REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

140 hedge funds and large institutions have $315M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
51
Reduced
41
Closed
15
Calls
$352K
Puts
$602K
Net Calls
-$250K
Net Calls Change
+$178K

Top Buyers

1
CAM
Cresset Asset Management
Illinois
+$3.26M
2
CAAS
Capital Asset Advisory Services
Michigan
+$3.08M
3
Bank of America
Bank of America
North Carolina
+$2.63M
4
Ameriprise
Ameriprise
Minnesota
+$2.36M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.11M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$3.01M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$2.66M
3
AC
Avestar Capital
New York
-$2.63M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.65M
5
Goldman Sachs
Goldman Sachs
New York
-$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$8.57K -$1.65M -22,485 -99%
AWM
127
Avior Wealth Management
Nebraska
$7.64K +$73 +1 +1%
SS
128
Sunbelt Securities
Texas
$7.33K – – –
WP
129
WealthPLAN Partners
Nebraska
$6.74K – – –
ME
130
McIlrath & Eck
Washington
$5.86K – – –
CT
131
Colonial Trust
South Carolina
$4.44K – – –
IGWM
132
ICA Group Wealth Management
Colorado
$4.4K – – –
FHA
133
First Horizon Advisors
Tennessee
$3.66K +$3.66K +50 New
IF
134
Integrity Financial
Wyoming
$3.15K -$9.67K -132 -75%
IRC
135
Investors Research Corp
Georgia
$2.27K – – –
PA
136
PSI Advisors
Florida
$1.76K – – –
RWPA
137
Richard W. Paul & Associates
Michigan
$1.39K +$1.39K +19 New
FFA
138
Founders Financial Alliance
North Carolina
$1.1K – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
S
140
SignatureFD
Georgia
$48 -$95.4K -1,987 -100%
AC
141
Avestar Capital
New York
– -$2.63M -37,236 Closed
GCP
142
GSA Capital Partners
United Kingdom
– -$382K -5,405 Closed
BAM
143
BTS Asset Management
Massachusetts
– -$274K -3,881 Closed
ACM
144
Anfield Capital Management
California
– -$270K -3,821 Closed
Truist Financial
145
Truist Financial
North Carolina
– -$256K -3,632 Closed
AAS
146
Ameritas Advisory Services
Nebraska
– -$169K -2,387 Closed
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
– -$95.1K -1,346 Closed
ASN
148
Advisory Services Network
Georgia
– -$69.1K -979 Closed
CG
149
Cutler Group
California
– -$35K -500 Closed
BA
150
Bellwether Advisors
Nebraska
– -$2.19K -31 Closed
3 4 5
6
7