iShares Residential and Multisector Real Estate ETF
REZ
86 hedge funds and large institutions have $146M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 13 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 23
16% more capital invested
Capital invested by funds: $126M → $146M (+$20.1M)
3.69% more ownership
Funds ownership: 36.87% → 40.56% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 89 → 86 (-3)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $390K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.42M |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$8.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.55M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.51M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.23M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.06M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.68M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.22M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$602K |
REZ Hedge Fund Activity: Q3 2020 in Review
86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q3 2020, worth a combined $146M — up 16% from $126M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of REZ and 10 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 36 added.
The largest buyer was Envestnet Asset Management, adding an estimated $8.42M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.23M.
- 86 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q3 2020, down from 89 in Q2 2020.
- Funds reported $146M of iShares Residential and Multisector Real Estate ETF stock for Q3 2020, up 16% quarter-over-quarter.
- 10 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q3 2020 and 13 closed out, a net change of -3 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $8.42M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q3 2020 was Commonwealth Equity Services, an estimated $2.23M sold.
Based on aggregated 13F filings for Q3 2020.