REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

86 hedge funds and large institutions have $146M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
36
Reduced
23
Closed
13
Calls
–
Puts
$390K
Net Calls
-$390K
Net Calls Change
-$401K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.9M
2
CAAS
2
Capital Asset Advisory Services
Michigan
$8.26M
3
Bank of America
3
Bank of America
North Carolina
$14.1M
4
UBS Group
4
UBS Group
Switzerland
$10.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.19M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$243K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$2.1M
4
LPL Financial
4
LPL Financial
California
$3.13M
5
TRCT
5
Tower Research Capital (TRC)
New York
$660K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
76
Glen Eagle Advisors
New Jersey
$6.1K – – –
GWMIA
77
Global Wealth Management Investment Advisory
Florida
$5K – – –
CFGS
78
Concourse Financial Group Securities
Alabama
$5K +$1.78K +27 +55%
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.57K +$4.57K +75 New
Citigroup
80
Citigroup
New York
$4K – – –
WEC
81
Winslow Evans & Crocker
Massachusetts
$3K -$2.67K -40 -47%
William Blair & Company
82
William Blair & Company
Illinois
$3K – – –
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$3K – – –
AIC
84
Archer Investment Corporation
Indiana
$1.71K -$14.1K -231 -89%
FFA
85
Founders Financial Alliance
North Carolina
$1K +$1K +15 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
– -$253K -4,294 Closed
IAA
87
Ironsides Asset Advisors
North Carolina
– -$227K -3,785 Closed
CWM
88
Cabot Wealth Management
Massachusetts
– -$210K -3,508 Closed
RJA
89
Raymond James & Associates
Florida
– -$202K -3,358 Closed
PAG
90
Private Advisor Group
New Jersey
– -$100K -1,656 Closed
PFO
91
Pathstone Family Office
New Jersey
– -$90K -1,500 Closed
IA
92
IFP Advisors
Florida
– -$63K -1,054 Closed
BCWM
93
Bartlett & Co Wealth Management
Ohio
– -$53K -882 Closed
BC
94
Bartlett & Co
Ohio
– -$53K -882 Closed
OPS
95
Orion Portfolio Solutions
Nebraska
– -$41K -685 Closed
NSIM
96
North Star Investment Management
Illinois
– -$15K -250 Closed
PIMG
97
Patriot Investment Management Group
Tennessee
– -$4.87K -81 Closed
1 2 3
4