iShares Residential and Multisector Real Estate ETF
REZ
137 hedge funds and large institutions have $392M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 21 closing their positions.
24% more capital invested
Capital invested by funds: $315M → $392M (+$77M)
4.44% more ownership
Funds ownership: 54.84% → 59.28% (+4.4%)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
0% more funds holding
Funds holding: 137 → 137 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 47
71% less call options, than puts
Call options by funds: $346K | Put options by funds: $1.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.1M |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$6.07M |
| 3 |
Goldman Sachs
New York
|
+$3.66M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.9M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.68M |
| 2 |
TCA
Taconic Capital Advisors
New York
|
-$1.19M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.06M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.01M |
| 5 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$829K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
151
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$9.37K | -142 | Closed |
|
|
AA
152
Ancora Advisors
Cleveland,
Ohio
| – | -$7.94K | -120 | Closed |
|
153
US Bancorp
Minneapolis,
Minnesota
| – | -$4.95K | -75 | Closed |
|
|
CIAS
154
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$4.29K | -65 | Closed |
|
|
IF
155
Integrity Financial
Cheyenne,
Wyoming
| – | -$2.84K | -43 | Closed |
|
|
PA
156
PSI Advisors
Tampa,
Florida
| – | -$1.58K | -24 | Closed |
|
|
AF
157
Advisornet Financial
Minnetonka,
Minnesota
| – | -$132 | -2 | Closed |
|
|
HGERS
158
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | +$806 | +12 | New |
|
REZ Hedge Fund Activity: Q4 2023 in Review
137 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2023, worth a combined $392M — up 24% from $315M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new REZ positions and 21 closed out — a net gain of 2 holders — while 46 added to existing stakes and 47 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was LPL Financial, cutting an estimated $1.68M.
- 137 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $392M of iShares Residential and Multisector Real Estate ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 23 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2023 and 21 closed out, a net change of +2 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2023 was LPL Financial, an estimated $1.68M sold.
Based on aggregated 13F filings for Q4 2023.