iShares Residential and Multisector Real Estate ETF
REZ
87 hedge funds and large institutions have $222M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 9 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 21
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
18% more capital invested
Capital invested by funds: $188M → $222M (+$33.7M)
3.78% more ownership
Funds ownership: 43.61% → 47.39% (+3.8%)
4% more funds holding
Funds holding: 84 → 87 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$13.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.57M |
| 3 |
Jane Street
New York
|
+$3.83M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.11M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$6.82M |
| 2 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$2.71M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$2.26M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.39M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$909K |
REZ Hedge Fund Activity: Q2 2019 in Review
87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2019, worth a combined $222M — up 18% from $188M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new REZ positions and 9 closed out — a net gain of 5 holders — while 38 added to existing stakes and 21 trimmed.
The largest buyer was Mainstay Capital Management, adding an estimated $13.3M. The largest seller was Niemann Capital Management, cutting an estimated $6.82M.
- 87 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2019, up from 84 in Q1 2019.
- Funds reported $222M of iShares Residential and Multisector Real Estate ETF stock for Q2 2019, up 18% quarter-over-quarter.
- 14 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2019 and 9 closed out, a net change of +5 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2019 was Mainstay Capital Management, an estimated $13.3M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2019 was Niemann Capital Management, an estimated $6.82M sold.
Based on aggregated 13F filings for Q2 2019.