REZ icon

iShares Residential and Multisector Real Estate ETF

89 hedge funds and large institutions have $126M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
32
Reduced
35
Closed
15
Calls
$258K
Puts
$247K
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Continuum Advisory
Idaho
$802K +$188K +3,014 +31%
NFG
27
Next Financial Group
Texas
$618K +$11K +183 +2%
DC
28
Derby & Company
Massachusetts
$590K +$139K +2,322 +31%
LNC
29
Lincoln National Corp
Pennsylvania
$518K -$901 -15 -0.2%
AWM
30
AE Wealth Management
Kansas
$515K +$18.1K +302 +4%
AFA
31
American Financial Advisors
Georgia
$506K -$20K -338 -4%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$484K +$136K +2,260 +39%
CA
33
Cetera Advisors
Colorado
$477K -$83K -1,380 -15%
RFC
34
Regions Financial Corp
Alabama
$469K +$469K +7,805 New
Goldman Sachs
35
Goldman Sachs
New York
$455K +$60 +1 +0%
DI
36
Disciplined Investments
Oklahoma
$415K +$49.8K +829 +14%
SS
37
Simplicity Solutions
Minnesota
$399K -$44.7K -743 -10%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$383K +$64.4K +1,073 +20%
RFN
39
RDA Financial Network
Iowa
$377K +$21K +349 +6%
CAN
40
Cetera Advisor Networks
California
$343K -$80.7K -1,342 -19%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$334K +$38.3K +637 +13%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$332K -$49.5K -822 -13%
CAM
43
Cozad Asset Management
Illinois
$331K +$6.01K +100 +2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$329K +$45.1K +752 +16%
PCFFS
45
Pacific Center for Financial Services
California
$307K +$19.9K +331 +7%
SFS
46
Sowell Financial Services
Arkansas
$297K -$20.9K -348 -7%
AAS
47
Avantax Advisory Services
Texas
$295K -$1.41M -23,527 -83%
MCM
48
Murphy Capital Management
New Jersey
$284K -$15K -250 -5%
BWA
49
Beam Wealth Advisors
Louisiana
$268K +$268K +4,387 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$253K +$253K +4,294 New