iShares Residential and Multisector Real Estate ETF
REZ
65 hedge funds and large institutions have $178M invested in iShares Residential and Multisector Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
34% more capital invested
Capital invested by funds: $133M → $178M (+$45M)
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
7% more funds holding
Funds holding: 61 → 65 (+4)
6.37% more ownership
Funds ownership: 35.22% → 41.58% (+6.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $670K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$21.5M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$7.73M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$4.65M |
| 4 |
Morgan Stanley
New York
|
+$3.12M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.05M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$810K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$753K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$602K |
| 5 |
NFG
Nadler Financial Group
Deerfield,
Illinois
|
-$333K |
REZ Hedge Fund Activity: Q2 2017 in Review
65 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2017, worth a combined $178M — up 34% from $133M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new REZ positions and 10 closed out — a net gain of 4 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Stifel Financial, adding an estimated $21.5M. The largest seller was Bank of America, cutting an estimated $1.05M.
- 65 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2017, up from 61 in Q1 2017.
- Funds reported $178M of iShares Residential and Multisector Real Estate ETF stock for Q2 2017, up 34% quarter-over-quarter.
- 14 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2017 and 10 closed out, a net change of +4 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2017 was Stifel Financial, an estimated $21.5M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2017 was Bank of America, an estimated $1.05M sold.
Based on aggregated 13F filings for Q2 2017.