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iShares Residential and Multisector Real Estate ETF
REZ

99 hedge funds and large institutions have $258M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

16% more capital invested

Capital invested by funds: $222M → $258M (+$36M)

14% more funds holding

Funds holding: 87 → 99 (+12)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

2% less ownership

Funds ownership: 47.39% → 45.39% (-2%)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $246K

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
2.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
18
Increased
41
Reduced
26
Closed
5
Calls
$1K
Puts
$246K
Net Calls
-$245K
Net Calls Change
-$245K

Top Buyers

1
PS
Portfolio Strategies
New York
+$10.7M
2
Bank of America
Bank of America
North Carolina
+$4.11M
3
IAA
Ironsides Asset Advisors
North Carolina
+$2.35M
4
Nomura Asset Management
Nomura Asset Management
Japan
+$2.32M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.06M

Top Sellers

1
DC
Derby & Company
Massachusetts
-$5.69M
2
Jane Street
Jane Street
New York
-$4.16M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.69M
4
Ameriprise
Ameriprise
Minnesota
-$940K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$846K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$405K +$133K +1,722 +51%
AAS
52
Avantax Advisory Services
Texas
$362K -$31.8K -413 -8%
FFN
53
Focus Financial Network
Minnesota
$361K +$350K +4,547 New
RJA
54
Raymond James & Associates
Florida
$358K +$10.1K +131 +3%
VCM
55
Virtue Capital Management
Tennessee
$348K – – –
SS
56
Sunbelt Securities
Texas
$320K -$24.3K -316 -7%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$308K +$15.6K +203 +6%
VA
58
Valmark Advisers
Ohio
$296K +$38.5K +500 +15%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$290K – – –
BCM
60
Boltwood Capital Management
California
$286K – – –
RFN
61
RDA Financial Network
Iowa
$285K +$26.6K +346 +10%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$282K – – –
CWM
63
Cabot Wealth Management
Massachusetts
$279K – – –
ASN
64
Advisory Services Network
Georgia
$272K – – –
MAM
65
Marquette Asset Management
Minnesota
$255K – – –
LWAC
66
Laurel Wealth Advisors (California)
California
$253K +$4.93K +64 +2%
IA
67
IFG Advisors
Missouri
$251K +$243K +3,154 New
WPSG
68
Wealth & Pension Services Group
Georgia
$250K +$242K +3,150 New
KCM
69
Kendall Capital Management
Maryland
$247K -$18.5K -240 -7%
IWC
70
Integrated Wealth Concepts
Massachusetts
$243K +$235K +3,056 New
JMPWA
71
JP Morgan Private Wealth Advisors
California
$238K +$231K +3,001 New
DC
72
Derby & Company
Massachusetts
$235K -$5.69M -73,898 -96%
FAAS
73
First Allied Advisory Services
California
$230K -$20.1K -261 -8%
HIS
74
Harvest Investment Services
Illinois
$215K +$210K +2,728 New
JP Morgan Chase
75
JP Morgan Chase
New York
$207K +$154K +2,000 +333%
1 2
3
4 5

REZ Hedge Fund Activity: Q3 2019 in Review

99 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q3 2019, worth a combined $258M — up 16% from $222M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new REZ positions and 5 closed out — a net gain of 13 holders — while 41 added to existing stakes and 26 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $10.7M. The largest seller was Derby & Company, cutting an estimated $5.69M.

  • 99 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q3 2019, up from 87 in Q2 2019.
  • Funds reported $258M of iShares Residential and Multisector Real Estate ETF stock for Q3 2019, up 16% quarter-over-quarter.
  • 18 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q3 2019 and 5 closed out, a net change of +13 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q3 2019 was Portfolio Strategies, an estimated $10.7M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q3 2019 was Derby & Company, an estimated $5.69M sold.

Based on aggregated 13F filings for Q3 2019.