iShares Residential and Multisector Real Estate ETF
REZ
67 hedge funds and large institutions have $122M invested in iShares Residential and Multisector Real Estate ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more capital invested
Capital invested by funds: $78.2M → $122M (+$44.3M)
22% more funds holding
Funds holding: 55 → 67 (+12)
7.43% more ownership
Funds ownership: 29.75% → 37.18% (+7.4%)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
55% less call options, than puts
Call options by funds: $920K | Put options by funds: $2.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.42M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.6M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$5.5M |
| 4 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$3.78M |
| 5 |
Goldman Sachs
New York
|
+$3.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.13M |
| 2 |
JGC
J. Goldman & Co
New York
|
-$1.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$982K |
| 4 |
CCM
Canal Capital Management
Richmond,
Virginia
|
-$466K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$461K |
REZ Hedge Fund Activity: Q4 2015 in Review
67 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2015, worth a combined $122M — up 57% from $78.2M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new REZ positions and 8 closed out — a net gain of 12 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.42M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $2.13M sold.
- 67 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2015, up from 55 in Q3 2015.
- Funds reported $122M of iShares Residential and Multisector Real Estate ETF stock for Q4 2015, up 57% quarter-over-quarter.
- 20 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2015 and 8 closed out, a net change of +12 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2015 was LPL Financial, an estimated $7.42M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2015 was Avalon Capital Management, an estimated $2.13M sold.
Based on aggregated 13F filings for Q4 2015.