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iShares Residential and Multisector Real Estate ETF
REZ

148 hedge funds and large institutions have $466M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

3.65% more ownership

Funds ownership: 47.75% → 51.4% (+3.6%)

15% less funds holding

Funds holding: 175 → 148 (-27)

24% less capital invested

Capital invested by funds: $616M → $466M (-$150M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

55% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 47

65% less call options, than puts

Call options by funds: $728K | Put options by funds: $2.07M

Holders
148
Holders Change
-27
Holders Change %
-15.43%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
21
Increased
55
Reduced
43
Closed
47
Calls
$728K
Puts
$2.07M
Net Calls
-$1.34M
Net Calls Change
-$1.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$93.7M
2
CAN
Cetera Advisor Networks
California
+$7.49M
3
Goldman Sachs
Goldman Sachs
New York
+$6.6M
4
BRWA
B. Riley Wealth Advisors
Florida
+$5.94M
5
ML
McAdam LLC
Pennsylvania
+$3.58M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$78.6M
2
Ameriprise
Ameriprise
Minnesota
-$19.6M
3
Wells Fargo
Wells Fargo
California
-$10.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.13M
5
Bank of America
Bank of America
North Carolina
-$6.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.21M +$195K +2,238 +6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.2M -$3.27M -37,658 -49%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$2.95M -$2.05M -23,566 -39%
Brown Advisory
29
Brown Advisory
Maryland
$2.92M -$1.04M -11,914 -25%
ES
30
Eagle Strategies
New York
$2.73M +$219K +2,516 +8%
APA
31
American Portfolios Advisors
New York
$2.72M +$51.4K +591 +2%
BlackRock
32
BlackRock
New York
$2.59M +$1.1M +12,700 +65%
PSF
33
Pacific Sun Financial
California
$2.47M -$20.9K -241 -0.8%
CWM
34
Castle Wealth Management
Florida
$2.36M +$2.57M +29,529 New
Stifel Financial
35
Stifel Financial
Missouri
$2.36M -$1.49M -17,177 -37%
AWM
36
AE Wealth Management
Kansas
$2.35M +$1.09M +12,570 +75%
HF
37
HRT Financial
New York
$2.33M +$2.53M +29,160 New
HPA
38
High Probability Advisors
New York
$2.26M +$263K +3,028 +12%
BFM
39
Boston Financial Management
Massachusetts
$2.06M – – –
Marshall Wace
40
Marshall Wace
United Kingdom
$2.06M +$1.81M +20,771 +423%
SPIA
41
Steward Partners Investment Advisory
New York
$2.04M +$47.5K +546 +2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.88M +$764K +8,786 +60%
AC
43
Avestar Capital
New York
$1.66M +$1.81M +20,785 New
CA
44
Continuum Advisory
Idaho
$1.46M +$12K +138 +0.8%
TCA
45
Taconic Capital Advisors
New York
$1.44M – – –
AWS
46
Atria Wealth Solutions
New York
$1.25M +$114K +1,306 +9%
AFAS
47
Acorn Financial Advisory Services
Virginia
$1.22M +$200K +2,302 +18%
CM
48
Cornerstone Management
Georgia
$1.2M +$536K +6,163 +70%
MA
49
Momentum Advisors
New York
$1.1M +$1.19M +13,720 New
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.09M -$206K -2,365 -15%
1
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3 4 5

REZ Hedge Fund Activity: Q2 2022 in Review

148 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2022, worth a combined $466M — down 24% from $616M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of REZ and 21 opened new positions — a net loss of 26 holders — while 43 trimmed existing stakes and 55 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.7M. The largest seller was AssetMark Inc, cutting an estimated $78.6M.

  • 148 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2022, down from 175 in Q1 2022.
  • Funds reported $466M of iShares Residential and Multisector Real Estate ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 21 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2022 and 47 closed out, a net change of -26 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $93.7M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2022 was AssetMark Inc, an estimated $78.6M sold.

Based on aggregated 13F filings for Q2 2022.