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iShares Residential and Multisector Real Estate ETF
REZ

139 hedge funds and large institutions have $288M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.49% more ownership

Funds ownership: 47.25% → 50.74% (+3.5%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less capital invested

Capital invested by funds: $302M → $288M (-$14.3M)

3% less funds holding

Funds holding: 143 → 139 (-4)

18% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 50

95% less call options, than puts

Call options by funds: $21K | Put options by funds: $449K

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
41
Reduced
50
Closed
18
Calls
$21K
Puts
$449K
Net Calls
-$428K
Net Calls Change
+$2.31M

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$28.6M
2
CAAS
Capital Asset Advisory Services
Michigan
+$2.94M
3
Ameriprise
Ameriprise
Minnesota
+$2.73M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.13M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$2M

Top Sellers

Rank Fund Capital Flow
1
CCA
Clearwater Capital Advisors
Illinois
-$11M
2
Bank of America
Bank of America
North Carolina
-$5.4M
3
Goldman Sachs
Goldman Sachs
New York
-$4.53M
4
Stifel Financial
Stifel Financial
Missouri
-$1.99M
5
SPIA
Steward Partners Investment Advisory
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPA
26
High Probability Advisors
New York
$1.89M -$1.44K -20 -0.1%
ML
27
McAdam LLC
Pennsylvania
$1.85M +$1.89M +26,212 New
BFM
28
Boston Financial Management
Massachusetts
$1.81M -$433 -6 -0%
TC
29
TAP Consulting
Missouri
$1.64M +$304K +4,220 +22%
AFAS
30
Acorn Financial Advisory Services
Virginia
$1.64M +$62.4K +865 +4%
AWM
31
AE Wealth Management
Kansas
$1.61M -$112K -1,547 -6%
TRCT
32
Tower Research Capital (TRC)
New York
$1.6M +$375K +5,199 +30%
NA
33
NewEdge Advisors
Louisiana
$1.58M -$66.1K -917 -4%
CA
34
Continuum Advisory
Idaho
$1.53M +$124K +1,723 +9%
AFG
35
Arkansas Financial Group
Arkansas
$1.47M +$459K +6,360 +44%
HHRDM
36
H&H Retirement Design & Management
Nevada
$1.43M +$1.46M +20,190 New
SFG
37
Sovereign Financial Group
Connecticut
$1.39M +$233K +3,232 +20%
CM
38
Cornerstone Management
Georgia
$1.39M – – –
TCA
39
Taconic Capital Advisors
New York
$1.27M – – –
CG
40
Colony Group
Massachusetts
$1.16M +$66.5K +922 +6%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.14M -$214K -2,965 -16%
CAN
42
Cetera Advisor Networks
California
$1.13M +$132K +1,830 +13%
LSAG
43
Lake Street Advisors Group
New Hampshire
$1.04M +$5.63K +78 +0.5%
PCIG
44
Partners Capital Investment Group
Massachusetts
$1.04M +$5.63K +78 +0.5%
PA
45
PFG Advisors
Arizona
$997K +$5.27K +73 +0.5%
Citadel Advisors
46
Citadel Advisors
Florida
$924K +$686K +9,506 +265%
Brown Advisory
47
Brown Advisory
Maryland
$918K -$35.7K -495 -4%
MHS
48
M Holdings Securities
Oregon
$853K +$632K +8,760 +264%
CI
49
CX Institutional
Indiana
$783K +$803K +11,133 New
KCM
50
Kendall Capital Management
Maryland
$716K +$24.6K +341 +3%
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REZ Hedge Fund Activity: Q1 2023 in Review

139 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2023, worth a combined $288M — down 4.7% from $302M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new REZ positions and 18 closed out — a net gain of 1 holder — while 41 added to existing stakes and 50 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $28.6M. The largest seller was Clearwater Capital Advisors, exiting entirely with an estimated $11M sold.

  • 139 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2023, down from 143 in Q4 2022.
  • Funds reported $288M of iShares Residential and Multisector Real Estate ETF stock for Q1 2023, down 4.7% quarter-over-quarter.
  • 19 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2023 and 18 closed out, a net change of +1 holder.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $28.6M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2023 was Clearwater Capital Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2023.