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iShares Residential and Multisector Real Estate ETF
REZ

84 hedge funds and large institutions have $188M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

51% more capital invested

Capital invested by funds: $125M → $188M (+$63.3M)

33% more funds holding

Funds holding: 63 → 84 (+21)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

3.76% more ownership

Funds ownership: 39.84% → 43.61% (+3.8%)

Holders
84
Holders Change
+21
Holders Change %
+33.33%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
23
Reduced
18
Closed
9
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$262K

Top Buyers

1
NCM
Niemann Capital Management
Nevada
+$25.3M
2
Ameriprise
Ameriprise
Minnesota
+$8.93M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.63M
4
FIM
Freedom Investment Management
Connecticut
+$5.46M
5
FMP
Financial Management Professionals
Texas
+$3.61M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$13.6M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.95M
3
SG Americas Securities
SG Americas Securities
New York
-$1.32M
4
CIM
Confluence Investment Management
Missouri
-$1.22M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$27.9M +$83.1K +1,226 +0.3%
NCM
2
Niemann Capital Management
Nevada
$26.4M +$25.3M +372,471 New
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$21.3M -$393K -5,800 -2%
Ameriprise
4
Ameriprise
Minnesota
$11.4M +$8.93M +131,672 +441%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.53M +$6.63M +97,835 +265%
CIM
6
Cambria Investment Management
California
$6.8M +$74.1K +1,093 +1%
Wells Fargo
7
Wells Fargo
California
$6M -$322K -4,752 -5%
FIM
8
Freedom Investment Management
Connecticut
$5.7M +$5.46M +80,561 New
LPL Financial
9
LPL Financial
California
$5.55M +$1.44M +21,294 +37%
DC
10
Derby & Company
Massachusetts
$5.39M +$204K +3,007 +4%
Bank of America
11
Bank of America
North Carolina
$5.33M +$651K +9,602 +15%
Morgan Stanley
12
Morgan Stanley
New York
$5.31M +$1.27M +18,758 +33%
VC
13
Vicus Capital
Pennsylvania
$4.16M +$1.32M +19,422 +49%
FMP
14
Financial Management Professionals
Texas
$3.76M +$3.61M +53,196 New
KTA
15
Keeley-Teton Advisors
Illinois
$3.6M +$301K +4,436 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.02M +$110K +1,623 +4%
JA
17
JVL Associates
Michigan
$2.88M +$117K +1,729 +4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2.73M +$1.43M +21,067 +120%
SWM
19
Segment Wealth Management
Texas
$2.71M +$35.3K +520 +1%
IFA
20
Interactive Financial Advisors
Illinois
$2.4M -$120K -1,772 -5%
Brown Advisory
21
Brown Advisory
Maryland
$2.33M – – –
MML Investors Services
22
MML Investors Services
Massachusetts
$2.33M +$375K +5,535 +20%
SWA
23
Stratos Wealth Advisors
Ohio
$1.69M -$179K -2,633 -10%
CMP
24
Courage Miller Partners
Virginia
$1.47M -$20.8K -306 -1%
QA
25
Quantitative Advantage
Minnesota
$1.37M -$59.5K -878 -4%
1
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REZ Hedge Fund Activity: Q1 2019 in Review

84 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2019, worth a combined $188M — up 51% from $125M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new REZ positions and 9 closed out — a net gain of 21 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $25.3M. The largest seller was Stifel Financial, cutting an estimated $13.6M.

  • 84 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2019, up from 63 in Q4 2018.
  • Funds reported $188M of iShares Residential and Multisector Real Estate ETF stock for Q1 2019, up 51% quarter-over-quarter.
  • 30 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2019 and 9 closed out, a net change of +21 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2019 was Niemann Capital Management, an estimated $25.3M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2019 was Stifel Financial, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2019.