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iShares Residential and Multisector Real Estate ETF
REZ

111 hedge funds and large institutions have $275M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

31% more capital invested

Capital invested by funds: $210M → $275M (+$65.6M)

18% more funds holding

Funds holding: 94 → 111 (+17)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.17% less ownership

Funds ownership: 42.03% → 40.86% (-1.2%)

Holders
111
Holders Change
+17
Holders Change %
+18.09%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
47
Reduced
22
Closed
7
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$425K

Top Buyers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
+$8.33M
2
Bank of America
Bank of America
North Carolina
+$5.59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.62M
4
EWA
Evolution Wealth Advisors
Florida
+$2.74M
5
Morgan Stanley
Morgan Stanley
New York
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$8.72M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.13M
3
APA
American Portfolios Advisors
New York
-$533K
4
TCA
Taconic Capital Advisors
New York
-$401K
5
Goldman Sachs
Goldman Sachs
New York
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
PFG Advisors
Arizona
$617K +$594K +7,408 New
FPGK
52
Financial Partners Group (Kansas)
Kansas
$576K -$16.6K -207 -3%
CAM
53
Cozad Asset Management
Illinois
$551K – – –
PCFFS
54
Pacific Center for Financial Services
California
$454K +$2.88K +36 +0.7%
SIS
55
Sound Income Strategies
Florida
$453K +$316K +3,942 +263%
GRP
56
Global Retirement Partners
California
$430K +$6.41K +80 +2%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$417K +$401K +5,000 New
JP Morgan Chase
58
JP Morgan Chase
New York
$384K -$75.2K -938 -17%
RFN
59
RDA Financial Network
Iowa
$373K -$1.04K -13 -0.3%
BWA
60
Beam Wealth Advisors
Louisiana
$352K +$46.2K +576 +16%
AFAS
61
Acorn Financial Advisory Services
Virginia
$347K +$334K +4,169 New
VA
62
Valmark Advisers
Ohio
$346K +$882 +11 +0.3%
SRC
63
Shufro Rose & Co
New York
$342K – – –
HighTower Advisors
64
HighTower Advisors
Illinois
$340K +$7.69K +96 +2%
MCM
65
Murphy Capital Management
New Jersey
$319K – – –
FANJ
66
Financial Architects (New Jersey)
New Jersey
$304K – – –
BCM
67
Boltwood Capital Management
California
$300K – – –
KIG
68
Kowal Investment Group
Wisconsin
$282K +$271K +3,382 New
CP
69
Camelot Portfolios
Ohio
$266K +$256K +3,190 New
Goldman Sachs
70
Goldman Sachs
New York
$252K -$250K -3,122 -51%
PFS
71
Prospera Financial Services
Texas
$250K +$240K +2,994 New
AAS
72
Avantax Advisory Services
Texas
$247K -$56.7K -708 -19%
CCM
73
Consolidated Capital Management
California
$240K +$4.97K +62 +2%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$236K +$3.53K +44 +2%
NEGWA
75
New England Guild Wealth Advisors
Connecticut
$229K +$2.56K +32 +1%
1 2
3
4 5

REZ Hedge Fund Activity: Q2 2021 in Review

111 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2021, worth a combined $275M — up 31% from $210M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REZ positions and 7 closed out — a net gain of 18 holders — while 47 added to existing stakes and 22 trimmed.

The largest buyer was Clearwater Capital Advisors, adding an estimated $8.33M. The largest seller was Geneos Wealth Management, cutting an estimated $8.72M.

  • 111 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2021, up from 94 in Q1 2021.
  • Funds reported $275M of iShares Residential and Multisector Real Estate ETF stock for Q2 2021, up 31% quarter-over-quarter.
  • 25 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2021 and 7 closed out, a net change of +18 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2021 was Clearwater Capital Advisors, an estimated $8.33M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $8.72M sold.

Based on aggregated 13F filings for Q2 2021.