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iShares Residential and Multisector Real Estate ETF
REZ

94 hedge funds and large institutions have $166M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

14% more capital invested

Capital invested by funds: $146M → $166M (+$20M)

9% more funds holding

Funds holding: 86 → 94 (+8)

1.79% more ownership

Funds ownership: 40.56% → 42.35% (+1.8%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
35
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$7.05M
2
AAM
Ascension Asset Management
New York
+$4.55M
3
CI
CX Institutional
Indiana
+$2.16M
4
TCA
Taconic Capital Advisors
New York
+$1.64M
5
Brown Advisory
Brown Advisory
Maryland
+$1.06M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$2.1M
2
Morgan Stanley
Morgan Stanley
New York
-$1.98M
3
Wells Fargo
Wells Fargo
California
-$1.35M
4
Bank of America
Bank of America
North Carolina
-$1.28M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$924K +$660K +10,092 +286%
CA
27
Continuum Advisory
Idaho
$894K +$4.64K +71 +0.5%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$882K +$590K +9,013 +226%
Goldman Sachs
29
Goldman Sachs
New York
$835K +$171K +2,620 +27%
NFG
30
Next Financial Group
Texas
$804K +$48.2K +737 +7%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$794K +$225K +3,438 +42%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$772K +$236K +3,605 +46%
BL
33
BFSG LLC
California
$740K +$714K +10,913 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$709K -$588K -8,987 -46%
DC
35
Derby & Company
Massachusetts
$689K +$33.3K +509 +5%
CAN
36
Cetera Advisor Networks
California
$670K +$43K +657 +7%
RJA
37
Raymond James & Associates
Florida
$620K +$598K +9,143 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$601K +$142K +2,170 +32%
CA
39
Cetera Advisors
Colorado
$569K +$14.7K +225 +3%
AFA
40
American Financial Advisors
Georgia
$555K -$26.9K -412 -5%
RFC
41
Regions Financial Corp
Alabama
$530K – – –
AWM
42
AE Wealth Management
Kansas
$477K +$28.3K +433 +7%
DI
43
Disciplined Investments
Oklahoma
$469K – – –
FPGK
44
Financial Partners Group (Kansas)
Kansas
$457K -$1.5K -23 -0.3%
SS
45
Simplicity Solutions
Minnesota
$451K +$13.7K +209 +3%
CAM
46
Cozad Asset Management
Illinois
$449K – – –
KCM
47
Kendall Capital Management
Maryland
$426K +$100K +1,529 +32%
JP Morgan Chase
48
JP Morgan Chase
New York
$398K +$3.21K +49 +0.8%
NWA
49
Navis Wealth Advisors
New York
$398K +$384K +5,871 New
AAS
50
Avantax Advisory Services
Texas
$368K -$738K -11,289 -68%
1
2
3 4 5

REZ Hedge Fund Activity: Q4 2020 in Review

94 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2020, worth a combined $166M — up 14% from $146M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new REZ positions and 9 closed out — a net gain of 9 holders — while 35 added to existing stakes and 24 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $7.05M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $2.1M sold.

  • 94 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2020, up from 86 in Q3 2020.
  • Funds reported $166M of iShares Residential and Multisector Real Estate ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 18 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2020 and 9 closed out, a net change of +9 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2020 was Geneos Wealth Management, an estimated $7.05M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2020 was B. Riley Wealth Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.