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iShares Residential and Multisector Real Estate ETF
REZ

94 hedge funds and large institutions have $119M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

1.17% less ownership

Funds ownership: 38.45% → 37.28% (-1.2%)

10% less funds holding

Funds holding: 105 → 94 (-11)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

41% less capital invested

Capital invested by funds: $203M → $119M (-$83.5M)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
94
Holders Change
-11
Holders Change %
-10.48%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
20
Increased
32
Reduced
26
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.2M
3
BRWA
B. Riley Wealth Advisors
Florida
+$3.07M
4
APA
American Portfolios Advisors
New York
+$2.78M
5
Morgan Stanley
Morgan Stanley
New York
+$1.9M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$23.9M
2
CIM
Cambria Investment Management
California
-$7.37M
3
LPL Financial
LPL Financial
California
-$5.62M
4
FMP
Financial Management Professionals
Texas
-$3.56M
5
Jane Street
Jane Street
New York
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
26
Courage Miller Partners
Virginia
$948K -$76K -1,055 -6%
NFG
27
Next Financial Group
Texas
$558K +$202K +2,811 +39%
NEGWA
28
New England Guild Wealth Advisors
Connecticut
$544K +$53.5K +743 +8%
CA
29
Cetera Advisors
Colorado
$514K +$154K +2,145 +30%
IAA
30
Ironsides Asset Advisors
North Carolina
$513K -$1.07M -14,875 -62%
AFA
31
American Financial Advisors
Georgia
$511K -$77.8K -1,080 -11%
CA
32
Continuum Advisory
Idaho
$504K +$710K +9,862 New
LNC
33
Lincoln National Corp
Pennsylvania
$476K +$622K +8,639 New
AWM
34
AE Wealth Management
Kansas
$457K +$596K +8,275 New
Goldman Sachs
35
Goldman Sachs
New York
$418K -$1.24M -17,198 -69%
ASN
36
Advisory Services Network
Georgia
$417K -$108K -1,494 -17%
DC
37
Derby & Company
Massachusetts
$414K +$261K +3,624 +93%
SS
38
Simplicity Solutions
Minnesota
$408K +$531K +7,382 New
CAN
39
Cetera Advisor Networks
California
$389K -$217K -3,018 -30%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$382K +$499K +6,925 New
CFGS
41
Concourse Financial Group Securities
Alabama
$381K +$12.5K +173 +3%
JP Morgan Chase
42
JP Morgan Chase
New York
$350K -$214K -2,979 -32%
DI
43
Disciplined Investments
Oklahoma
$336K – – –
RFN
44
RDA Financial Network
Iowa
$327K +$9.79K +136 +2%
IWM
45
IHT Wealth Management
Illinois
$323K +$103K +1,435 +32%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$320K +$38.7K +538 +10%
FI
47
Financial Insights
Washington
$315K +$151K +2,094 +58%
CAM
48
Cozad Asset Management
Illinois
$298K – – –
SFS
49
Sowell Financial Services
Arkansas
$292K +$176K +2,449 +86%
MCM
50
Murphy Capital Management
New Jersey
$274K -$18K -250 -5%
1
2
3 4 5

REZ Hedge Fund Activity: Q1 2020 in Review

94 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2020, worth a combined $119M — down 41% from $203M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of REZ and 20 opened new positions — a net loss of 9 holders — while 26 trimmed existing stakes and 32 added.

The largest buyer was Bank of America, adding an estimated $5.3M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $23.9M sold.

  • 94 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2020, down from 105 in Q4 2019.
  • Funds reported $119M of iShares Residential and Multisector Real Estate ETF stock for Q1 2020, down 41% quarter-over-quarter.
  • 20 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2020 and 29 closed out, a net change of -9 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2020 was Bank of America, an estimated $5.3M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2020 was Mainstay Capital Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2020.