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iShares Residential and Multisector Real Estate ETF
REZ

69 hedge funds and large institutions have $132M invested in iShares Residential and Multisector Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

17% more funds holding

Funds holding: 59 → 69 (+10)

1.55% more ownership

Funds ownership: 34.06% → 35.61% (+1.6%)

3% more capital invested

Capital invested by funds: $128M → $132M (+$4.04M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

70% less call options, than puts

Call options by funds: $436K | Put options by funds: $1.44M

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
22
Reduced
16
Closed
8
Calls
$436K
Puts
$1.44M
Net Calls
-$1M
Net Calls Change
-$544K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$2.47M
2
Jane Street
Jane Street
New York
+$1.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M
4
LPL Financial
LPL Financial
California
+$810K
5
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
+$609K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8M
2
TSS
Two Sigma Securities
New York
-$1.21M
3
Wells Fargo
Wells Fargo
California
-$953K
4
ICOA
Investment Centers of America
North Dakota
-$819K
5
FHC
First Heartland Consultants
Missouri
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
51
Acorn Wealth Advisors
Michigan
$42K +$44.5K +701 New
ASN
52
Advisory Services Network
Georgia
$36K +$36.5K +575 New
IA
53
IFP Advisors
Florida
$29K -$63.7K -1,004 -68%
WEC
54
Winslow Evans & Crocker
Massachusetts
$20.1K – – –
JP Morgan Chase
55
JP Morgan Chase
New York
$19K – – –
APA
56
American Portfolios Advisors
New York
$18.7K +$19K +300 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$12K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
SEI Investments
59
SEI Investments
Pennsylvania
$12K +$12.7K +200 New
US Bancorp
60
US Bancorp
Minnesota
$11K – – –
W
61
WealthShield
North Carolina
$11K +$11.2K +177 New
WP
62
WealthShield Partners
North Carolina
$11K +$11.2K +177 New
SP
63
SWS Partners
Ohio
$7K +$7.17K +113 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$7K +$7.3K +115 New
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.22K – – –
CAL
66
Capital Analysts LLC
Pennsylvania
$4K – – –
BlackRock
67
BlackRock
New York
$2K +$635 +10 +43%
KJWM
68
Kiley Juergens Wealth Management
Washington
$1K +$1.84K +29 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
– -$1.8M -28,366 Closed
TSS
70
Two Sigma Securities
New York
– -$1.21M -18,956 Closed
ICOA
71
Investment Centers of America
North Dakota
– -$819K -12,885 Closed
FHC
72
First Heartland Consultants
Missouri
– -$438K -6,891 Closed
SI
73
SII Investments
Wisconsin
– -$228K -3,600 Closed
SG
74
StoneX Group
New York
– -$221K -3,474 Closed
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
– -$217K -3,417 Closed
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REZ Hedge Fund Activity: Q4 2017 in Review

69 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2017, worth a combined $132M — up 3.2% from $128M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new REZ positions and 8 closed out — a net gain of 10 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.47M. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.8M sold.

  • 69 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2017, up from 59 in Q3 2017.
  • Funds reported $132M of iShares Residential and Multisector Real Estate ETF stock for Q4 2017, up 3.2% quarter-over-quarter.
  • 18 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2017 and 8 closed out, a net change of +10 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2017 was Stifel Financial, an estimated $2.47M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2017 was Fidelity Investments, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2017.