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iShares Residential and Multisector Real Estate ETF
REZ

94 hedge funds and large institutions have $210M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

26% more capital invested

Capital invested by funds: $166M → $210M (+$43.9M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 94 → 94 (0)

0.32% less ownership

Funds ownership: 42.35% → 42.03% (-0.32%)

Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
33
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
Clearwater Capital Advisors
Illinois
+$4.93M
2
RJA
Raymond James & Associates
Florida
+$4.69M
3
Ameriprise
Ameriprise
Minnesota
+$3.99M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.08M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.06M

Top Sellers

1
AAM
Ascension Asset Management
New York
-$4.72M
2
CI
CX Institutional
Indiana
-$2.3M
3
Bank of America
Bank of America
North Carolina
-$1.48M
4
BL
BFSG LLC
California
-$740K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$410K -$22.8K -323 -6%
PCFFS
52
Pacific Center for Financial Services
California
$400K +$17.9K +254 +5%
GRP
53
Global Retirement Partners
California
$376K +$171K +2,428 +92%
RFN
54
RDA Financial Network
Iowa
$332K +$2.19K +31 +0.7%
FI
55
Financial Insights
Washington
$312K +$13.3K +188 +5%
VA
56
Valmark Advisers
Ohio
$307K – – –
SRC
57
Shufro Rose & Co
New York
$303K – – –
HighTower Advisors
58
HighTower Advisors
Illinois
$297K +$282K +3,992 New
MCM
59
Murphy Capital Management
New Jersey
$283K – – –
AAS
60
Avantax Advisory Services
Texas
$275K -$120K -1,696 -31%
BWA
61
Beam Wealth Advisors
Louisiana
$270K -$36.9K -522 -13%
FANJ
62
Financial Architects (New Jersey)
New Jersey
$270K – – –
BCM
63
Boltwood Capital Management
California
$266K – – –
CWM
64
Cabot Wealth Management
Massachusetts
$240K – – –
SFS
65
Sowell Financial Services
Arkansas
$237K -$106K -1,499 -33%
IA
66
IFG Advisors
Missouri
$220K – – –
CCM
67
Consolidated Capital Management
California
$208K +$199K +2,815 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$207K -$31.1K -440 -14%
NEGWA
69
New England Guild Wealth Advisors
Connecticut
$201K +$191K +2,710 New
LAIC
70
Lederer & Associates Investment Counsel
California
$176K +$168K +2,375 New
SIS
71
Sound Income Strategies
Florida
$111K +$106K +1,497 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$91K – – –
DWP
73
Destiny Wealth Partners
Florida
$74K – – –
SSB
74
Sandy Spring Bank
Maryland
$73K +$69.7K +987 New
HI
75
Harbour Investments
Wisconsin
$69K +$66K +935 New
1 2
3
4 5

REZ Hedge Fund Activity: Q1 2021 in Review

94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2021, worth a combined $210M — up 26% from $166M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new REZ positions and 13 closed out — a net gain of 1 holder — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Clearwater Capital Advisors, opening a new position worth an estimated $4.93M. The largest seller was Ascension Asset Management, exiting entirely with an estimated $4.72M sold.

  • 94 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $210M of iShares Residential and Multisector Real Estate ETF stock for Q1 2021, up 26% quarter-over-quarter.
  • 14 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2021 and 13 closed out, a net change of +1 holder.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2021 was Clearwater Capital Advisors, an estimated $4.93M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2021 was Ascension Asset Management, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2021.