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iShares Residential and Multisector Real Estate ETF
REZ

84 hedge funds and large institutions have $188M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

51% more capital invested

Capital invested by funds: $125M → $188M (+$63.3M)

33% more funds holding

Funds holding: 63 → 84 (+21)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

3.76% more ownership

Funds ownership: 39.84% → 43.61% (+3.8%)

Holders
84
Holders Change
+21
Holders Change %
+33.33%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
23
Reduced
18
Closed
9
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$262K

Top Buyers

1
NCM
Niemann Capital Management
Nevada
+$25.3M
2
Ameriprise
Ameriprise
Minnesota
+$8.93M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.63M
4
FIM
Freedom Investment Management
Connecticut
+$5.46M
5
FMP
Financial Management Professionals
Texas
+$3.61M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$13.6M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.95M
3
SG Americas Securities
SG Americas Securities
New York
-$1.32M
4
CIM
Confluence Investment Management
Missouri
-$1.22M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
51
Boltwood Capital Management
California
$255K – – –
CWM
52
Cabot Wealth Management
Massachusetts
$248K – – –
Stifel Financial
53
Stifel Financial
Missouri
$243K -$13.6M -200,471 -98%
VA
54
Valmark Advisers
Ohio
$228K +$219K +3,223 New
MAM
55
Marquette Asset Management
Minnesota
$226K -$8K -118 -4%
FAAS
56
First Allied Advisory Services
California
$221K +$212K +3,124 New
VCM
57
Virtue Capital Management
Tennessee
$220K +$211K +3,105 New
RFN
58
RDA Financial Network
Iowa
$212K +$203K +2,989 New
BA
59
Belvedere Advisors
California
$176K +$170K +2,502 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$150K +$84.5K +1,246 +142%
APA
61
American Portfolios Advisors
New York
$121K +$27.8K +410 +31%
GWM
62
Geneos Wealth Management
Colorado
$67K -$10.2K -150 -14%
AP
63
Advisors Preferred
Maryland
$67K +$64.4K +950 New
CFS
64
Ceros Financial Services
Maryland
$67K +$64.4K +950 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$43K -$5.76K -85 -12%
ASN
66
Advisory Services Network
Georgia
$41K – – –
NFG
67
Next Financial Group
Texas
$38K -$401K -5,919 -92%
NFH
68
NEXT Financial Holdings
Texas
$38K +$36.1K +533 New
BEI
69
Benjamin Edwards Inc
Missouri
$33K +$31.9K +470 New
PFBT
70
Parkside Financial Bank & Trust
Missouri
$32K – – –
JP Morgan Chase
71
JP Morgan Chase
New York
$21K – – –
HS
72
Horan Securities
United States
$16K +$15.1K +223 New
SWM
73
SeaCrest Wealth Management
New York
$16K +$15.7K +231 New
Citigroup
74
Citigroup
New York
$15K +$14.6K +216 New
US Bancorp
75
US Bancorp
Minnesota
$13K – – –
1 2
3
4

REZ Hedge Fund Activity: Q1 2019 in Review

84 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2019, worth a combined $188M — up 51% from $125M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new REZ positions and 9 closed out — a net gain of 21 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $25.3M. The largest seller was Stifel Financial, cutting an estimated $13.6M.

  • 84 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2019, up from 63 in Q4 2018.
  • Funds reported $188M of iShares Residential and Multisector Real Estate ETF stock for Q1 2019, up 51% quarter-over-quarter.
  • 30 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2019 and 9 closed out, a net change of +21 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2019 was Niemann Capital Management, an estimated $25.3M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2019 was Stifel Financial, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2019.