iShares Residential and Multisector Real Estate ETF
REZ
134 hedge funds and large institutions have $310M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 13 closing their positions.
125% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $593K
7% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 139 → 134 (-5)
5.72% less ownership
Funds ownership: 53.1% → 47.38% (-5.7%)
7% less capital invested
Capital invested by funds: $333M → $310M (-$22.8M)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$2.26M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$2.12M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.9M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.85M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$27.5M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$7.03M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$5.31M |
| 4 |
Morgan Stanley
New York
|
-$3.55M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.36M |
REZ Hedge Fund Activity: Q2 2024 in Review
134 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2024, worth a combined $310M — down 6.9% from $333M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of REZ and 10 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 47 added.
The largest buyer was VanEck Associates, adding an estimated $2.26M. The largest seller was Capital Asset Advisory Services, cutting an estimated $27.5M.
- 134 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2024, down from 139 in Q1 2024.
- Funds reported $310M of iShares Residential and Multisector Real Estate ETF stock for Q2 2024, down 6.9% quarter-over-quarter.
- 10 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2024 and 13 closed out, a net change of -3 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2024 was VanEck Associates, an estimated $2.26M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2024 was Capital Asset Advisory Services, an estimated $27.5M sold.
Based on aggregated 13F filings for Q2 2024.