REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

137 hedge funds and large institutions have $392M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
46
Reduced
47
Closed
21
Calls
$346K
Puts
$1.17M
Net Calls
-$828K
Net Calls Change
-$649K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$24.2M
2
ECM
Evergreen Capital Management
Washington
+$6.64M
3
Goldman Sachs
Goldman Sachs
New York
+$4.01M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.17M
5
CAM
Cresset Asset Management
Illinois
+$2.47M

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.84M
2
TCA
Taconic Capital Advisors
New York
-$1.19M
3
Bank of America
Bank of America
North Carolina
-$1.16M
4
Wells Fargo
Wells Fargo
California
-$1.11M
5
CAAS
Capital Asset Advisory Services
Michigan
-$898K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$2.92M +$1.79M +24,297 +158%
IFA
27
Interactive Financial Advisors
Illinois
$2.86M -$169K -412 -6%
PGF
28
Plan Group Financial
Oklahoma
$2.77M -$879K -11,955 -24%
CWM
29
Castle Wealth Management
Florida
$2.56M -$850K -11,568 -25%
FWM
30
Fonville Wealth Management
Virginia
$2.4M +$2.4M +32,646 New
BlackRock
31
BlackRock
New York
$2.38M – – –
KA
32
Kure Advisory
Minnesota
$2.34M +$329K +4,480 +16%
SFG
33
Sovereign Financial Group
Connecticut
$2.21M +$346K +4,708 +19%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.2M +$21.6K +293 +1%
AFAS
35
Acorn Financial Advisory Services
Virginia
$2.18M -$244K -3,383 -10%
LSAG
36
Lake Street Advisors Group
New Hampshire
$2.13M +$42.8K +582 +2%
PSF
37
Pacific Sun Financial
California
$1.9M -$105K -1,430 -5%
BFM
38
Boston Financial Management
Massachusetts
$1.89M – – –
HPA
39
High Probability Advisors
New York
$1.89M +$65.7K +894 +4%
CA
40
Continuum Advisory
Idaho
$1.67M +$14.9K +202 +0.9%
AFG
41
Arkansas Financial Group
Arkansas
$1.64M +$43.6K +593 +3%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.58M -$301K -4,095 -16%
CM
43
Cornerstone Management
Georgia
$1.47M – – –
TC
44
TAP Consulting
Missouri
$1.44M -$310K -4,222 -18%
AWM
45
AE Wealth Management
Kansas
$1.24M -$150K -2,142 -11%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.22M +$1.22M +16,641 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.07M -$74.9K -1,018 -7%
AWA
48
Arete Wealth Advisors
Illinois
$1.03M +$1.03M +14,068 New
HHRDM
49
H&H Retirement Design & Management
Nevada
$1.01M -$368K -5,346 -27%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$1M -$353K -4,807 -26%
1
2
3 4 5