iShares Residential and Multisector Real Estate ETF
REZ
175 hedge funds and large institutions have $616M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 18 closing their positions.
117% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 18
92% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 37
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more capital invested
Capital invested by funds: $511M → $616M (+$105M)
12% more funds holding
Funds holding: 156 → 175 (+19)
11% more call options, than puts
Call options by funds: $2.62M | Put options by funds: $2.36M
4.26% more ownership
Funds ownership: 43.49% → 47.75% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.5M |
| 2 |
Morgan Stanley
New York
|
+$15.5M |
| 3 |
AssetMark Inc
Concord,
California
|
+$11.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.21M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$5.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HT
HAP Trading
New York
|
-$3.98M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$3.34M |
| 3 |
Goldman Sachs
New York
|
-$2.61M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.57M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.13M |
REZ Hedge Fund Activity: Q1 2022 in Review
175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2022, worth a combined $616M — up 21% from $511M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new REZ positions and 18 closed out — a net gain of 21 holders — while 71 added to existing stakes and 37 trimmed.
The largest buyer was Ameriprise, adding an estimated $30.5M. The largest seller was HAP Trading, exiting entirely with an estimated $3.98M sold.
- 175 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2022, up from 156 in Q4 2021.
- Funds reported $616M of iShares Residential and Multisector Real Estate ETF stock for Q1 2022, up 21% quarter-over-quarter.
- 39 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2022 and 18 closed out, a net change of +21 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2022 was Ameriprise, an estimated $30.5M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2022 was HAP Trading, an estimated $3.98M sold.
Based on aggregated 13F filings for Q1 2022.