iShares Residential and Multisector Real Estate ETF
REZ
63 hedge funds and large institutions have $117M invested in iShares Residential and Multisector Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 9 closing their positions.
31% more capital invested
Capital invested by funds: $89.2M → $117M (+$28M)
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
5.7% more ownership
Funds ownership: 30.14% → 35.83% (+5.7%)
2% more funds holding
Funds holding: 62 → 63 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$25.2M |
| 2 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$6.38M |
| 3 |
SG Americas Securities
New York
|
+$1.56M |
| 4 |
Jane Street
New York
|
+$1.42M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$2.71M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.46M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.07M |
| 4 |
Citigroup
New York
|
-$623K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$472K |
REZ Hedge Fund Activity: Q3 2018 in Review
63 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q3 2018, worth a combined $117M — up 31% from $89.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new REZ positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Mainstay Capital Management, opening a new position worth an estimated $25.2M. The largest seller was Brown Advisory, cutting an estimated $2.71M.
- 63 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q3 2018, up from 62 in Q2 2018.
- Funds reported $117M of iShares Residential and Multisector Real Estate ETF stock for Q3 2018, up 31% quarter-over-quarter.
- 11 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q3 2018 and 9 closed out, a net change of +2 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q3 2018 was Mainstay Capital Management, an estimated $25.2M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q3 2018 was Brown Advisory, an estimated $2.71M sold.
Based on aggregated 13F filings for Q3 2018.