iShares Residential and Multisector Real Estate ETF
REZ
50 hedge funds and large institutions have $99.1M invested in iShares Residential and Multisector Real Estate ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 14 closing their positions.
52% more capital invested
Capital invested by funds: $65.4M → $99.1M (+$33.7M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
6.38% more ownership
Funds ownership: 29.08% → 35.46% (+6.4%)
9% less funds holding
Funds holding: 55 → 50 (-5)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$16.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.62M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.06M |
| 4 |
FPTW
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
+$663K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$527K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$807K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$691K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$669K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$582K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$444K |
REZ Hedge Fund Activity: Q4 2014 in Review
50 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2014, worth a combined $99.1M — up 52% from $65.4M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of REZ and 12 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 16 added.
The largest buyer was Niemann Capital Management, opening a new position worth an estimated $16.6M. The largest seller was Jane Street, exiting entirely with an estimated $807K sold.
- 50 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2014, down from 55 in Q3 2014.
- Funds reported $99.1M of iShares Residential and Multisector Real Estate ETF stock for Q4 2014, up 52% quarter-over-quarter.
- 12 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2014 and 14 closed out, a net change of -2 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2014 was Niemann Capital Management, an estimated $16.6M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2014 was Jane Street, an estimated $807K sold.
Based on aggregated 13F filings for Q4 2014.