REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

84 hedge funds and large institutions have $188M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+21
Holders Change %
+33.33%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
23
Reduced
18
Closed
9
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$262K

Top Buyers

1
NCM
Niemann Capital Management
Nevada
$26.4M
2
Ameriprise
Ameriprise
Minnesota
$11.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.53M
4
FIM
Freedom Investment Management
Connecticut
$5.7M
5
FMP
Financial Management Professionals
Texas
$3.76M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$243K
2
BFEC
Benjamin F. Edwards & Company
Missouri
$0
3
SG Americas Securities
SG Americas Securities
New York
$0
4
CIM
Confluence Investment Management
Missouri
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
26
Financial Gravity Asset Management
Texas
$1.35M +$1.35M +19,168 New
Jane Street
27
Jane Street
New York
$1.31M +$1.31M +18,473 New
SPC
28
Sigma Planning Corp
Michigan
$1.21M +$1.21M +17,064 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.17M +$370K +5,234 +46%
AFA
30
American Financial Advisors
Georgia
$853K +$28.8K +408 +3%
AG
31
Advisor Group
Arizona
$729K -$181K -2,553 -20%
CAN
32
Cetera Advisor Networks
California
$621K +$621K +8,792 New
AI
33
Atria Investments
North Carolina
$560K +$560K +7,914 New
CFGS
34
Concourse Financial Group Securities
Alabama
$540K -$3.67K -52 -0.7%
BCM
35
Brookstone Capital Management
Illinois
$527K +$527K +7,454 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$486K +$2.69K +38 +0.6%
BFPW
37
BOK Financial Private Wealth
Colorado
$448K -$11.7K -165 -3%
Goldman Sachs
38
Goldman Sachs
New York
$427K +$71 +1 +0%
MCM
39
Murphy Capital Management
New Jersey
$411K -$3.46K -49 -0.8%
WP
40
WealthSource Partners
California
$398K +$398K +5,630 New
UBS Group
41
UBS Group
Switzerland
$396K +$11.9K +168 +3%
CAM
42
Cozad Asset Management
Illinois
$382K -$28.3K -400 -7%
AAS
43
Avantax Advisory Services
Texas
$349K +$349K +4,933 New
IWM
44
IHT Wealth Management
Illinois
$344K -$28.3K -400 -8%
NEGWA
45
New England Guild Wealth Advisors
Connecticut
$332K – – –
CA
46
Cetera Advisors
Colorado
$326K +$326K +4,609 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$315K -$29K -410 -8%
Nomura Asset Management
48
Nomura Asset Management
Japan
$300K +$300K +4,245 New
SFA
49
Spectrum Financial Alliance
Kentucky
$266K +$48.6K +688 +22%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$258K – – –
1
2
3 4