REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

59 hedge funds and large institutions have $128M invested in iShares Residential and Multisector Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
17
Reduced
26
Closed
10
Calls
–
Puts
$458K
Net Calls
-$458K
Net Calls Change
+$212K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12M
2
TSS
2
Two Sigma Securities
New York
$1.21M
3
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$17.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$497K
5
FHC
5
First Heartland Consultants
Missouri
$438K

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$18.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$23.8M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$6M
4
CIM
4
Confluence Investment Management
Missouri
$3.35M
5
UBS Group
5
UBS Group
Switzerland
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$596K +$57K +896 +11%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$593K +$573 +9 +0.1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$497K +$497K +7,823 New
UBS Group
29
UBS Group
Switzerland
$484K -$1.81M -28,401 -79%
MCM
30
Murphy Capital Management
New Jersey
$443K -$4.51K -71 -1%
FHC
31
First Heartland Consultants
Missouri
$438K +$438K +6,891 New
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$432K +$30.2K +474 +8%
Citigroup
33
Citigroup
New York
$416K +$400K +6,284 +2,534%
CIA
34
Capital Investment Advisors
Georgia
$306K -$3.18K -50 -1%
IWM
35
IHT Wealth Management
Illinois
$276K +$36.8K +580 +15%
AG
36
Advisor Group
Arizona
$261K +$50.2K +789 +24%
BCM
37
Boltwood Capital Management
California
$228K – – –
SI
38
SII Investments
Wisconsin
$228K +$25.3K +400 +13%
CWM
39
Cabot Wealth Management
Massachusetts
$223K – – –
SG
40
StoneX Group
New York
$221K -$891 -14 -0.4%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$217K +$217K +3,417 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$216K -$509 -8 -0.2%
MAM
43
Marquette Asset Management
Minnesota
$211K – – –
GWM
44
Geneos Wealth Management
Colorado
$207K +$17.7K +279 +9%
NFG
45
Next Financial Group
Texas
$198K -$9.98K -156 -5%
IA
46
IFP Advisors
Florida
$94K -$6.19K -97 -6%
WIM
47
Westside Investment Management
California
$63.6K – – –
RCG
48
Ruggie Capital Group
Florida
$63K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$52K +$192 +3 +0.4%
CPIG
50
Chicago Partners Investment Group
Illinois
$21K -$20.4K -324 -49%
1
2
3