iShares Residential and Multisector Real Estate ETF
REZ
61 hedge funds and large institutions have $133M invested in iShares Residential and Multisector Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $117M → $133M (+$16.1M)
12% more call options, than puts
Call options by funds: $730K | Put options by funds: $650K
2.83% more ownership
Funds ownership: 32.38% → 35.22% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 62 → 61 (-1)
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$24.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$5.88M |
| 3 |
FPTW
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
+$642K |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$499K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$5.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.37M |
| 4 |
SCA
Snowden Capital Advisors
New York
|
-$1.95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.32M |
REZ Hedge Fund Activity: Q1 2017 in Review
61 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2017, worth a combined $133M — up 14% from $117M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new REZ positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 25 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $24.9M. The largest seller was HighTower Advisors, cutting an estimated $5.4M.
- 61 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2017, down from 62 in Q4 2016.
- Funds reported $133M of iShares Residential and Multisector Real Estate ETF stock for Q1 2017, up 14% quarter-over-quarter.
- 7 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2017 and 6 closed out, a net change of +1 holder.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2017 was Migdal Insurance & Financial Holdings, an estimated $24.9M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2017 was HighTower Advisors, an estimated $5.4M sold.
Based on aggregated 13F filings for Q1 2017.