REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

138 hedge funds and large institutions have $345M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-10
Holders Change %
-6.76%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
13
Increased
43
Reduced
51
Closed
21
Calls
$1.29M
Puts
$2.03M
Net Calls
-$740K
Net Calls Change
+$604K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$33.6M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$7.73M
3
CAAS
3
Capital Asset Advisory Services
Michigan
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341K
2
UBS Group
2
UBS Group
Switzerland
$3.52M
3
CAN
3
Cetera Advisor Networks
California
$1.12M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.93M
5
Ameriprise
5
Ameriprise
Minnesota
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Momentum Advisors
New York
$1.06M +$76.2K +1,060 +8%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.06M -$1.88M -26,136 -64%
LSAG
53
Lake Street Advisors Group
New Hampshire
$1.04M +$1.04M +14,418 New
PCIG
54
Partners Capital Investment Group
Massachusetts
$1.04M +$1.04M +14,417 New
CG
55
Colony Group
Massachusetts
$951K -$10.2K -142 -1%
Marshall Wace
56
Marshall Wace
United Kingdom
$938K -$909K -12,636 -49%
CMP
57
Courage Miller Partners
Virginia
$767K -$13.7K -191 -2%
BSW
58
Buckingham Strategic Wealth
Missouri
$738K +$34.2K +477 +5%
CA
59
Cetera Advisors
Colorado
$707K -$15K -209 -2%
KCM
60
Kendall Capital Management
Maryland
$688K +$15.4K +215 +2%
PA
61
PFG Advisors
Arizona
$688K +$688K +9,584 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$660K – – –
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$582K – – –
BWG
64
Beta Wealth Group
California
$579K +$579K +8,060 New
RW
65
RVW Wealth
California
$568K +$10.1K +140 +2%
RFC
66
Regions Financial Corp
Alabama
$561K – – –
NWA
67
Navis Wealth Advisors
New York
$542K – – –
SPC
68
Sigma Planning Corp
Michigan
$531K -$20.8K -290 -4%
BAM
69
BTS Asset Management
Massachusetts
$530K -$352K -4,426 -40%
AFA
70
American Financial Advisors
Georgia
$516K -$2.37K -33 -0.5%
MIH
71
Meitav Investment House
Israel
$510K – – –
DI
72
Disciplined Investments
Oklahoma
$501K – – –
CAM
73
Cozad Asset Management
Illinois
$493K – – –
GRP
74
Global Retirement Partners
California
$485K -$429 -6 -0.1%
IA
75
IFP Advisors
Florida
$485K +$243 +4 +0.1%
1 2
3
4 5