REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

139 hedge funds and large institutions have $333M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
45
Reduced
42
Closed
13
Calls
$36K
Puts
$987K
Net Calls
-$951K
Net Calls Change
-$123K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$5.31M
2
VanEck Associates
2
VanEck Associates
New York
$2.42M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$1.91M
4
CAAS
4
Capital Asset Advisory Services
Michigan
$32.6M
5
AWM
5
Axxcess Wealth Management
California
$32.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$10.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.1M
3
AFAS
3
Acorn Financial Advisory Services
Virginia
$0
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$2.09M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMH
76
Menora Mivtachim Holdings
Israel
$360K – – –
PGFC
77
Peapack-Gladstone Financial Corp
New Jersey
$360K – – –
AWS
78
Atria Wealth Solutions
New York
$349K +$1.15K +16 +0.3%
CAM
79
Cozad Asset Management
Illinois
$340K – – –
AAS
80
Avantax Advisory Services
Texas
$335K -$5.84K -81 -2%
Millennium Management
81
Millennium Management
New York
$334K +$334K +4,633 New
ML
82
McAdam LLC
Pennsylvania
$308K -$171K -2,372 -36%
MOS
83
MGO One Seven
Ohio
$301K – – –
KAS
84
Kestra Advisory Services
Texas
$292K -$20.8K -288 -7%
VA
85
Valmark Advisers
Ohio
$285K +$17.4K +242 +7%
Creative Planning
86
Creative Planning
Kansas
$285K +$78.8K +1,094 +38%
SIS
87
Sound Income Strategies
Florida
$271K -$22.7K -315 -8%
BCM
88
Boltwood Capital Management
California
$259K – – –
DI
89
Disciplined Investments
Oklahoma
$258K – – –
BA
90
Bard Associates
Illinois
$249K – – –
ATI
91
ARK & TLK Investments
Oklahoma
$245K – – –
RFN
92
RDA Financial Network
Iowa
$226K +$432 +6 +0.2%
AAS
93
Ameritas Advisory Services
Nebraska
$223K +$7.78K +108 +4%
BWCS
94
Beirne Wealth Consulting Services
Connecticut
$223K +$1.01K +14 +0.5%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$222K +$1.01K +14 +0.5%
SPC
96
Sigma Planning Corp
Michigan
$216K -$65.7K -912 -23%
SRC
97
Shufro Rose & Co
New York
$216K +$216K +3,000 New
PCFFS
98
Pacific Center for Financial Services
California
$177K – – –
DWS
99
Dynamic Wealth Strategies
California
$163K -$64.4K -894 -28%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$153K -$13.3K -185 -8%
2 3
4
5 6