REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

143 hedge funds and large institutions have $302M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
44
Reduced
44
Closed
17
Calls
$3.62M
Puts
$6.36M
Net Calls
-$2.73M
Net Calls Change
-$1.99M

Top Buyers

1
CAAS
Capital Asset Advisory Services
Michigan
$24.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.43M
3
Ameriprise
Ameriprise
Minnesota
$33M
4
Goldman Sachs
Goldman Sachs
New York
$10.5M
5
MML Investors Services
MML Investors Services
Massachusetts
$6.35M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.49M
2
Bank of America
Bank of America
North Carolina
$21M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.53M
4
Morgan Stanley
Morgan Stanley
New York
$29.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$2.21M – – –
Stifel Financial
27
Stifel Financial
Missouri
$1.99M -$93.1K -1,363 -4%
PSF
28
Pacific Sun Financial
California
$1.91M -$135K -1,980 -7%
SPIA
29
Steward Partners Investment Advisory
New York
$1.83M +$46.2K +676 +3%
HPA
30
High Probability Advisors
New York
$1.83M +$114K +1,666 +7%
BFM
31
Boston Financial Management
Massachusetts
$1.76M +$410 +6 +0%
AWM
32
AE Wealth Management
Kansas
$1.66M -$1.33M -19,449 -44%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$1.53M -$5.82M -85,231 -79%
AFAS
34
Acorn Financial Advisory Services
Virginia
$1.53M +$168K +2,464 +12%
ES
35
Eagle Strategies
New York
$1.52M -$29K -424 -2%
CA
36
Continuum Advisory
Idaho
$1.36M +$53.4K +781 +4%
CM
37
Cornerstone Management
Georgia
$1.34M – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.31M -$530K -7,755 -29%
TC
39
TAP Consulting
Missouri
$1.3M -$76.1K -1,114 -6%
TCA
40
Taconic Capital Advisors
New York
$1.23M – – –
TRCT
41
Tower Research Capital (TRC)
New York
$1.19M -$108K -1,585 -8%
Renaissance Technologies
42
Renaissance Technologies
New York
$1.13M +$1.13M +16,600 New
SFG
43
Sovereign Financial Group
Connecticut
$1.13M -$140K -2,054 -11%
CG
44
Colony Group
Massachusetts
$1.06M +$154K +2,254 +17%
LSAG
45
Lake Street Advisors Group
New Hampshire
$1M +$14.7K +215 +1%
PCIG
46
Partners Capital Investment Group
Massachusetts
$1,000K +$14.7K +215 +1%
AFG
47
Arkansas Financial Group
Arkansas
$986K +$986K +14,429 New
SI
48
Saxon Interests
Texas
$981K +$611K +8,772 +165%
MA
49
Momentum Advisors
New York
$971K -$39.1K -572 -4%
CAN
50
Cetera Advisor Networks
California
$965K -$99K -1,449 -9%
1
2
3 4 5