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iShares Residential and Multisector Real Estate ETF
REZ

63 hedge funds and large institutions have $89.5M invested in iShares Residential and Multisector Real Estate ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $340K

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more funds holding

Funds holding: 61 → 63 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $93.3M → $89.5M (-$3.78M)

2.76% less ownership

Funds ownership: 33.31% → 30.54% (-2.8%)

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
13
Reduced
25
Closed
8
Calls
$1.13M
Puts
$340K
Net Calls
+$789K
Net Calls Change
-$220K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.87M
2
CWM
Cornerstone Wealth Management
Missouri
+$1.14M
3
KTA
Keeley-Teton Advisors
Illinois
+$519K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$488K
5
MML Investors Services
MML Investors Services
Massachusetts
+$441K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$5.55M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$2.78M
3
Jane Street
Jane Street
New York
-$1.99M
4
CIM
Confluence Investment Management
Missouri
-$1.13M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$993K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$536K -$137K -2,316 -21%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$518K +$488K +8,217 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$495K -$88K -1,483 -16%
CAM
29
Cozad Asset Management
Illinois
$424K +$399K +6,731 New
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$401K -$34.4K -580 -8%
UBS Group
31
UBS Group
Switzerland
$391K +$3.38K +57 +0.9%
MCM
32
Murphy Capital Management
New Jersey
$370K -$17.8K -300 -5%
CWM
33
Cornerstone Wealth Management
Missouri
$307K +$1.14M +19,224 New
IWM
34
IHT Wealth Management
Illinois
$305K +$7.12K +120 +3%
NEGWA
35
New England Guild Wealth Advisors
Connecticut
$296K – – –
DC
36
DeDora Capital
California
$284K -$67K -1,129 -20%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$230K -$74.5K -1,255 -26%
BCM
38
Boltwood Capital Management
California
$226K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$225K +$212K +3,567 New
CWM
40
Cabot Wealth Management
Massachusetts
$221K – – –
MAM
41
Marquette Asset Management
Minnesota
$209K +$197K +3,321 New
CIA
42
Capital Investment Advisors
Georgia
$207K -$17.8K -300 -8%
SFA
43
Spectrum Financial Alliance
Kentucky
$88K +$83.7K +1,411 New
IA
44
IFP Advisors
Florida
$86K +$52.7K +889 +190%
AG
45
Advisor Group
Arizona
$85K -$19.6K -331 -20%
APA
46
American Portfolios Advisors
New York
$69.7K +$475 +8 +0.7%
RCG
47
Ruggie Capital Group
Florida
$63K – – –
GWM
48
Geneos Wealth Management
Colorado
$49K -$19.3K -325 -29%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$49K – – –
AWA
50
Acorn Wealth Advisors
Michigan
$44K – – –
1
2
3

REZ Hedge Fund Activity: Q2 2018 in Review

63 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2018, worth a combined $89.5M — down 4% from $93.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new REZ positions and 8 closed out — a net gain of 2 holders — while 13 added to existing stakes and 25 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.87M. The largest seller was Stifel Financial, cutting an estimated $5.55M.

  • 63 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2018, up from 61 in Q1 2018.
  • Funds reported $89.5M of iShares Residential and Multisector Real Estate ETF stock for Q2 2018, down 4% quarter-over-quarter.
  • 10 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2018 and 8 closed out, a net change of +2 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2018 was Susquehanna International Group, an estimated $1.87M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2018 was Stifel Financial, an estimated $5.55M sold.

Based on aggregated 13F filings for Q2 2018.