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iShares Residential and Multisector Real Estate ETF
REZ

175 hedge funds and large institutions have $616M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

92% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 37

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more capital invested

Capital invested by funds: $511M → $616M (+$105M)

12% more funds holding

Funds holding: 156 → 175 (+19)

11% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $2.36M

4.26% more ownership

Funds ownership: 43.49% → 47.75% (+4.3%)

Holders
175
Holders Change
+19
Holders Change %
+12.18%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
71
Reduced
37
Closed
18
Calls
$2.62M
Puts
$2.36M
Net Calls
+$260K
Net Calls Change
+$190K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$30.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
AssetMark Inc
AssetMark Inc
California
+$11.2M
4
Bank of America
Bank of America
North Carolina
+$6.21M
5
CIM
Cambria Investment Management
California
+$5.82M

Top Sellers

Rank Fund Capital Flow
1
HT
HAP Trading
New York
-$3.98M
2
ACP
Aveo Capital Partners
Colorado
-$3.34M
3
Goldman Sachs
Goldman Sachs
New York
-$2.61M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.57M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
$1.43M +$32.9K +355 +2%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.42M -$1.01M -10,900 -42%
AWS
53
Atria Wealth Solutions
New York
$1.38M +$1.33M +14,380 New
KCM
54
Kendall Capital Management
Maryland
$1.34M +$94K +1,014 +8%
Jane Street
55
Jane Street
New York
$1.3M +$1.26M +13,550 New
AFAS
56
Acorn Financial Advisory Services
Virginia
$1.24M +$211K +2,272 +21%
BWCS
57
Beirne Wealth Consulting Services
Connecticut
$1.21M +$3.62K +39 +0.3%
MCM
58
Mainstay Capital Management
Michigan
$1.21M -$8.07K -87 -0.7%
CG
59
Colony Group
Massachusetts
$1.2M +$1.16M +12,503 New
SFG
60
Sovereign Financial Group
Connecticut
$1.12M +$412K +4,446 +61%
BCM
61
Beaumont Capital Management
Massachusetts
$1.08M +$1.04M +11,223 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.07M +$131K +1,417 +15%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.06M – – –
CMP
64
Courage Miller Partners
Virginia
$1.04M -$1.48K -16 -0.1%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.02M +$785K +8,469 +385%
SIM
66
Seaview Investment Managers
Florida
$1.02M +$16K +172 +2%
SPC
67
Sigma Planning Corp
Michigan
$1.01M -$200K -2,153 -17%
Renaissance Technologies
68
Renaissance Technologies
New York
$940K +$204K +2,200 +29%
BSW
69
Buckingham Strategic Wealth
Missouri
$940K +$442K +4,761 +94%
CA
70
Cetera Advisors
Colorado
$883K +$22.5K +243 +3%
CAG
71
Csenge Advisory Group
Florida
$871K +$843K +9,085 New
CM
72
Cornerstone Management
Georgia
$849K – – –
RFC
73
Regions Financial Corp
Alabama
$749K – – –
BAM
74
BTS Asset Management
Massachusetts
$748K – – –
NWA
75
Navis Wealth Advisors
New York
$720K +$2.13K +23 +0.3%
1 2
3
4 5

REZ Hedge Fund Activity: Q1 2022 in Review

175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2022, worth a combined $616M — up 21% from $511M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new REZ positions and 18 closed out — a net gain of 21 holders — while 71 added to existing stakes and 37 trimmed.

The largest buyer was Ameriprise, adding an estimated $30.5M. The largest seller was HAP Trading, exiting entirely with an estimated $3.98M sold.

  • 175 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2022, up from 156 in Q4 2021.
  • Funds reported $616M of iShares Residential and Multisector Real Estate ETF stock for Q1 2022, up 21% quarter-over-quarter.
  • 39 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2022 and 18 closed out, a net change of +21 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2022 was Ameriprise, an estimated $30.5M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2022 was HAP Trading, an estimated $3.98M sold.

Based on aggregated 13F filings for Q1 2022.