iShares Residential and Multisector Real Estate ETF
REZ
63 hedge funds and large institutions have $125M invested in iShares Residential and Multisector Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 9 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
6% more capital invested
Capital invested by funds: $117M → $125M (+$7.4M)
3.63% more ownership
Funds ownership: 36.21% → 39.84% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less funds holding
Funds holding: 64 → 63 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $7K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.46M |
| 2 |
SWM
Segment Wealth Management
Houston,
Texas
|
+$2.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.35M |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$1.51M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.4M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$992K |
| 3 |
LPL Financial
San Diego,
California
|
-$967K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$950K |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$828K |
REZ Hedge Fund Activity: Q4 2018 in Review
63 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2018, worth a combined $125M — up 6.3% from $117M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of REZ and 8 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 23 added.
The largest buyer was Bank of America, adding an estimated $2.46M. The largest seller was Jane Street, exiting entirely with an estimated $1.4M sold.
- 63 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2018, down from 64 in Q3 2018.
- Funds reported $125M of iShares Residential and Multisector Real Estate ETF stock for Q4 2018, up 6.3% quarter-over-quarter.
- 8 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2018 and 9 closed out, a net change of -1 holder.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2018 was Bank of America, an estimated $2.46M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2018 was Jane Street, an estimated $1.4M sold.
Based on aggregated 13F filings for Q4 2018.