REZ icon

iShares Residential and Multisector Real Estate ETF

89 hedge funds and large institutions have $126M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
32
Reduced
35
Closed
15
Calls
$258K
Puts
$247K
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Shares
Change %
VA
51
Valmark Advisers
Ohio
$248K +$3.91K +65 +2%
SRC
52
Shufro Rose & Co
New York
$246K +$246K +4,100 New
ASN
53
Advisory Services Network
Georgia
$230K -$224K -3,722 -49%
IAA
54
Ironsides Asset Advisors
North Carolina
$227K -$330K -5,505 -59%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$219K
KCM
56
Kendall Capital Management
Maryland
$219K +$219K +3,642 New
BCM
57
Boltwood Capital Management
California
$216K +$216K +3,600 New
CWM
58
Cabot Wealth Management
Massachusetts
$210K +$210K +3,508 New
CAAS
59
Capital Asset Advisory Services
Michigan
$204K +$204K +3,282 New
RJA
60
Raymond James & Associates
Florida
$202K -$44.2K -734 -18%
PAG
61
Private Advisor Group
New Jersey
$100K +$100K +1,656 New
PFO
62
Pathstone Family Office
New Jersey
$90K -$180K -3,000 -67%
GWM
63
Geneos Wealth Management
Colorado
$85K -$7.02K -120 -8%
GRP
64
Global Retirement Partners
California
$75K +$24.8K +413 +49%
IA
65
IFP Advisors
Florida
$63K -$21.9K -367 -26%
BC
66
Bartlett & Co
Ohio
$53K -$60.8K -1,011 -53%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$53K -$60.8K -1,011 -53%
OPS
68
Orion Portfolio Solutions
Nebraska
$41K -$11.1K -186 -21%
BA
69
Ballast Advisors
Minnesota
$24K
MAM
70
Marquette Asset Management
Minnesota
$22K -$166K -2,829 -88%
EIP
71
Ellis Investment Partners
Pennsylvania
$22K -$4.96K -80 -18%
HS
72
Horan Securities
United States
$19K +$184 +3 +1%
AIC
73
Archer Investment Corporation
Indiana
$15.6K -$19.6K -327 -56%
NSIM
74
North Star Investment Management
Illinois
$15K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$13K -$13.9K -229 -52%