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iShares Residential and Multisector Real Estate ETF
REZ

94 hedge funds and large institutions have $119M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

1.17% less ownership

Funds ownership: 38.45% → 37.28% (-1.2%)

10% less funds holding

Funds holding: 105 → 94 (-11)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

41% less capital invested

Capital invested by funds: $203M → $119M (-$83.5M)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
94
Holders Change
-11
Holders Change %
-10.48%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
20
Increased
32
Reduced
26
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.2M
3
BRWA
B. Riley Wealth Advisors
Florida
+$3.07M
4
APA
American Portfolios Advisors
New York
+$2.78M
5
Morgan Stanley
Morgan Stanley
New York
+$1.9M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$23.9M
2
CIM
Cambria Investment Management
California
-$7.37M
3
LPL Financial
LPL Financial
California
-$5.62M
4
FMP
Financial Management Professionals
Texas
-$3.56M
5
Jane Street
Jane Street
New York
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
76
Ellis Investment Partners
Pennsylvania
$22K +$288 +4 +0.9%
AIC
77
Ameritas Investment Company
Nebraska
$20K +$26.7K +371 New
HS
78
Horan Securities
United States
$17K +$22.1K +307 New
NSIM
79
North Star Investment Management
Illinois
$14K – – –
US Bancorp
80
US Bancorp
Minnesota
$10K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
VCP
82
Verus Capital Partners
Arizona
$8K – – –
CWC
83
Carolinas Wealth Consulting
North Carolina
$8K +$10.6K +147 New
WEC
84
Winslow Evans & Crocker
Massachusetts
$6K – – –
WQ
85
Wealth Quarterback
New Jersey
$5.62K -$72 -1 -1%
GEA
86
Glen Eagle Advisors
New Jersey
$5.52K – – –
Citigroup
87
Citigroup
New York
$4K -$67.4K -936 -94%
GWMIA
88
Global Wealth Management Investment Advisory
Florida
$4K – – –
William Blair & Company
89
William Blair & Company
Illinois
$3K – – –
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$3K +$3.82K +53 New
LWM
91
Liberty Wealth Management
California
$3K +$4.32K +60 New
IFA
92
Interactive Financial Advisors
Illinois
$1K -$3.05M -42,360 -100%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$1K -$1.37K -19 -48%
MCM
94
Mainstay Capital Management
Michigan
– -$23.9M -317,235 Closed
CIM
95
Cambria Investment Management
California
– -$7.37M -97,861 Closed
FMP
96
Financial Management Professionals
Texas
– -$3.56M -47,206 Closed
Jane Street
97
Jane Street
New York
– -$3.29M -43,721 Closed
NCM
98
Niemann Capital Management
Nevada
– -$2.36M -31,272 Closed
Nomura Asset Management
99
Nomura Asset Management
Japan
– -$1.44M -19,080 Closed
IAA
100
Independent Advisor Alliance
North Carolina
– -$632K -8,389 Closed
1 2 3
4
5

REZ Hedge Fund Activity: Q1 2020 in Review

94 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2020, worth a combined $119M — down 41% from $203M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of REZ and 20 opened new positions — a net loss of 9 holders — while 26 trimmed existing stakes and 32 added.

The largest buyer was Bank of America, adding an estimated $5.3M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $23.9M sold.

  • 94 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2020, down from 105 in Q4 2019.
  • Funds reported $119M of iShares Residential and Multisector Real Estate ETF stock for Q1 2020, down 41% quarter-over-quarter.
  • 20 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2020 and 29 closed out, a net change of -9 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2020 was Bank of America, an estimated $5.3M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2020 was Mainstay Capital Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2020.