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iShares Residential and Multisector Real Estate ETF
REZ

156 hedge funds and large institutions have $511M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more funds holding

Funds holding: 134 → 156 (+22)

8% more call options, than puts

Call options by funds: $914K | Put options by funds: $844K

3% less capital invested

Capital invested by funds: $526M → $511M (-$14.8M)

5.8% less ownership

Funds ownership: 49.3% → 43.49% (-5.8%)

Holders
156
Holders Change
+22
Holders Change %
+16.42%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
57
Reduced
37
Closed
15
Calls
$914K
Puts
$844K
Net Calls
+$70K
Net Calls Change
-$529K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.1M
2
Bank of America
Bank of America
North Carolina
+$8.75M
3
Goldman Sachs
Goldman Sachs
New York
+$6.21M
4
Ameriprise
Ameriprise
Minnesota
+$5.75M
5
HT
HAP Trading
New York
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$90.8M
2
PS
Portfolio Strategies
New York
-$28.7M
3
Jane Street
Jane Street
New York
-$7.75M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.71M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.63M +$562K +6,112 +20%
BIM
27
Bullseye Investment Management
Ohio
$3.43M +$3.21M +34,931 New
KA
28
Kovack Advisors
Florida
$3.42M +$3.21M +34,846 New
PSF
29
Pacific Sun Financial
California
$3.01M -$11K -120 -0.4%
ES
30
Eagle Strategies
New York
$2.88M +$2.7M +29,364 New
APA
31
American Portfolios Advisors
New York
$2.67M +$299K +3,248 +14%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.63M -$405K -4,400 -14%
BFM
33
Boston Financial Management
Massachusetts
$2.52M – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.52M -$505K -5,494 -18%
HPA
35
High Probability Advisors
New York
$2.4M -$29.6K -322 -1%
Stifel Financial
36
Stifel Financial
Missouri
$1.89M +$804K +8,738 +83%
AG
37
Ascent Group
Virginia
$1.88M +$1.88M +20,434 New
CA
38
Continuum Advisory
Idaho
$1.87M -$3.4K -37 -0.2%
TCA
39
Taconic Capital Advisors
New York
$1.77M – – –
GCM
40
Goldstream Capital Management
Hong Kong
$1.63M +$1.53M +16,604 New
AWM
41
AE Wealth Management
Kansas
$1.61M -$1.73M -18,771 -53%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.5M -$149K -1,622 -10%
CAN
43
Cetera Advisor Networks
California
$1.43M +$276K +2,999 +26%
CAM
44
Cozad Asset Management
Illinois
$1.33M – – –
BCM
45
Barometer Capital Management
Ontario, Canada
$1.31M +$1.22M +13,300 New
KCM
46
Kendall Capital Management
Maryland
$1.27M +$195K +2,120 +20%
SPC
47
Sigma Planning Corp
Michigan
$1.25M -$48.3K -525 -4%
MCM
48
Mainstay Capital Management
Michigan
$1.25M +$1.17M +12,687 New
BWCS
49
Beirne Wealth Consulting Services
Connecticut
$1.24M +$1.16M +12,600 New
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.22M -$7.36K -80 -0.6%
1
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REZ Hedge Fund Activity: Q4 2021 in Review

156 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2021, worth a combined $511M — down 2.8% from $526M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new REZ positions and 15 closed out — a net gain of 24 holders — while 57 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was AssetMark Inc, cutting an estimated $90.8M.

  • 156 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2021, up from 134 in Q3 2021.
  • Funds reported $511M of iShares Residential and Multisector Real Estate ETF stock for Q4 2021, down 2.8% quarter-over-quarter.
  • 39 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2021 and 15 closed out, a net change of +24 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2021 was Morgan Stanley, an estimated $14.1M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2021 was AssetMark Inc, an estimated $90.8M sold.

Based on aggregated 13F filings for Q4 2021.