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 %
DFA
101
DHJJ Financial Advisors
Illinois
$145K – – –
William Blair & Company
102
William Blair & Company
Illinois
$100K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$98.9K -$289K -4,004 -74%
CP
104
Castleview Partners
Texas
$93.2K +$93.2K +1,293 New
TRCT
105
Tower Research Capital (TRC)
New York
$74.9K -$22.3K -310 -23%
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$57.6K +$3.17K +43 +6%
MSG
107
Main Street Group
Virginia
$48.7K +$3.62K +51 +8%
SPIA
108
Steward Partners Investment Advisory
New York
$34.6K – – –
AF
109
Allworth Financial
California
$28.6K – – –
GJIA
110
Glass Jacobson Investment Advisors
Maryland
$22.3K +$72 +1 +0.3%
WTC
111
WhitTier Trust Company
Nevada
$20.7K – – –
HCM
112
Hollencrest Capital Management
California
$19K – – –
HI
113
Harbour Investments
Wisconsin
$16.7K – – –
GWM
114
Geneos Wealth Management
Colorado
$16.2K -$4.18K -58 -20%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$14.6K -$8.73K -121 -37%
SWM
116
Spire Wealth Management
Virginia
$10.6K – – –
GIA
117
GHP Investment Advisors
Colorado
$9.08K – – –
PS
118
Principal Securities
Iowa
$8.36K – – –
TSWM
119
Tyler-Stone Wealth Management
Ohio
$8.14K – – –
CIA
120
Cape Investment Advisory
Georgia
$7.95K – – –
AWM
121
Avior Wealth Management
Nebraska
$7.7K – – –
SS
122
Sunbelt Securities
Texas
$7.21K – – –
ME
123
McIlrath & Eck
Washington
$5.91K – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$5.41K – – –
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$4.69K +$4.69K +66 New
3 4
5
6 7