iShares Residential and Multisector Real Estate ETF
REZ
143 hedge funds and large institutions have $302M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 17 closing their positions.
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
4% more funds holding
Funds holding: 138 → 143 (+5)
0% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 44
1.94% less ownership
Funds ownership: 49.19% → 47.25% (-1.9%)
12% less capital invested
Capital invested by funds: $345M → $302M (-$42.8M)
43% less call options, than puts
Call options by funds: $3.62M | Put options by funds: $6.36M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$8.31M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.59M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.64M |
| 4 |
Goldman Sachs
New York
|
+$4.09M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$5.97M |
| 4 |
Morgan Stanley
New York
|
-$3.95M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.93M |
REZ Hedge Fund Activity: Q4 2022 in Review
143 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2022, worth a combined $302M — down 12% from $345M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new REZ positions and 17 closed out — a net gain of 8 holders — while 44 added to existing stakes and 44 trimmed.
The largest buyer was Capital Asset Advisory Services, adding an estimated $8.31M. The largest seller was Envestnet Asset Management, cutting an estimated $12.3M.
- 143 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2022, up from 138 in Q3 2022.
- Funds reported $302M of iShares Residential and Multisector Real Estate ETF stock for Q4 2022, down 12% quarter-over-quarter.
- 25 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2022 and 17 closed out, a net change of +8 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2022 was Capital Asset Advisory Services, an estimated $8.31M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2022.