iShares Residential and Multisector Real Estate ETF
REZ
61 hedge funds and large institutions have $93.3M invested in iShares Residential and Multisector Real Estate ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 13 closing their positions.
297% more call options, than puts
Call options by funds: $1.35M | Put options by funds: $340K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
2.3% less ownership
Funds ownership: 35.61% → 33.31% (-2.3%)
12% less funds holding
Funds holding: 69 → 61 (-8)
29% less capital invested
Capital invested by funds: $132M → $93.3M (-$38.5M)
46% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 26
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Derby & Company
Newton,
Massachusetts
|
+$3.68M |
| 2 |
PSF
Pacific Sun Financial
Los Angeles,
California
|
+$2.18M |
| 3 |
STA
Summit Trail Advisors
New York
|
+$1.68M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.19M |
| 5 |
LPL Financial
San Diego,
California
|
+$996K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$18.6M |
| 2 |
Morgan Stanley
New York
|
-$8.13M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$5.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.3M |
REZ Hedge Fund Activity: Q1 2018 in Review
61 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2018, worth a combined $93.3M — down 29% from $132M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of REZ and 6 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 14 added.
The largest buyer was Derby & Company, opening a new position worth an estimated $3.68M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $18.6M sold.
- 61 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2018, down from 69 in Q4 2017.
- Funds reported $93.3M of iShares Residential and Multisector Real Estate ETF stock for Q1 2018, down 29% quarter-over-quarter.
- 6 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2018 and 13 closed out, a net change of -7 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2018 was Derby & Company, an estimated $3.68M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2018 was Migdal Insurance & Financial Holdings, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2018.