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iShares Residential and Multisector Real Estate ETF
REZ

69 hedge funds and large institutions have $132M invested in iShares Residential and Multisector Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

17% more funds holding

Funds holding: 59 → 69 (+10)

1.55% more ownership

Funds ownership: 34.06% → 35.61% (+1.6%)

3% more capital invested

Capital invested by funds: $128M → $132M (+$4.04M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

70% less call options, than puts

Call options by funds: $436K | Put options by funds: $1.44M

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
22
Reduced
16
Closed
8
Calls
$436K
Puts
$1.44M
Net Calls
-$1M
Net Calls Change
-$544K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$2.47M
2
Jane Street
Jane Street
New York
+$1.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M
4
LPL Financial
LPL Financial
California
+$810K
5
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
+$609K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8M
2
TSS
Two Sigma Securities
New York
-$1.21M
3
Wells Fargo
Wells Fargo
California
-$953K
4
ICOA
Investment Centers of America
North Dakota
-$819K
5
FHC
First Heartland Consultants
Missouri
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$627K -$258K -4,069 -29%
VA
27
Valmark Advisers
Ohio
$596K +$608K +9,575 New
Citigroup
28
Citigroup
New York
$544K +$141K +2,214 +34%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$483K -$4.25K -67 -0.9%
UBS Group
30
UBS Group
Switzerland
$443K -$31.2K -492 -6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$435K -$183K -2,881 -29%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$433K +$10.9K +172 +3%
MCM
33
Murphy Capital Management
New Jersey
$394K -$41.2K -649 -9%
WAG
34
Winthrop Advisory Group
Massachusetts
$336K +$362K +5,700 New
IWM
35
IHT Wealth Management
Illinois
$294K +$31.4K +495 +11%
NEGWA
36
New England Guild Wealth Advisors
Connecticut
$293K +$298K +4,700 New
FAIM
37
Financial Advocates Investment Management
Washington
$284K +$290K +4,560 New
DC
38
DeDora Capital
California
$259K +$264K +4,162 New
CIA
39
Capital Investment Advisors
Georgia
$247K -$52.8K -831 -17%
AG
40
Advisor Group
Arizona
$246K -$10.9K -172 -4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$233K +$22K +346 +10%
BCM
42
Boltwood Capital Management
California
$224K – – –
CWM
43
Cabot Wealth Management
Massachusetts
$218K – – –
GWM
44
Geneos Wealth Management
Colorado
$216K +$14K +220 +7%
MAM
45
Marquette Asset Management
Minnesota
$207K – – –
FAAS
46
First Allied Advisory Services
California
$183K +$189K +2,975 New
RCG
47
Ruggie Capital Group
Florida
$60K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$50K -$254 -4 -0.5%
WIM
49
Westside Investment Management
California
$48.6K -$12.7K -200 -20%
CPIG
50
Chicago Partners Investment Group
Illinois
$45K +$24.5K +386 +116%
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REZ Hedge Fund Activity: Q4 2017 in Review

69 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2017, worth a combined $132M — up 3.2% from $128M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new REZ positions and 8 closed out — a net gain of 10 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.47M. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.8M sold.

  • 69 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2017, up from 59 in Q3 2017.
  • Funds reported $132M of iShares Residential and Multisector Real Estate ETF stock for Q4 2017, up 3.2% quarter-over-quarter.
  • 18 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2017 and 8 closed out, a net change of +10 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2017 was Stifel Financial, an estimated $2.47M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2017 was Fidelity Investments, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2017.