REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

75 hedge funds and large institutions have $156M invested in iShares Residential and Multisector Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
27
Reduced
21
Closed
9
Calls
–
Puts
$871K
Net Calls
-$871K
Net Calls Change
+$2.38M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$8.68M
2
CIM
Confluence Investment Management
Missouri
+$7.16M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$5.27M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.44M
5
SCA
Snowden Capital Advisors
New York
+$2.12M

Top Sellers

1
LPL Financial
LPL Financial
California
-$12.2M
2
RJA
Raymond James & Associates
Florida
-$7.36M
3
SAM
Stringer Asset Management
Tennessee
-$4.12M
4
WBG
Wharton Business Group
Pennsylvania
-$2.83M
5
BCM
Barometer Capital Management
Ontario, Canada
-$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
51
Marquette Asset Management
Minnesota
$285K – – –
CIA
52
Capital Investment Advisors
Georgia
$280K – – –
AFP
53
Ausdal Financial Partners
Iowa
$275K +$275K +4,075 New
BCM
54
Boltwood Capital Management
California
$243K – – –
CWM
55
Cabot Wealth Management
Massachusetts
$237K – – –
FAAS
56
First Allied Advisory Services
California
$234K -$1.62K -24 -0.7%
BAC
57
Boys Arnold & Co
North Carolina
$230K +$230K +3,400 New
NFG
58
Next Financial Group
Texas
$220K +$109K +1,617 +98%
WP
59
WealthSource Partners
California
$220K +$220K +3,266 New
GWM
60
Geneos Wealth Management
Colorado
$134K +$89.2K +1,330 +199%
Creative Planning
61
Creative Planning
Kansas
$97K -$5.92K -88 -6%
RCG
62
Ruggie Capital Group
Florida
$75K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$69K +$3.46K +51 +5%
WEC
64
Winslow Evans & Crocker
Massachusetts
$52.5K – – –
ACM
65
Argentus Capital Management
Texas
$29K +$29K +434 New
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$20K – – –
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$20K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$14K – – –
US Bancorp
69
US Bancorp
Minnesota
$12K – – –
Citigroup
70
Citigroup
New York
$10K +$10K +141 New
BlackRock
71
BlackRock
New York
$8K +$5.52K +80 +222%
WA
72
WFG Advisors
Texas
$1K – – –
PVH
73
Psagot Value Holdings
Israel
$1K +$1K +9 New
WP
74
WealthPLAN Partners
Nebraska
$4 +$4 +65 New
RJA
75
Raymond James & Associates
Florida
– -$7.36M -111,597 Closed
1 2
3
4