REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

53 hedge funds and large institutions have $77.6M invested in iShares Residential and Multisector Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
6
Increased
17
Reduced
19
Closed
5
Calls
–
Puts
$608K
Net Calls
-$608K
Net Calls Change
-$608K

Top Buyers

1
AP
Advisors Preferred
Maryland
+$2.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.21M
3
Wells Fargo
Wells Fargo
California
+$877K
4
BRWA
B. Riley Wealth Advisors
Florida
+$805K
5
SG Americas Securities
SG Americas Securities
New York
+$348K

Top Sellers

1
WBG
Wharton Business Group
Pennsylvania
-$9.39M
2
CIM
Confluence Investment Management
Missouri
-$3.53M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$2.48M
4
Bank of America
Bank of America
North Carolina
-$1.23M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
1
Highmount Capital
New York
$14M -$567K -10,639 -4%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$10.8M +$338K +6,344 +3%
Comerica Bank
3
Comerica Bank
Texas
$8.22M -$865K -16,221 -10%
CIM
4
Confluence Investment Management
Missouri
$5.08M -$3.53M -66,259 -41%
Morgan Stanley
5
Morgan Stanley
New York
$4.8M +$1.21M +22,657 +34%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$3.97M -$2.48M -46,505 -38%
LPL Financial
7
LPL Financial
California
$2.75M -$739K -13,857 -21%
Bank of America
8
Bank of America
North Carolina
$2.58M -$1.23M -23,038 -32%
AP
9
Advisors Preferred
Maryland
$2.5M +$2.5M +46,918 New
Wells Fargo
10
Wells Fargo
California
$2.4M +$877K +16,429 +57%
CMP
11
Courage Miller Partners
Virginia
$2.29M -$48.2K -904 -2%
IFA
12
Interactive Financial Advisors
Illinois
$2.02M -$254K -4,765 -11%
ACM
13
Avalon Capital Management
California
$1.77M -$66.4K -1,246 -4%
BRWA
14
B. Riley Wealth Advisors
Florida
$1.6M +$805K +29,844 +101%
VF
15
Virtu Financial
New York
$1.46M -$110K -2,060 -7%
WBG
16
Wharton Business Group
Pennsylvania
$1.38M -$9.39M -176,130 -87%
U
17
UBS
Switzerland
$1.11M -$83.8K -1,572 -7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.09M -$14.1K -265 -1%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$1.05M -$31.9K -598 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$937K -$1.13M -21,111 -55%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$840K +$40K +750 +5%
TRCT
22
Tower Research Capital (TRC)
New York
$525K +$65.8K +1,233 +14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$509K +$19.8K +371 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$480K +$64.1K +1,203 +15%
SG Americas Securities
25
SG Americas Securities
New York
$348K +$348K +6,519 New
1
2 3