iShares Residential and Multisector Real Estate ETF
REZ
111 hedge funds and large institutions have $275M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
114% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 22
31% more capital invested
Capital invested by funds: $210M → $275M (+$65.6M)
18% more funds holding
Funds holding: 94 → 111 (+17)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.17% less ownership
Funds ownership: 42.03% → 40.86% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$8.33M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.59M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.62M |
| 4 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
+$2.74M |
| 5 |
Morgan Stanley
New York
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$8.72M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.13M |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$533K |
| 4 |
TCA
Taconic Capital Advisors
New York
|
-$401K |
| 5 |
Goldman Sachs
New York
|
-$250K |
REZ Hedge Fund Activity: Q2 2021 in Review
111 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2021, worth a combined $275M — up 31% from $210M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new REZ positions and 7 closed out — a net gain of 18 holders — while 47 added to existing stakes and 22 trimmed.
The largest buyer was Clearwater Capital Advisors, adding an estimated $8.33M. The largest seller was Geneos Wealth Management, cutting an estimated $8.72M.
- 111 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2021, up from 94 in Q1 2021.
- Funds reported $275M of iShares Residential and Multisector Real Estate ETF stock for Q2 2021, up 31% quarter-over-quarter.
- 25 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2021 and 7 closed out, a net change of +18 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2021 was Clearwater Capital Advisors, an estimated $8.33M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $8.72M sold.
Based on aggregated 13F filings for Q2 2021.