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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$10.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.11M |
| 3 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
+$2.35M |
| 4 |
Nomura Asset Management
Tokyo,
Japan
|
+$2.32M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Derby & Company
Newton,
Massachusetts
|
-$5.69M |
| 2 |
Jane Street
New York
|
-$4.16M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.69M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$940K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$846K |
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.