iShares Residential and Multisector Real Estate ETF
REZ
69 hedge funds and large institutions have $151M invested in iShares Residential and Multisector Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 7 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 27
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $156M → $151M (-$4.49M)
3.46% less ownership
Funds ownership: 35.99% → 32.53% (-3.5%)
8% less funds holding
Funds holding: 75 → 69 (-6)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
79% less call options, than puts
Call options by funds: $262K | Put options by funds: $1.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$9.54M |
| 2 |
Morgan Stanley
New York
|
+$6.44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.58M |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$1.47M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$947K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$7.45M |
| 2 |
Goldman Sachs
New York
|
-$3.63M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$3.31M |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$3.07M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
REZ Hedge Fund Activity: Q3 2016 in Review
69 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q3 2016, worth a combined $151M — down 2.9% from $156M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of REZ and 2 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 29 added.
The largest buyer was Stifel Financial, adding an estimated $9.54M. The largest seller was Confluence Investment Management, cutting an estimated $7.45M.
- 69 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q3 2016, down from 75 in Q2 2016.
- Funds reported $151M of iShares Residential and Multisector Real Estate ETF stock for Q3 2016, down 2.9% quarter-over-quarter.
- 2 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q3 2016 and 7 closed out, a net change of -5 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q3 2016 was Stifel Financial, an estimated $9.54M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q3 2016 was Confluence Investment Management, an estimated $7.45M sold.
Based on aggregated 13F filings for Q3 2016.