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iShares Residential and Multisector Real Estate ETF
REZ

111 hedge funds and large institutions have $275M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

31% more capital invested

Capital invested by funds: $210M → $275M (+$65.6M)

18% more funds holding

Funds holding: 94 → 111 (+17)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.17% less ownership

Funds ownership: 42.03% → 40.86% (-1.2%)

Holders
111
Holders Change
+17
Holders Change %
+18.09%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
47
Reduced
22
Closed
7
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$425K

Top Buyers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
+$8.33M
2
Bank of America
Bank of America
North Carolina
+$5.59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.62M
4
EWA
Evolution Wealth Advisors
Florida
+$2.74M
5
Morgan Stanley
Morgan Stanley
New York
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$8.72M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.13M
3
APA
American Portfolios Advisors
New York
-$533K
4
TCA
Taconic Capital Advisors
New York
-$401K
5
Goldman Sachs
Goldman Sachs
New York
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
26
Boston Financial Management
Massachusetts
$2.14M – – –
TCA
27
Taconic Capital Advisors
New York
$2.08M -$401K -5,000 -17%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.92M +$1.19M +14,866 +181%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$1.77M +$801K +9,997 +89%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.76M +$627K +7,819 +59%
ZIM
31
Zacks Investment Management
Illinois
$1.75M +$667K +8,325 +66%
CA
32
Continuum Advisory
Idaho
$1.51M +$310K +3,873 +27%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.34M +$153K +1,906 +13%
CMP
34
Courage Miller Partners
Virginia
$1.32M -$40.5K -505 -3%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$1.18M -$1.13M -14,125 -50%
SPC
36
Sigma Planning Corp
Michigan
$1.13M -$33.7K -420 -3%
HPA
37
High Probability Advisors
New York
$1.09M +$1.05M +13,118 New
NFG
38
Next Financial Group
Texas
$982K +$4.57K +57 +0.5%
DC
39
Derby & Company
Massachusetts
$976K +$40.4K +504 +4%
CAN
40
Cetera Advisor Networks
California
$933K +$89.9K +1,122 +11%
Stifel Financial
41
Stifel Financial
Missouri
$838K +$806K +10,051 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$805K +$78.3K +977 +11%
KCM
43
Kendall Capital Management
Maryland
$802K +$242K +3,021 +46%
AWM
44
AE Wealth Management
Kansas
$777K +$157K +1,953 +27%
CA
45
Cetera Advisors
Colorado
$722K +$14K +175 +2%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$709K -$56.3K -703 -8%
AFA
47
American Financial Advisors
Georgia
$678K -$4.25K -53 -0.6%
DI
48
Disciplined Investments
Oklahoma
$676K +$96.5K +1,204 +17%
RFC
49
Regions Financial Corp
Alabama
$650K – – –
NWA
50
Navis Wealth Advisors
New York
$618K +$6.97K +87 +1%
1
2
3 4 5

REZ Hedge Fund Activity: Q2 2021 in Review

111 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2021, worth a combined $275M — up 31% from $210M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REZ positions and 7 closed out — a net gain of 18 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was Clearwater Capital Advisors, adding an estimated $8.33M. The largest seller was Geneos Wealth Management, cutting an estimated $8.72M.

  • 111 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2021, up from 94 in Q1 2021.
  • Funds reported $275M of iShares Residential and Multisector Real Estate ETF stock for Q2 2021, up 31% quarter-over-quarter.
  • 25 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2021 and 7 closed out, a net change of +18 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2021 was Clearwater Capital Advisors, an estimated $8.33M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $8.72M sold.

Based on aggregated 13F filings for Q2 2021.