iShares Residential and Multisector Real Estate ETF
REZ
55 hedge funds and large institutions have $72.4M invested in iShares Residential and Multisector Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 10 closing their positions.
4% less funds holding
Funds holding: 57 → 55 (-2)
12.19% less ownership
Funds ownership: 41.96% → 29.77% (-12%)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
46% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 24
46% less capital invested
Capital invested by funds: $134M → $72.4M (-$62M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.11M |
| 3 |
Goldman Sachs
New York
|
+$966K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$842K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$712K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$22.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.2M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$11.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.94M |
| 5 |
Morgan Stanley
New York
|
-$3.52M |
REZ Hedge Fund Activity: Q2 2015 in Review
55 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2015, worth a combined $72.4M — down 46% from $134M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of REZ and 8 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 13 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $4.01M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $22.8M sold.
- 55 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2015, down from 57 in Q1 2015.
- Funds reported $72.4M of iShares Residential and Multisector Real Estate ETF stock for Q2 2015, down 46% quarter-over-quarter.
- 8 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2015 and 10 closed out, a net change of -2 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2015 was Tower Research Capital (TRC), an estimated $4.01M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2015 was Niemann Capital Management, an estimated $22.8M sold.
Based on aggregated 13F filings for Q2 2015.