iShares Residential and Multisector Real Estate ETF
REZ
105 hedge funds and large institutions have $203M invested in iShares Residential and Multisector Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
39% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 31
6% more funds holding
Funds holding: 99 → 105 (+6)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6.94% less ownership
Funds ownership: 45.39% → 38.45% (-6.9%)
54% less capital inflows, than outflows
Capital inflows: $36.8M | Capital outflows: $80.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.18M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.54M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.08M |
| 5 |
Jane Street
New York
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$20.5M |
| 2 |
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$20.1M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
-$11.4M |
| 4 |
Vicus Capital
State College,
Pennsylvania
|
-$5.65M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.13M |
REZ Hedge Fund Activity: Q4 2019 in Review
105 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2019, worth a combined $203M — down 21% from $258M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new REZ positions and 11 closed out — a net gain of 7 holders — while 43 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.18M. The largest seller was Niemann Capital Management, cutting an estimated $20.5M.
- 105 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2019, up from 99 in Q3 2019.
- Funds reported $203M of iShares Residential and Multisector Real Estate ETF stock for Q4 2019, down 21% quarter-over-quarter.
- 18 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2019 and 11 closed out, a net change of +7 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2019 was Morgan Stanley, an estimated $6.18M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2019 was Niemann Capital Management, an estimated $20.5M sold.
Based on aggregated 13F filings for Q4 2019.