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iShares Residential and Multisector Real Estate ETF
REZ

94 hedge funds and large institutions have $210M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

26% more capital invested

Capital invested by funds: $166M → $210M (+$43.9M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 94 → 94 (0)

0.32% less ownership

Funds ownership: 42.35% → 42.03% (-0.32%)

Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
33
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
Clearwater Capital Advisors
Illinois
+$4.93M
2
RJA
Raymond James & Associates
Florida
+$4.69M
3
Ameriprise
Ameriprise
Minnesota
+$3.99M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.08M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.06M

Top Sellers

1
AAM
Ascension Asset Management
New York
-$4.72M
2
CI
CX Institutional
Indiana
-$2.3M
3
Bank of America
Bank of America
North Carolina
-$1.48M
4
BL
BFSG LLC
California
-$740K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$49K +$15.2K +215 +48%
EIP
77
Ellis Investment Partners
Pennsylvania
$48K +$141 +2 +0.3%
CI
78
CX Institutional
Indiana
$40K -$2.3M -32,508 -98%
SPIA
79
Steward Partners Investment Advisory
New York
$35.5K – – –
Fidelity Investments
80
Fidelity Investments
Massachusetts
$33K – – –
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$10.5K +148 +174%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$16K +$71 +1 +0.5%
HS
83
Horan Securities
United States
$14K -$8.19K -116 -39%
US Bancorp
84
US Bancorp
Minnesota
$13K – – –
RPCA
85
Running Point Capital Advisors
California
$10K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
CG
87
Cutler Group
California
$7K -$6.99K -99 -50%
CFGS
88
Concourse Financial Group Securities
Alabama
$6K – – –
GWMIA
89
Global Wealth Management Investment Advisory
Florida
$6K – – –
MCC
90
Money Concepts Capital
Florida
$2K -$989 -14 -39%
BA
91
Bellwether Advisors
Nebraska
$2K +$2.19K +31 New
AIC
92
Ameritas Investment Company
Nebraska
$2K +$1.91K +27 New
FFA
93
Founders Financial Alliance
North Carolina
$1K – – –
TRCT
94
Tower Research Capital (TRC)
New York
$1K – – –
AAM
95
Ascension Asset Management
New York
– -$4.72M -69,559 Closed
BL
96
BFSG LLC
California
– -$740K -10,913 Closed
SS
97
Simplicity Solutions
Minnesota
– -$451K -6,650 Closed
KAS
98
Kestra Advisory Services
Texas
– -$257K -3,818 Closed
LNC
99
Lincoln National Corp
Pennsylvania
– -$229K -3,383 Closed
ASN
100
Advisory Services Network
Georgia
– -$186K -2,748 Closed
1 2 3
4
5

REZ Hedge Fund Activity: Q1 2021 in Review

94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2021, worth a combined $210M — up 26% from $166M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new REZ positions and 13 closed out — a net gain of 1 holder — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Clearwater Capital Advisors, opening a new position worth an estimated $4.93M. The largest seller was Ascension Asset Management, exiting entirely with an estimated $4.72M sold.

  • 94 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $210M of iShares Residential and Multisector Real Estate ETF stock for Q1 2021, up 26% quarter-over-quarter.
  • 14 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2021 and 13 closed out, a net change of +1 holder.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2021 was Clearwater Capital Advisors, an estimated $4.93M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2021 was Ascension Asset Management, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2021.