iShares Residential and Multisector Real Estate ETF
REZ
89 hedge funds and large institutions have $126M invested in iShares Residential and Multisector Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 15 closing their positions.
5% more capital invested
Capital invested by funds: $119M → $126M (+$6.45M)
4% more call options, than puts
Call options by funds: $258K | Put options by funds: $247K
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.41% less ownership
Funds ownership: 37.28% → 36.87% (-0.41%)
9% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 35
5% less funds holding
Funds holding: 94 → 89 (-5)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.91M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.39M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.38M |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$2.04M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.52M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.25M |
| 3 |
Morgan Stanley
New York
|
-$3.95M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.46M |
| 5 |
JA
JVL Associates
Wyoming,
Michigan
|
-$2.45M |
REZ Hedge Fund Activity: Q2 2020 in Review
89 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2020, worth a combined $126M — up 5.4% from $119M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of REZ and 11 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 32 added.
The largest buyer was UBS Group, adding an estimated $2.91M. The largest seller was Osaic Holdings, cutting an estimated $4.52M.
- 89 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2020, down from 94 in Q1 2020.
- Funds reported $126M of iShares Residential and Multisector Real Estate ETF stock for Q2 2020, up 5.4% quarter-over-quarter.
- 11 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2020 and 15 closed out, a net change of -4 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2020 was UBS Group, an estimated $2.91M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $4.52M sold.
Based on aggregated 13F filings for Q2 2020.