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iShares Residential and Multisector Real Estate ETF
REZ

94 hedge funds and large institutions have $210M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

26% more capital invested

Capital invested by funds: $166M → $210M (+$43.9M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 94 → 94 (0)

0.32% less ownership

Funds ownership: 42.35% → 42.03% (-0.32%)

Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
33
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
Clearwater Capital Advisors
Illinois
+$4.93M
2
RJA
Raymond James & Associates
Florida
+$4.69M
3
Ameriprise
Ameriprise
Minnesota
+$3.99M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.08M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.06M

Top Sellers

1
AAM
Ascension Asset Management
New York
-$4.72M
2
CI
CX Institutional
Indiana
-$2.3M
3
Bank of America
Bank of America
North Carolina
-$1.48M
4
BL
BFSG LLC
California
-$740K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$26M +$576K +8,155 +2%
Ameriprise
2
Ameriprise
Minnesota
$18.9M +$3.99M +56,459 +28%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.5M +$3.08M +43,622 +24%
UBS Group
4
UBS Group
Switzerland
$14.4M +$941K +13,323 +7%
Bank of America
5
Bank of America
North Carolina
$14.1M -$1.48M -20,928 -10%
CAAS
6
Capital Asset Advisory Services
Michigan
$13.4M +$2.98M +42,129 +30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11M -$320K -4,527 -3%
GWM
8
Geneos Wealth Management
Colorado
$8.75M +$47.7K +675 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$5.79M +$52.4K +742 +1%
Wells Fargo
10
Wells Fargo
California
$5.61M +$832K +11,774 +18%
RJA
11
Raymond James & Associates
Florida
$5.59M +$4.69M +66,387 +726%
CCA
12
Clearwater Capital Advisors
Illinois
$5.16M +$4.93M +69,745 New
ACA
13
Ascension Capital Advisors
Texas
$5.07M -$70.8K -1,002 -1%
KTA
14
Keeley-Teton Advisors
Illinois
$5.06M -$115K -1,632 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.86M +$3.06M +43,299 +489%
IFA
16
Interactive Financial Advisors
Illinois
$3.83M +$1.11M +15,662 +43%
LPL Financial
17
LPL Financial
California
$3.65M +$94.9K +1,343 +3%
Brown Advisory
18
Brown Advisory
Maryland
$2.66M – – –
MML Investors Services
19
MML Investors Services
Massachusetts
$2.53M -$111K -1,565 -4%
APA
20
American Portfolios Advisors
New York
$2.49M -$330K -4,673 -12%
TCA
21
Taconic Capital Advisors
New York
$2.22M +$353K +5,000 +20%
Citadel Advisors
22
Citadel Advisors
Florida
$2.15M +$2.05M +29,005 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.09M -$544K -7,700 -21%
BFM
24
Boston Financial Management
Massachusetts
$1.9M – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$1.67M -$191K -2,699 -11%
1
2 3 4 5

REZ Hedge Fund Activity: Q1 2021 in Review

94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2021, worth a combined $210M — up 26% from $166M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new REZ positions and 13 closed out — a net gain of 1 holder — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Clearwater Capital Advisors, opening a new position worth an estimated $4.93M. The largest seller was Ascension Asset Management, exiting entirely with an estimated $4.72M sold.

  • 94 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $210M of iShares Residential and Multisector Real Estate ETF stock for Q1 2021, up 26% quarter-over-quarter.
  • 14 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2021 and 13 closed out, a net change of +1 holder.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2021 was Clearwater Capital Advisors, an estimated $4.93M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2021 was Ascension Asset Management, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2021.