iShares Residential and Multisector Real Estate ETF
REZ
134 hedge funds and large institutions have $526M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 8 closing their positions.
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
222% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 18
194% more call options, than puts
Call options by funds: $907K | Put options by funds: $308K
91% more capital invested
Capital invested by funds: $275M → $526M (+$250M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more funds holding
Funds holding: 111 → 134 (+23)
8.44% more ownership
Funds ownership: 40.86% → 49.3% (+8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$157M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
+$29.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.32M |
| 5 |
Jane Street
New York
|
+$8.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.51M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$2.35M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$1.75M |
| 4 |
FPTW
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
-$797K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$756K |
REZ Hedge Fund Activity: Q3 2021 in Review
134 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q3 2021, worth a combined $526M — up 91% from $275M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new REZ positions and 8 closed out — a net gain of 25 holders — while 58 added to existing stakes and 18 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $157M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.51M.
- 134 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q3 2021, up from 111 in Q2 2021.
- Funds reported $526M of iShares Residential and Multisector Real Estate ETF stock for Q3 2021, up 91% quarter-over-quarter.
- 33 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q3 2021 and 8 closed out, a net change of +25 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q3 2021 was AssetMark Inc, an estimated $157M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q3 2021 was Raymond James Financial Services Advisors, an estimated $2.51M sold.
Based on aggregated 13F filings for Q3 2021.