REZ icon

iShares Residential and Multisector Real Estate ETF

51 hedge funds and large institutions have $75.3M invested in iShares Residential and Multisector Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
12
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HC
1
Highmount Capital
New York
$12.3M -$902K -19,992 -7%
WBG
2
Wharton Business Group
Pennsylvania
$9.42M -$13.8M -305,636 -59%
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$8.68M +$220K +4,887 +3%
Comerica Bank
4
Comerica Bank
Texas
$8.29M -$2.45M -54,232 -23%
Morgan Stanley
5
Morgan Stanley
New York
$4.21M -$40.2K -892 -0.9%
Bank of America
6
Bank of America
North Carolina
$4.14M -$3.34M -74,106 -45%
LPL Financial
7
LPL Financial
California
$4.13M -$1.09M -24,174 -21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.03M +$1.78M +39,466 +142%
Wells Fargo
9
Wells Fargo
California
$2.98M -$1.1M -24,364 -27%
ACM
10
Avalon Capital Management
California
$2.05M +$585K +12,959 +40%
CMP
11
Courage Miller Partners
Virginia
$2M -$160K -3,537 -7%
U
12
UBS
Switzerland
$1.71M -$433K -9,602 -20%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.5M +$1.09M +24,153 +267%
IFA
14
Interactive Financial Advisors
Illinois
$1.48M -$185K -4,110 -11%
BRWA
15
B. Riley Wealth Advisors
Florida
$1.34M +$23K +510 +2%
FANJ
16
Financial Architects (New Jersey)
New Jersey
$1.04M -$358K -7,945 -26%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$939K -$31.6K -700 -3%
TRCT
18
Tower Research Capital (TRC)
New York
$882K +$882K +19,557 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$634K
VKH
20
Virtu KCG Holdings
New York
$515K +$515K +11,406 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$434K +$104K +2,310 +32%
TH
22
Timber Hill
Connecticut
$429K +$209K +4,623 +95%
NFG
23
Nadler Financial Group
Illinois
$355K -$512K -11,357 -59%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$343K +$36.1K +800 +12%
MAM
25
Marquette Asset Management
Minnesota
$318K