REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

94 hedge funds and large institutions have $119M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-11
Holders Change %
-10.48%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
20
Increased
32
Reduced
26
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$13.6M
2
Citadel Advisors
Citadel Advisors
Florida
$2.46M
3
BRWA
B. Riley Wealth Advisors
Florida
$2.36M
4
APA
American Portfolios Advisors
New York
$2.24M
5
Morgan Stanley
Morgan Stanley
New York
$10.1M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$0
2
CIM
Cambria Investment Management
California
$0
3
LPL Financial
LPL Financial
California
$4.97M
4
FMP
Financial Management Professionals
Texas
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$271K +$10.8K +197 +4%
FPGK
52
Financial Partners Group (Kansas)
Kansas
$271K +$78.1K +1,529 +40%
PCFFS
53
Pacific Center for Financial Services
California
$263K +$127K +2,309 +94%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$261K -$284K -5,144 -52%
Stifel Financial
55
Stifel Financial
Missouri
$261K +$35.5K +645 +16%
PFO
56
Pathstone Family Office
New Jersey
$248K +$248K +4,500 New
APW
57
Aurora Private Wealth
New Jersey
$237K +$237K +4,297 New
RJA
58
Raymond James & Associates
Florida
$226K -$170K -3,081 -43%
VA
59
Valmark Advisers
Ohio
$224K -$2.49K -45 -1%
FANJ
60
Financial Architects (New Jersey)
New Jersey
$201K – – –
MAM
61
Marquette Asset Management
Minnesota
$177K – – –
BCWM
62
Bartlett & Co Wealth Management
Ohio
$104K – – –
BC
63
Bartlett & Co
Ohio
$104K +$104K +1,893 New
GWM
64
Geneos Wealth Management
Colorado
$88K +$28K +500 +47%
CFA
65
Carroll Financial Associates
North Carolina
$78K +$78K +1,419 New
IA
66
IFP Advisors
Florida
$77K +$5.42K +100 +8%
OPS
67
Orion Portfolio Solutions
Nebraska
$48K +$28.1K +509 +141%
GRP
68
Global Retirement Partners
California
$46K +$10.8K +196 +31%
SF
69
Synovus Financial
Georgia
$38K +$38K +680 New
AIC
70
Archer Investment Corporation
Indiana
$32K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$29K -$505K -9,108 -95%
PFBT
72
Parkside Financial Bank & Trust
Missouri
$25K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$25K +$3.16K +56 +14%
BMM
74
Berkshire Money Management
Massachusetts
$24K +$24K +429 New
BA
75
Ballast Advisors
Minnesota
$22K – – –
1 2
3
4 5