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iShares Residential and Multisector Real Estate ETF
REZ

139 hedge funds and large institutions have $333M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 137 → 139 (+2)

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.18% less ownership

Funds ownership: 59.28% → 53.1% (-6.2%)

15% less capital invested

Capital invested by funds: $392M → $333M (-$59.2M)

96% less call options, than puts

Call options by funds: $36K | Put options by funds: $987K

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
45
Reduced
42
Closed
13
Calls
$36K
Puts
$987K
Net Calls
-$951K
Net Calls Change
-$123K

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$2.36M
2
SAG
SageView Advisory Group
California
+$2.28M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$1.86M
4
CAAS
Capital Asset Advisory Services
Michigan
+$1.63M
5
AWM
Axxcess Wealth Management
California
+$1.52M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$29M
2
Morgan Stanley
Morgan Stanley
New York
-$25.9M
3
AFAS
Acorn Financial Advisory Services
Virginia
-$2.18M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$2.04M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$2.88M +$22.4K +318 +0.8%
FWM
27
Fonville Wealth Management
Virginia
$2.55M +$197K +2,793 +9%
KA
28
Kure Advisory
Minnesota
$2.43M +$134K +1,894 +6%
VanEck Associates
29
VanEck Associates
New York
$2.42M +$2.36M +33,536 New
SFG
30
Sovereign Financial Group
Connecticut
$2.37M +$200K +2,833 +9%
BlackRock
31
BlackRock
New York
$2.33M – – –
PCIG
32
Partners Capital Investment Group
Massachusetts
$2.09M -$2.04M -28,990 -50%
LSAG
33
Lake Street Advisors Group
New Hampshire
$2.09M – – –
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$1.93M +$711K +10,077 +61%
FPAS
35
Focus Partners Advisor Solutions
Missouri
$1.91M +$1.86M +26,434 New
HPA
36
High Probability Advisors
New York
$1.85M +$1.69K +24 +0.1%
BFM
37
Boston Financial Management
Massachusetts
$1.85M – – –
PSF
38
Pacific Sun Financial
California
$1.85M -$13.4K -190 -0.7%
CA
39
Continuum Advisory
Idaho
$1.79M +$111K +1,573 +7%
AFG
40
Arkansas Financial Group
Arkansas
$1.62M +$16.4K +233 +1%
RJA
41
Raymond James & Associates
Florida
$1.58M -$1.59M -22,499 -51%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.55M -$591K -8,383 -28%
Citadel Advisors
43
Citadel Advisors
Florida
$1.54M -$1.81M -25,646 -55%
CI
44
CX Institutional
Indiana
$1.47M +$599K +8,495 +71%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.45M -$100K -1,421 -7%
CM
46
Cornerstone Management
Georgia
$1.44M – – –
TC
47
TAP Consulting
Missouri
$1.44M +$23.5K +333 +2%
AWM
48
AE Wealth Management
Kansas
$1.24M -$35.8K -508 -3%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.21M +$926K +13,129 +358%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.04M -$9.38K -133 -0.9%
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REZ Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2024, worth a combined $333M — down 15% from $392M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new REZ positions and 13 closed out — a net gain of 3 holders — while 45 added to existing stakes and 42 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $2.36M. The largest seller was Ameriprise, cutting an estimated $29M.

  • 139 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2024, up from 137 in Q4 2023.
  • Funds reported $333M of iShares Residential and Multisector Real Estate ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 16 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2024 and 13 closed out, a net change of +3 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2024 was VanEck Associates, an estimated $2.36M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2024 was Ameriprise, an estimated $29M sold.

Based on aggregated 13F filings for Q1 2024.