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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
175
Holders Change
+19
Holders Change %
+12.18%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
39
Increased
71
Reduced
37
Closed
18
Calls
$2.62M
Puts
$2.36M
Net Calls
+$260K
Net Calls Change
+$190K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$30.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
AssetMark Inc
AssetMark Inc
California
+$11.2M
4
Bank of America
Bank of America
North Carolina
+$6.21M
5
CIM
Cambria Investment Management
California
+$5.82M

Top Sellers

Rank Fund Capital Flow
1
HT
HAP Trading
New York
-$3.98M
2
ACP
Aveo Capital Partners
Colorado
-$3.34M
3
Goldman Sachs
Goldman Sachs
New York
-$2.61M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.57M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
151
Integrity Financial
Wyoming
$36K – – –
WT
152
Whittier Trust
California
$28K +$26.6K +287 New
SWM
153
Spire Wealth Management
Virginia
$27K +$1.11K +12 +5%
TSWM
154
Tyler-Stone Wealth Management
Ohio
$22K – – –
HS
155
Horan Securities
United States
$18K – – –
COCM
156
Charter Oak Capital Management
New Hampshire
$16K – – –
HWMA
157
Heritage Wealth Management (Arizona)
Arizona
$16K +$15.8K +170 New
DC
158
DeDora Capital
California
$15K +$14.8K +160 New
RPCA
159
Running Point Capital Advisors
California
$14K – – –
MA
160
MUFG Americas
New York
$14K +$14K +151 New
TRCT
161
Tower Research Capital (TRC)
New York
$12K -$19.2K -207 -63%
AA
162
Ancora Advisors
Ohio
$11K – – –
CFN
163
Cordasco Financial Network
Florida
$11K +$10.8K +117 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
Simplex Trading
165
Simplex Trading
Illinois
$10K +$5.75K +62 +129%
AWM
166
Avior Wealth Management
Nebraska
$9K +$9.27K +100 New
CFGS
167
Concourse Financial Group Securities
Alabama
$4K -$4.54K -49 -52%
GWMIA
168
Global Wealth Management Investment Advisory
Florida
$4K +$3.8K +41 New
AWM
169
Atticus Wealth Management
Florida
$3K +$2.78K +30 New
BA
170
Bellwether Advisors
Nebraska
$2K – – –
PA
171
PSI Advisors
Florida
$2K – – –
IRC
172
Investors Research Corp
Georgia
$2K +$1.21K +13 +163%
RIM
173
Rockbridge Investment Management
New York
$1.47K – – –
CCM
174
Covington Capital Management
California
$1K -$742 -8 -42%
FFA
175
Founders Financial Alliance
North Carolina
$1K – – –
4 5 6
7
8

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.