iShares Residential and Multisector Real Estate ETF
REZ
94 hedge funds and large institutions have $210M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 13 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
43% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 23
26% more capital invested
Capital invested by funds: $166M → $210M (+$43.9M)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding
Funds holding: 94 → 94 (0)
0.32% less ownership
Funds ownership: 42.35% → 42.03% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$4.93M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.69M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.99M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.08M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Ascension Asset Management
New York
|
-$4.72M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$2.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.48M |
| 4 |
BL
BFSG LLC
Irvine,
California
|
-$740K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$544K |
REZ Hedge Fund Activity: Q1 2021 in Review
94 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2021, worth a combined $210M — up 26% from $166M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new REZ positions and 13 closed out — a net gain of 1 holder — while 33 added to existing stakes and 23 trimmed.
The largest buyer was Clearwater Capital Advisors, opening a new position worth an estimated $4.93M. The largest seller was Ascension Asset Management, exiting entirely with an estimated $4.72M sold.
- 94 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $210M of iShares Residential and Multisector Real Estate ETF stock for Q1 2021, up 26% quarter-over-quarter.
- 14 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2021 and 13 closed out, a net change of +1 holder.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2021 was Clearwater Capital Advisors, an estimated $4.93M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2021 was Ascension Asset Management, an estimated $4.72M sold.
Based on aggregated 13F filings for Q1 2021.