iShares Residential and Multisector Real Estate ETF
REZ
140 hedge funds and large institutions have $315M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 15 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 41
10% more capital invested
Capital invested by funds: $288M → $315M (+$27.4M)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
1% more funds holding
Funds holding: 139 → 140 (+1)
2.36% less ownership
Funds ownership: 50.74% → 48.38% (-2.4%)
42% less call options, than puts
Call options by funds: $352K | Put options by funds: $602K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$3.18M |
| 2 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$2.91M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.56M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.93M |
| 2 |
AC
Avestar Capital
New York
|
-$2.63M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$2.59M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.61M |
| 5 |
Goldman Sachs
New York
|
-$1.53M |
REZ Hedge Fund Activity: Q2 2023 in Review
140 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2023, worth a combined $315M — up 9.5% from $288M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new REZ positions and 15 closed out — a net gain of 1 holder — while 51 added to existing stakes and 41 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $3.18M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $2.93M.
- 140 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2023, up from 139 in Q1 2023.
- Funds reported $315M of iShares Residential and Multisector Real Estate ETF stock for Q2 2023, up 9.5% quarter-over-quarter.
- 16 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2023 and 15 closed out, a net change of +1 holder.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2023 was Cresset Asset Management, an estimated $3.18M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2023 was B. Riley Wealth Advisors, an estimated $2.93M sold.
Based on aggregated 13F filings for Q2 2023.