iShares Residential and Multisector Real Estate ETF
REZ
94 hedge funds and large institutions have $166M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
46% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 24
14% more capital invested
Capital invested by funds: $146M → $166M (+$20M)
9% more funds holding
Funds holding: 86 → 94 (+8)
1.79% more ownership
Funds ownership: 40.56% → 42.35% (+1.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$7.05M |
| 2 |
AAM
Ascension Asset Management
New York
|
+$4.55M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$2.16M |
| 4 |
TCA
Taconic Capital Advisors
New York
|
+$1.64M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.1M |
| 2 |
Morgan Stanley
New York
|
-$1.98M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.35M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.28M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -53 | Closed |
|
|
AIC
102
Archer Investment Corporation
Carmel,
Indiana
| – | -$1.71K | -28 | Closed |
|
REZ Hedge Fund Activity: Q4 2020 in Review
94 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2020, worth a combined $166M — up 14% from $146M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new REZ positions and 9 closed out — a net gain of 9 holders — while 35 added to existing stakes and 24 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $7.05M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $2.1M sold.
- 94 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2020, up from 86 in Q3 2020.
- Funds reported $166M of iShares Residential and Multisector Real Estate ETF stock for Q4 2020, up 14% quarter-over-quarter.
- 18 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2020 and 9 closed out, a net change of +9 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2020 was Geneos Wealth Management, an estimated $7.05M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2020 was B. Riley Wealth Advisors, an estimated $2.1M sold.
Based on aggregated 13F filings for Q4 2020.