iShares Residential and Multisector Real Estate ETF
REZ
59 hedge funds and large institutions have $128M invested in iShares Residential and Multisector Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 10 closing their positions.
7.52% less ownership
Funds ownership: 41.58% → 34.06% (-7.5%)
9% less funds holding
Funds holding: 65 → 59 (-6)
28% less capital invested
Capital invested by funds: $178M → $128M (-$50.5M)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $458K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.58M |
| 2 |
TSS
Two Sigma Securities
New York
|
+$1.23M |
| 3 |
FPTW
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
+$539K |
| 4 |
Bank of New York Mellon
New York
|
+$506K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$445K |
Top Sellers
REZ Hedge Fund Activity: Q3 2017 in Review
59 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q3 2017, worth a combined $128M — down 28% from $178M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of REZ and 5 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 17 added.
The largest buyer was Morgan Stanley, adding an estimated $4.58M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $27.7M.
- 59 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q3 2017, down from 65 in Q2 2017.
- Funds reported $128M of iShares Residential and Multisector Real Estate ETF stock for Q3 2017, down 28% quarter-over-quarter.
- 5 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q3 2017 and 10 closed out, a net change of -5 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q3 2017 was Morgan Stanley, an estimated $4.58M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q3 2017 was Migdal Insurance & Financial Holdings, an estimated $27.7M sold.
Based on aggregated 13F filings for Q3 2017.