REZ icon

iShares Residential and Multisector Real Estate ETF

137 hedge funds and large institutions have $392M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
0%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
46
Reduced
47
Closed
21
Calls
$346K
Puts
$1.17M
Net Calls
-$828K
Net Calls Change
-$649K
Name Holding Trade Value Shares
Change
Shares
Change %
CI
51
CX Institutional
Indiana
$875K +$875K +11,908 New
Brown Advisory
52
Brown Advisory
Maryland
$825K -$54K -735 -6%
SCM
53
Saxony Capital Management
Missouri
$818K +$818K +11,122 New
KCM
54
Kendall Capital Management
Maryland
$774K -$19K -258 -2%
GRP
55
Global Retirement Partners
California
$723K +$44.7K +617 +7%
BSW
56
Buckingham Strategic Wealth
Missouri
$667K -$67.9K -924 -9%
BRWA
57
B. Riley Wealth Advisors
Florida
$641K +$214K +2,914 +50%
CWM
58
Connecticut Wealth Management
Connecticut
$639K +$639K +8,695 New
HighTower Advisors
59
HighTower Advisors
Illinois
$610K +$21.5K +291 +4%
NWA
60
Navis Wealth Advisors
New York
$586K +$11.8K +160 +2%
CA
61
Cetera Advisors
Colorado
$572K -$30.9K -420 -5%
SWA
62
Strategies Wealth Advisors
Michigan
$566K +$11.3K +154 +2%
CMP
63
Courage Miller Partners
Virginia
$558K -$107K -1,450 -16%
BWG
64
Beta Wealth Group
California
$532K -$209K -2,845 -28%
MIH
65
Meitav Investment House
Israel
$525K
AFA
66
American Financial Advisors
Georgia
$505K -$4.12K -56 -0.8%
CAN
67
Cetera Advisor Networks
California
$492K -$714K -9,708 -59%
ML
68
McAdam LLC
Pennsylvania
$489K -$179K -2,438 -27%
GW
69
GW & Wade
Massachusetts
$460K +$83.3K +1,133 +22%
RW
70
RVW Wealth
California
$424K -$56.2K -764 -12%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$400K +$173K +2,317 +76%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$368K
MMH
73
Menora Mivtachim Holdings
Israel
$368K
AWS
74
Atria Wealth Solutions
New York
$355K +$5.29K +72 +2%
AAS
75
Avantax Advisory Services
Texas
$348K +$22.8K +310 +7%