iShares Residential and Multisector Real Estate ETF
REZ
148 hedge funds and large institutions have $467M invested in iShares Residential and Multisector Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 47 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 43
3.65% more ownership
Funds ownership: 47.75% → 51.4% (+3.6%)
15% less funds holding
Funds holding: 175 → 148 (-27)
24% less capital invested
Capital invested by funds: $616M → $467M (-$150M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
55% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 47
65% less call options, than puts
Call options by funds: $728K | Put options by funds: $2.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$93.7M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$7.49M |
| 3 |
Goldman Sachs
New York
|
+$6.6M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$5.94M |
| 5 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$78.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.13M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.78M |
REZ Hedge Fund Activity: Q2 2022 in Review
148 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2022, worth a combined $467M — down 24% from $616M a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of REZ and 21 opened new positions — a net loss of 26 holders — while 43 trimmed existing stakes and 55 added.
The largest buyer was JP Morgan Chase, adding an estimated $93.7M. The largest seller was AssetMark Inc, cutting an estimated $78.6M.
- 148 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2022, down from 175 in Q1 2022.
- Funds reported $467M of iShares Residential and Multisector Real Estate ETF stock for Q2 2022, down 24% quarter-over-quarter.
- 21 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2022 and 47 closed out, a net change of -26 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $93.7M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2022 was AssetMark Inc, an estimated $78.6M sold.
Based on aggregated 13F filings for Q2 2022.