CWM
39
Cabot Wealth Management
Massachusetts
$222K – – –
MIAN
40
Mariner Independent Advisor Network
Kansas
$216K +$216K +3,415 New
BAC
41
Boys Arnold & Co
North Carolina
$215K – – –
SI
42
SII Investments
Wisconsin
$202K +$202K +3,200 New
NFG
43
Next Financial Group
Texas
$190K +$6.3K +99 +3%
GWM
44
Geneos Wealth Management
Colorado
$188K +$7.88K +125 +4%
Creative Planning
45
Creative Planning
Kansas
$113K +$31.6K +500 +39%
WIM
46
Westside Investment Management
California
$63.7K +$12.7K +200 +25%
RCG
47
Ruggie Capital Group
Florida
$63K -$6.09K -96 -9%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$51K -$10.3K -164 -17%
WEC
49
Winslow Evans & Crocker
Massachusetts
$47.9K +$5.94K +94 +14%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$19K – – –
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