REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

94 hedge funds and large institutions have $166M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
35
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Ascension Asset Management
New York
$4.72M
2
CI
2
CX Institutional
Indiana
$2.24M
3
TCA
3
Taconic Capital Advisors
New York
$1.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$2.44M
5
RW
5
RVW Wealth
California
$1M

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.26M
3
Wells Fargo
3
Wells Fargo
California
$4.34M
4
Bank of America
4
Bank of America
North Carolina
$14.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$30K +$25.7K +383 +598%
HS
77
Horan Securities
United States
$20K -$870 -13 -4%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$15K +$138 +2 +0.9%
CG
79
Cutler Group
California
$13K – – –
US Bancorp
80
US Bancorp
Minnesota
$12K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
WEC
82
Winslow Evans & Crocker
Massachusetts
$9K +$5.89K +85 +189%
RPCA
83
Running Point Capital Advisors
California
$9K +$9K +132 New
GEA
84
Glen Eagle Advisors
New Jersey
$6.79K – – –
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6K +85 New
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.09K – – –
GWMIA
87
Global Wealth Management Investment Advisory
Florida
$5K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$5K – – –
William Blair & Company
89
William Blair & Company
Illinois
$3K – – –
MCC
90
Money Concepts Capital
Florida
$2K +$2K +36 New
TRCT
91
Tower Research Capital (TRC)
New York
$1K -$676K -10,812 -100%
FFA
92
Founders Financial Alliance
North Carolina
$1K – – –
VFA
93
Valeo Financial Advisors
Indiana
$1K +$1K +10 New
BRWA
94
B. Riley Wealth Advisors
Florida
– -$2.1M -34,974 Closed
Citadel Advisors
95
Citadel Advisors
Florida
– -$1.02M -16,691 Closed
LWAC
96
Laurel Wealth Advisors (California)
California
– -$273K -4,482 Closed
NNP
97
Nachman Norwood & Parrott
South Carolina
– -$53K -876 Closed
BA
98
Ballast Advisors
Minnesota
– -$24K -397 Closed
MAM
99
Marquette Asset Management
Minnesota
– -$23K -374 Closed
Northern Trust
100
Northern Trust
Illinois
– -$25K -205 Closed
1 2 3
4
5