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iShares Residential and Multisector Real Estate ETF
REZ

54 hedge funds and large institutions have $143M invested in iShares Residential and Multisector Real Estate ETF in 2013 Q2 according to their latest regulatory filings, with 54 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

39.92% more ownership

Funds ownership: 0% → 39.92% (+40%)

Holders
54
Holders Change
+54
Holders Change %
–
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.13%
New
54
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$25.7M +$26.7M +502,545 New
LPL Financial
2
LPL Financial
California
$19M +$19.7M +371,310 New
Comerica Bank
3
Comerica Bank
Texas
$16.3M +$16.9M +318,321 New
HC
4
Highmount Capital
New York
$15.2M +$15.8M +297,215 New
Bank of America
5
Bank of America
North Carolina
$9.4M +$9.74M +183,586 New
FPTW
6
Franklin, Parlapiano, Turner & Welch
Texas
$9.23M +$9.57M +180,306 New
Wells Fargo
7
Wells Fargo
California
$5.8M +$6.02M +113,328 New
QA
8
Quantitative Advantage
Minnesota
$5.38M +$5.58M +105,084 New
CWM
9
Cabot Wealth Management
Massachusetts
$4.73M +$4.9M +92,374 New
Morgan Stanley
10
Morgan Stanley
New York
$4.42M +$4.59M +86,462 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.71M +$2.81M +52,972 New
CMP
12
Courage Miller Partners
Virginia
$2.47M +$2.56M +48,194 New
U
13
UBS
Switzerland
$2.45M +$2.54M +47,875 New
FHC
14
First Heartland Consultants
Missouri
$2.38M +$2.47M +46,482 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$2.17M +$2.25M +42,400 New
ACM
16
Avalon Capital Management
California
$1.88M +$1.95M +36,704 New
FANJ
17
Financial Architects (New Jersey)
New Jersey
$1.53M +$1.6M +30,086 New
BRWA
18
B. Riley Wealth Advisors
Florida
$1.4M +$1.45M +27,250 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.38M +$1.43M +26,911 New
CS
20
Credit Suisse
Switzerland
$1.33M +$1.38M +26,075 New
FMBTD
21
First Midwest Bank Trust Division
Illinois
$1.11M +$1.16M +21,775 New
RJA
22
Raymond James & Associates
Florida
$1.07M +$1.11M +20,852 New
NFG
23
Nadler Financial Group
Illinois
$1.03M +$1.07M +20,131 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$877K +$910K +17,142 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$733K +$760K +14,323 New
1
2 3

REZ Hedge Fund Activity: Q2 2013 in Review

54 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2013, worth a combined $143M.

Buyers outnumbered sellers: 54 funds opened new REZ positions and 0 closed out — a net gain of 54 holders — while 0 added to existing stakes and 0 trimmed.

  • 54 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $143M of iShares Residential and Multisector Real Estate ETF stock for Q2 2013.
  • 54 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2013 and 0 closed out, a net change of +54 holders.

Based on aggregated 13F filings for Q2 2013.