iShares Residential and Multisector Real Estate ETF
REZ
57 hedge funds and large institutions have $134M invested in iShares Residential and Multisector Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
58% more call options, than puts
Call options by funds: $441K | Put options by funds: $280K
36% more capital invested
Capital invested by funds: $99.1M → $134M (+$35.3M)
14% more funds holding
Funds holding: 50 → 57 (+7)
6.5% more ownership
Funds ownership: 35.46% → 41.96% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.1M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.22M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.04M |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$4.73M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Highmount Capital
New York
|
-$4M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$950K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$673K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$400K |
| 5 |
LPL Financial
San Diego,
California
|
-$244K |
REZ Hedge Fund Activity: Q1 2015 in Review
57 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2015, worth a combined $134M — up 36% from $99.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new REZ positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 19 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $10.1M. The largest seller was Highmount Capital, cutting an estimated $4M.
- 57 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2015, up from 50 in Q4 2014.
- Funds reported $134M of iShares Residential and Multisector Real Estate ETF stock for Q1 2015, up 36% quarter-over-quarter.
- 10 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2015 and 2 closed out, a net change of +8 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2015 was Envestnet Asset Management, an estimated $10.1M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2015 was Highmount Capital, an estimated $4M sold.
Based on aggregated 13F filings for Q1 2015.