iShares Residential and Multisector Real Estate ETF
REZ
137 hedge funds and large institutions have $366M invested in iShares Residential and Multisector Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 21 closing their positions.
16% more capital invested
Capital invested by funds: $315M → $366M (+$50.2M)
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
0.36% more ownership
Funds ownership: 54.84% → 55.2% (+0.36%)
0% more funds holding
Funds holding: 137 → 137 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 48
71% less call options, than puts
Call options by funds: $346K | Put options by funds: $1.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$6.07M |
| 2 |
Goldman Sachs
New York
|
+$3.66M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.9M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$2.26M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.36M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.68M |
| 3 |
TCA
Taconic Capital Advisors
New York
|
-$1.19M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.06M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.01M |
REZ Hedge Fund Activity: Q4 2023 in Review
137 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2023, worth a combined $366M — up 16% from $315M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new REZ positions and 21 closed out — a net gain of 2 holders — while 45 added to existing stakes and 48 trimmed.
The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $6.07M. The largest seller was Morgan Stanley, cutting an estimated $2.36M.
- 137 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $366M of iShares Residential and Multisector Real Estate ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 23 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2023 and 21 closed out, a net change of +2 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2023 was Evergreen Capital Management, an estimated $6.07M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2023 was Morgan Stanley, an estimated $2.36M sold.
Based on aggregated 13F filings for Q4 2023.