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iShares Residential and Multisector Real Estate ETF
REZ

84 hedge funds and large institutions have $188M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

51% more capital invested

Capital invested by funds: $125M → $188M (+$63.3M)

33% more funds holding

Funds holding: 63 → 84 (+21)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

3.76% more ownership

Funds ownership: 39.84% → 43.61% (+3.8%)

Holders
84
Holders Change
+21
Holders Change %
+33.33%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
23
Reduced
18
Closed
9
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$262K

Top Buyers

1
NCM
Niemann Capital Management
Nevada
+$25.3M
2
Ameriprise
Ameriprise
Minnesota
+$8.93M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.63M
4
FIM
Freedom Investment Management
Connecticut
+$5.46M
5
FMP
Financial Management Professionals
Texas
+$3.61M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$13.6M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.95M
3
SG Americas Securities
SG Americas Securities
New York
-$1.32M
4
CIM
Confluence Investment Management
Missouri
-$1.22M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
26
Financial Gravity Asset Management
Texas
$1.35M +$1.3M +19,168 New
Jane Street
27
Jane Street
New York
$1.31M +$1.25M +18,473 New
SPC
28
Sigma Planning Corp
Michigan
$1.21M +$1.16M +17,064 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.17M +$355K +5,234 +46%
AFA
30
American Financial Advisors
Georgia
$853K +$27.7K +408 +3%
AG
31
Advisor Group
Arizona
$729K -$173K -2,553 -20%
CAN
32
Cetera Advisor Networks
California
$621K +$596K +8,792 New
AI
33
Atria Investments
North Carolina
$560K +$537K +7,914 New
CFGS
34
Concourse Financial Group Securities
Alabama
$540K -$3.53K -52 -0.7%
BCM
35
Brookstone Capital Management
Illinois
$527K +$506K +7,454 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$486K +$2.58K +38 +0.6%
BFPW
37
BOK Financial Private Wealth
Colorado
$448K -$11.2K -165 -3%
Goldman Sachs
38
Goldman Sachs
New York
$427K +$68 +1 +0%
MCM
39
Murphy Capital Management
New Jersey
$411K -$3.32K -49 -0.8%
WP
40
WealthSource Partners
California
$398K +$382K +5,630 New
UBS Group
41
UBS Group
Switzerland
$396K +$11.4K +168 +3%
CAM
42
Cozad Asset Management
Illinois
$382K -$27.1K -400 -7%
AAS
43
Avantax Advisory Services
Texas
$349K +$335K +4,933 New
IWM
44
IHT Wealth Management
Illinois
$344K -$27.1K -400 -8%
NEGWA
45
New England Guild Wealth Advisors
Connecticut
$332K – – –
CA
46
Cetera Advisors
Colorado
$326K +$313K +4,609 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$315K -$27.8K -410 -8%
Nomura Asset Management
48
Nomura Asset Management
Japan
$300K +$288K +4,245 New
SFA
49
Spectrum Financial Alliance
Kentucky
$266K +$46.7K +688 +22%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$258K – – –
1
2
3 4

REZ Hedge Fund Activity: Q1 2019 in Review

84 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2019, worth a combined $188M — up 51% from $125M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new REZ positions and 9 closed out — a net gain of 21 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $25.3M. The largest seller was Stifel Financial, cutting an estimated $13.6M.

  • 84 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2019, up from 63 in Q4 2018.
  • Funds reported $188M of iShares Residential and Multisector Real Estate ETF stock for Q1 2019, up 51% quarter-over-quarter.
  • 30 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2019 and 9 closed out, a net change of +21 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2019 was Niemann Capital Management, an estimated $25.3M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2019 was Stifel Financial, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2019.