REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

105 hedge funds and large institutions have $203M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
18
Increased
43
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.88M
3
LPL Financial
3
LPL Financial
California
$12.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.15M
5
Jane Street
5
Jane Street
New York
$3.29M

Top Sellers

1
NCM
1
Niemann Capital Management
Nevada
$2.36M
2
MCM
2
Mainstay Capital Management
Michigan
$23.9M
3
PS
3
Portfolio Strategies
New York
$0
4
VC
4
Vicus Capital
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.85M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1
Mainstay Capital Management
Michigan
$23.9M 317,235 -258,637 -45%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$22.3M 296,214 +1,641 +0.6%
Bank of America
3
Bank of America
North Carolina
$13M 172,383 +8,091 +5%
LPL Financial
4
LPL Financial
California
$12.7M 168,118 +70,882 +73%
Morgan Stanley
5
Morgan Stanley
New York
$11.8M 156,102 +79,747 +104%
Ameriprise
6
Ameriprise
Minnesota
$11.5M 152,987 -21,674 -12%
UBS Group
7
UBS Group
Switzerland
$8.68M 115,200 -12,311 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.15M 108,177 +39,722 +58%
CIM
9
Cambria Investment Management
California
$7.37M 97,861 -3,828 -4%
Wells Fargo
10
Wells Fargo
California
$6.31M 83,763 -12,635 -13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.88M 78,005 +71,453 +1,091%
ACA
12
Ascension Capital Advisors
Texas
$5.53M 73,398 +73,398 New
KTA
13
Keeley-Teton Advisors
Illinois
$4.56M 60,505 +3,738 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.85M 51,130 -53,257 -51%
FMP
15
Financial Management Professionals
Texas
$3.56M 47,206 -2,993 -6%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.31M 43,973 +3,696 +9%
Jane Street
17
Jane Street
New York
$3.29M 43,721 +25,774 +144%
JA
18
JVL Associates
Michigan
$3.28M 43,590 -4,277 -9%
IFA
19
Interactive Financial Advisors
Illinois
$3.19M 42,386 -4,943 -10%
Brown Advisory
20
Brown Advisory
Maryland
$2.68M 35,535 – –
PSF
21
Pacific Sun Financial
California
$2.37M 31,461 +221 +0.7%
NCM
22
Niemann Capital Management
Nevada
$2.36M 31,272 -264,365 -89%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.05M 27,141 +5,671 +26%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.91M 26,001 -14,138 -35%
Goldman Sachs
25
Goldman Sachs
New York
$1.87M 24,766 +9,596 +63%
1
2 3 4 5