iShares Residential and Multisector Real Estate ETF
REZ
156 hedge funds and large institutions have $511M invested in iShares Residential and Multisector Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 15 closing their positions.
160% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 15
54% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 37
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more funds holding
Funds holding: 134 → 156 (+22)
8% more call options, than puts
Call options by funds: $914K | Put options by funds: $844K
3% less capital invested
Capital invested by funds: $526M → $511M (-$14.8M)
5.8% less ownership
Funds ownership: 49.3% → 43.49% (-5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.75M |
| 3 |
Goldman Sachs
New York
|
+$6.21M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.75M |
| 5 |
HT
HAP Trading
New York
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$90.8M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
-$28.7M |
| 3 |
Jane Street
New York
|
-$7.75M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.71M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.22M |
REZ Hedge Fund Activity: Q4 2021 in Review
156 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2021, worth a combined $511M — down 2.8% from $526M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new REZ positions and 15 closed out — a net gain of 24 holders — while 57 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was AssetMark Inc, cutting an estimated $90.8M.
- 156 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2021, up from 134 in Q3 2021.
- Funds reported $511M of iShares Residential and Multisector Real Estate ETF stock for Q4 2021, down 2.8% quarter-over-quarter.
- 39 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2021 and 15 closed out, a net change of +24 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2021 was Morgan Stanley, an estimated $14.1M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2021 was AssetMark Inc, an estimated $90.8M sold.
Based on aggregated 13F filings for Q4 2021.