REZ icon

iShares Residential and Multisector Real Estate ETF

175 hedge funds and large institutions have $616M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+22
Holders Change %
+14.38%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
42
Increased
57
Reduced
42
Closed
17
Calls
$462K
Puts
$146K
Net Calls
+$316K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
51
Raymond James Financial
Florida
$1.93M +$1.93M +23,876 New
TC
52
TAP Consulting
Missouri
$1.75M +$178K +2,195 +11%
CAG
53
Csenge Advisory Group
Florida
$1.68M +$1.68M +20,719 New
PF
54
Prosperitas Financial
California
$1.64M +$71.4K +881 +5%
CM
55
Cornerstone Management
Georgia
$1.61M +$8.75K +108 +0.5%
AWS
56
Atria Wealth Solutions
New York
$1.6M +$764K +9,433 +91%
HPA
57
High Probability Advisors
New York
$1.52M -$564K -6,962 -27%
AFS
58
Anderson Financial Strategies
Ohio
$1.44M +$1.44M +17,732 New
BMCM
59
Burns Matteson Capital Management
New York
$1.43M +$9.32K +115 +0.7%
AWM
60
AE Wealth Management
Kansas
$1.34M -$36.1K -445 -3%
GRP
61
Global Retirement Partners
California
$1.22M +$209K +2,580 +21%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$1.2M +$1.2M +14,825 New
HHRDM
63
H&H Retirement Design & Management
Nevada
$1.14M +$20.3K +241 +2%
MWML
64
M Wealth Management LLC
California
$1.14M +$1.14M +14,086 New
SA
65
Sincerus Advisory
New York
$1.1M +$1.1M +13,538 New
CI
66
CX Institutional
Indiana
$1.07M +$68.2K +842 +7%
SFC
67
Strategic Financial Concepts
Texas
$1.06M +$3.57K +44 +0.3%
PCP
68
Proficio Capital Partners
Massachusetts
$1.01M +$1.01M +12,525 New
Brown Advisory
69
Brown Advisory
Maryland
$940K +$33.5K +414 +4%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$905K +$536K +6,612 +145%
CFD
71
Creative Financial Designs
Indiana
$787K +$787K +9,712 New
Jane Street
72
Jane Street
New York
$767K +$767K +9,471 New
KCM
73
Kendall Capital Management
Maryland
$754K -$3.81K -47 -0.5%
SWM
74
SeaCrest Wealth Management
New York
$717K -$226K -2,784 -24%
CWM
75
Connecticut Wealth Management
Connecticut
$705K