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iShares Residential and Multisector Real Estate ETF
REZ

175 hedge funds and large institutions have $616M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

92% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 37

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more capital invested

Capital invested by funds: $511M → $616M (+$105M)

12% more funds holding

Funds holding: 156 → 175 (+19)

11% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $2.36M

4.26% more ownership

Funds ownership: 43.49% → 47.75% (+4.3%)

Holders
175
Holders Change
+19
Holders Change %
+12.18%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
71
Reduced
37
Closed
18
Calls
$2.62M
Puts
$2.36M
Net Calls
+$260K
Net Calls Change
+$190K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$30.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
AssetMark Inc
AssetMark Inc
California
+$11.2M
4
Bank of America
Bank of America
North Carolina
+$6.21M
5
CIM
Cambria Investment Management
California
+$5.82M

Top Sellers

Rank Fund Capital Flow
1
HT
HAP Trading
New York
-$3.98M
2
ACP
Aveo Capital Partners
Colorado
-$3.34M
3
Goldman Sachs
Goldman Sachs
New York
-$2.61M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.57M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
26
Interactive Financial Advisors
Illinois
$4.54M -$237K -2,554 -5%
Stifel Financial
27
Stifel Financial
Missouri
$4.47M +$2.54M +27,362 +142%
KA
28
Kovack Advisors
Florida
$4.36M +$980K +10,568 +30%
Goldman Sachs
29
Goldman Sachs
New York
$4.07M -$2.61M -28,178 -40%
EWA
30
Evolution Wealth Advisors
Florida
$3.8M +$137K +1,478 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.64M +$93.8K +1,011 +3%
BRWA
32
B. Riley Wealth Advisors
Florida
$3.64M -$130K -1,400 -4%
APA
33
American Portfolios Advisors
New York
$3.2M +$572K +6,170 +23%
FTUS
34
Flow Traders U.S.
New York
$3.12M +$2.79M +30,048 +1,235%
ES
35
Eagle Strategies
New York
$3.03M +$208K +2,239 +8%
PSF
36
Pacific Sun Financial
California
$2.98M +$39.3K +424 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.65M +$81.5K +879 +3%
CFG
38
Claremont Financial Group
California
$2.57M +$2.43M +26,164 +19,525%
BFM
39
Boston Financial Management
Massachusetts
$2.46M – – –
HPA
40
High Probability Advisors
New York
$2.42M +$77.8K +839 +3%
SPIA
41
Steward Partners Investment Advisory
New York
$2.4M +$2.27M +24,506 +5,105%
ASN
42
Advisory Services Network
Georgia
$2.11M +$2.04M +22,008 New
Truist Financial
43
Truist Financial
North Carolina
$2.08M +$1.63M +17,538 +421%
Citadel Advisors
44
Citadel Advisors
Florida
$2.08M +$2.01M +21,674 New
AG
45
Ascent Group
Virginia
$2.04M +$81.6K +880 +4%
BlackRock
46
BlackRock
New York
$1.88M +$1.82M +19,641 New
TCA
47
Taconic Capital Advisors
New York
$1.73M – – –
CA
48
Continuum Advisory
Idaho
$1.64M -$80.1K -864 -5%
AWM
49
AE Wealth Management
Kansas
$1.62M +$40.9K +441 +3%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.53M +$334K +3,601 +29%
1
2
3 4 5

REZ Hedge Fund Activity: Q1 2022 in Review

175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2022, worth a combined $616M — up 21% from $511M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new REZ positions and 18 closed out — a net gain of 21 holders — while 71 added to existing stakes and 37 trimmed.

The largest buyer was Ameriprise, adding an estimated $30.5M. The largest seller was HAP Trading, exiting entirely with an estimated $3.98M sold.

  • 175 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2022, up from 156 in Q4 2021.
  • Funds reported $616M of iShares Residential and Multisector Real Estate ETF stock for Q1 2022, up 21% quarter-over-quarter.
  • 39 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2022 and 18 closed out, a net change of +21 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2022 was Ameriprise, an estimated $30.5M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2022 was HAP Trading, an estimated $3.98M sold.

Based on aggregated 13F filings for Q1 2022.