iShares Residential and Multisector Real Estate ETF
REZ
139 hedge funds and large institutions have $288M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 50 reducing their positions, and 18 closing their positions.
3.49% more ownership
Funds ownership: 47.25% → 50.74% (+3.5%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $302M → $288M (-$14.3M)
3% less funds holding
Funds holding: 143 → 139 (-4)
18% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 50
95% less call options, than puts
Call options by funds: $21K | Put options by funds: $449K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$28.6M |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$2.94M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.73M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.13M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.4M |
| 3 |
Goldman Sachs
New York
|
-$4.53M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.99M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
151
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$22.2K | -324 | Closed |
|
|
RIA
152
Realta Investment Advisors
Wilmington,
Delaware
| – | -$11.6K | -170 | Closed |
|
|
AAG
153
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$9.36K | -137 | Closed |
|
|
CSWG
154
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| – | -$8.06K | -118 | Closed |
|
155
US Bancorp
Minneapolis,
Minnesota
| – | -$5.81K | -85 | Closed |
|
|
PIMG
156
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$5.6K | -75 | Closed |
|
|
EWA
157
EP Wealth Advisors
Torrance,
California
| – | +$28.6M | +396,011 | +9,928% |
|
REZ Hedge Fund Activity: Q1 2023 in Review
139 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2023, worth a combined $288M — down 4.7% from $302M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new REZ positions and 18 closed out — a net gain of 1 holder — while 41 added to existing stakes and 50 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $28.6M. The largest seller was Clearwater Capital Advisors, exiting entirely with an estimated $11M sold.
- 139 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2023, down from 143 in Q4 2022.
- Funds reported $288M of iShares Residential and Multisector Real Estate ETF stock for Q1 2023, down 4.7% quarter-over-quarter.
- 19 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2023 and 18 closed out, a net change of +1 holder.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $28.6M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2023 was Clearwater Capital Advisors, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2023.