REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

94 hedge funds and large institutions have $119M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-11
Holders Change %
-10.48%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
20
Increased
32
Reduced
26
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$13.6M
2
Citadel Advisors
Citadel Advisors
Florida
$2.46M
3
BRWA
B. Riley Wealth Advisors
Florida
$2.36M
4
APA
American Portfolios Advisors
New York
$2.24M
5
Morgan Stanley
Morgan Stanley
New York
$10.1M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$0
2
CIM
Cambria Investment Management
California
$0
3
LPL Financial
LPL Financial
California
$4.97M
4
FMP
Financial Management Professionals
Texas
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
101
Prospera Financial Services
Texas
– -$522K -6,925 Closed
FFN
102
Focus Financial Network
Minnesota
– -$451K -5,984 Closed
BFPW
103
BOK Financial Private Wealth
Colorado
– -$400K -5,306 Closed
FIM
104
Freedom Investment Management
Connecticut
– -$394K -5,225 Closed
BCM
105
Boltwood Capital Management
California
– -$271K -3,600 Closed
KCM
106
Kendall Capital Management
Maryland
– -$268K -3,558 Closed
CWM
107
Cabot Wealth Management
Massachusetts
– -$264K -3,508 Closed
IWC
108
Integrated Wealth Concepts
Massachusetts
– -$255K -3,382 Closed
IA
109
IFG Advisors
Missouri
– -$241K -3,202 Closed
LWAC
110
Laurel Wealth Advisors (California)
California
– -$230K -3,058 Closed
FAAS
111
First Allied Advisory Services
California
– -$221K -2,926 Closed
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
– -$211K -2,804 Closed
SFA
113
Spectrum Financial Alliance
Kentucky
– -$207K -2,747 Closed
SPC
114
Sigma Planning Corp
Michigan
– -$201K -2,668 Closed
CF
115
Centaurus Financial
California
– -$197K -2,618 Closed
Northern Trust
116
Northern Trust
Illinois
– -$29K -397 Closed
APWM
117
Atlas Private Wealth Management
New York
– -$15K -200 Closed
FA
118
Faithward Advisors
Pennsylvania
– -$10K -136 Closed
PA
119
Parallel Advisors
California
– -$10K -128 Closed
DC
120
DeDora Capital
California
– -$6K -77 Closed
CAAS
121
Capital Asset Advisory Services
Michigan
– -$2K -27 Closed
PA
122
PSI Advisors
Florida
– -$1K -24 Closed
1 2 3 4
5