We are live on ! Find out more
REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

148 hedge funds and large institutions have $466M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

3.65% more ownership

Funds ownership: 47.75% → 51.4% (+3.6%)

15% less funds holding

Funds holding: 175 → 148 (-27)

24% less capital invested

Capital invested by funds: $616M → $466M (-$150M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

55% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 47

65% less call options, than puts

Call options by funds: $728K | Put options by funds: $2.07M

Holders
148
Holders Change
-27
Holders Change %
-15.43%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
21
Increased
55
Reduced
43
Closed
47
Calls
$728K
Puts
$2.07M
Net Calls
-$1.34M
Net Calls Change
-$1.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$93.7M
2
CAN
Cetera Advisor Networks
California
+$7.49M
3
Goldman Sachs
Goldman Sachs
New York
+$6.6M
4
BRWA
B. Riley Wealth Advisors
Florida
+$5.94M
5
ML
McAdam LLC
Pennsylvania
+$3.58M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$78.6M
2
Ameriprise
Ameriprise
Minnesota
-$19.6M
3
Wells Fargo
Wells Fargo
California
-$10.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.13M
5
Bank of America
Bank of America
North Carolina
-$6.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
126
Founders Financial Alliance
North Carolina
$25K +$26.1K +300 +2,000%
WTC
127
WhitTier Trust Company
Nevada
$23K +$24.9K +287 New
SWM
128
Spire Wealth Management
Virginia
$22K – – –
TSWM
129
Tyler-Stone Wealth Management
Ohio
$18K – – –
KTC
130
Kistler-Tiffany Companies
Pennsylvania
$18K +$19.6K +225 New
HS
131
Horan Securities
United States
$15K +$87 +1 +0.5%
COCM
132
Charter Oak Capital Management
New Hampshire
$14K – – –
HWMA
133
Heritage Wealth Management (Arizona)
Arizona
$13.6K – – –
RPCA
134
Running Point Capital Advisors
California
$12K – – –
CFN
135
Cordasco Financial Network
Florida
$9K – – –
AA
136
Ancora Advisors
Ohio
$9K +$87 +1 +0.9%
AWM
137
Avior Wealth Management
Nebraska
$8K – – –
HNB
138
Huntington National Bank
Ohio
$8K – – –
TC
139
Truvestments Capital
Florida
$5K +$5.04K +58 New
HI
140
Hudock Inc
Pennsylvania
$4K +$4.95K +57 New
GWMIA
141
Global Wealth Management Investment Advisory
Florida
$3K – – –
AWM
142
Atticus Wealth Management
Florida
$2K – – –
BA
143
Bellwether Advisors
Nebraska
$2K – – –
PA
144
PSI Advisors
Florida
$2K – – –
IRC
145
Investors Research Corp
Georgia
$2K +$695 +8 +38%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.74K +20 New
ACM
147
Antonetti Capital Management
Florida
$1K -$262K -3,013 -99%
PAIM
148
Punch & Associates Investment Management
Minnesota
$1K +$869 +10 New
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$116 – – –
BIM
150
Bullseye Investment Management
Ohio
– -$6.06M -63,185 Closed
4 5
6
7 8

REZ Hedge Fund Activity: Q2 2022 in Review

148 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2022, worth a combined $466M — down 24% from $616M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of REZ and 21 opened new positions — a net loss of 26 holders — while 43 trimmed existing stakes and 55 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.7M. The largest seller was AssetMark Inc, cutting an estimated $78.6M.

  • 148 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2022, down from 175 in Q1 2022.
  • Funds reported $466M of iShares Residential and Multisector Real Estate ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 21 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2022 and 47 closed out, a net change of -26 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $93.7M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2022 was AssetMark Inc, an estimated $78.6M sold.

Based on aggregated 13F filings for Q2 2022.