iShares Residential and Multisector Real Estate ETF
REZ
69 hedge funds and large institutions have $155M invested in iShares Residential and Multisector Real Estate ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 12 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
26% more capital invested
Capital invested by funds: $122M → $155M (+$32.2M)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
3% more funds holding
Funds holding: 67 → 69 (+2)
1.6% more ownership
Funds ownership: 37.18% → 38.78% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
81% less call options, than puts
Call options by funds: $766K | Put options by funds: $4.01M
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$4.9M |
| 2 |
Morgan Stanley
New York
|
+$4.79M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.58M |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$3.27M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$3.11M |
Top Sellers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.15M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.05M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$885K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$782K |
| 5 |
Jane Street
New York
|
-$646K |
REZ Hedge Fund Activity: Q1 2016 in Review
69 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2016, worth a combined $155M — up 26% from $122M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new REZ positions and 12 closed out — a net gain of 2 holders — while 28 added to existing stakes and 19 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.9M. The largest seller was Credit Suisse, exiting entirely with an estimated $1.15M sold.
- 69 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2016, up from 67 in Q4 2015.
- Funds reported $155M of iShares Residential and Multisector Real Estate ETF stock for Q1 2016, up 26% quarter-over-quarter.
- 14 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2016 and 12 closed out, a net change of +2 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2016 was LPL Financial, an estimated $4.9M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2016 was Credit Suisse, an estimated $1.15M sold.
Based on aggregated 13F filings for Q1 2016.