REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

87 hedge funds and large institutions have $222M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
14
Increased
38
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$42.3M
2
UBS Group
2
UBS Group
Switzerland
$8.12M
3
Jane Street
3
Jane Street
New York
$5.25M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.17M
5
Bank of America
5
Bank of America
North Carolina
$8.08M

Top Sellers

1
NCM
1
Niemann Capital Management
Nevada
$20.9M
2
SWM
2
Segment Wealth Management
Texas
$0
3
FIM
3
Freedom Investment Management
Connecticut
$3.57M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.41M
5
SPC
5
Sigma Planning Corp
Michigan
$318K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$319K +$319K +4,376 New
SPC
52
Sigma Planning Corp
Michigan
$318K -$928K -12,710 -74%
SS
53
Sunbelt Securities
Texas
$316K +$316K +4,337 New
ASN
54
Advisory Services Network
Georgia
$272K +$230K +3,150 +548%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$267K +$112K +1,544 +73%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$266K – – –
BCM
57
Boltwood Capital Management
California
$263K – – –
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$259K -$65.6K -900 -20%
CWM
59
Cabot Wealth Management
Massachusetts
$256K – – –
RFN
60
RDA Financial Network
Iowa
$251K +$25.2K +334 +11%
Stifel Financial
61
Stifel Financial
Missouri
$245K -$5.23K -72 -2%
KCM
62
Kendall Capital Management
Maryland
$244K +$244K +3,347 New
VA
63
Valmark Advisers
Ohio
$235K +$291 +4 +0.1%
MAM
64
Marquette Asset Management
Minnesota
$234K – – –
FAAS
65
First Allied Advisory Services
California
$230K +$2.62K +36 +1%
LWAC
66
Laurel Wealth Advisors (California)
California
$228K +$228K +3,120 New
PCFFS
67
Pacific Center for Financial Services
California
$130K +$130K +1,783 New
APA
68
American Portfolios Advisors
New York
$130K +$4.38K +60 +3%
GWM
69
Geneos Wealth Management
Colorado
$69K – – –
WB
70
Webster Bank
Connecticut
$65K +$65K +897 New
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$44K +$22K +300 +100%
Citigroup
72
Citigroup
New York
$41K +$25.4K +353 +163%
BA
73
Belvedere Advisors
California
$39K -$143K -1,965 -79%
PFBT
74
Parkside Financial Bank & Trust
Missouri
$33K – – –
EIP
75
Ellis Investment Partners
Pennsylvania
$31K +$31K +435 New
1 2
3
4