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iShares Residential and Multisector Real Estate ETF
REZ

153 hedge funds and large institutions have $643M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

107% more capital invested

Capital invested by funds: $310M → $643M (+$333M)

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

20% more call options, than puts

Call options by funds: $595K | Put options by funds: $497K

14% more funds holding

Funds holding: 134 → 153 (+19)

1.26% less ownership

Funds ownership: 60.46% → 59.2% (-1.3%)

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
31
Increased
51
Reduced
36
Closed
11
Calls
$595K
Puts
$497K
Net Calls
+$98K
Net Calls Change
-$641K

Top Buyers

Rank Fund Capital Flow
1
MMH
Menora Mivtachim Holdings
Israel
+$215M
2
AWM
Aprio Wealth Management
Georgia
+$21.6M
3
CJH
Christopher J. Hasenberg
Wisconsin
+$12.3M
4
CCM
Consolidated Capital Management
California
+$9.1M
5
CIM
Cambria Investment Management
California
+$8.68M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$91.9M
2
AWM
Axxcess Wealth Management
California
-$35.1M
3
CAAS
Capital Asset Advisory Services
Michigan
-$2.53M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$2.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
26
Capital Asset Advisory Services
Michigan
$4.75M -$2.53M -30,216 -35%
Mariner
27
Mariner
Kansas
$4.74M +$1.14M +13,624 +34%
CWM
28
Castle Wealth Management
Florida
$4.67M +$194K +2,318 +5%
Osaic Holdings
29
Osaic Holdings
Arizona
$4.44M +$597K +7,129 +17%
PGF
30
Plan Group Financial
Oklahoma
$4.4M +$208K +2,485 +5%
AWM
31
Axxcess Wealth Management
California
$4.38M -$35.1M -419,970 -89%
FWM
32
Fonville Wealth Management
Virginia
$3.97M +$312K +3,726 +9%
SFG
33
Sovereign Financial Group
Connecticut
$3.85M +$324K +3,871 +10%
KWM
34
KFG Wealth Management
Indiana
$3.58M +$3.37M +40,263 New
KA
35
Kure Advisory
Minnesota
$3.12M +$4.85K +58 +0.2%
BlackRock
36
BlackRock
New York
$2.87M – – –
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$2.83M +$2.66M +31,822 New
Citadel Advisors
38
Citadel Advisors
Florida
$2.47M +$2.15M +25,744 +1,259%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$2.47M +$56.8K +679 +3%
AFG
40
Arkansas Financial Group
Arkansas
$2.42M +$289K +3,456 +15%
HPA
41
High Probability Advisors
New York
$2.29M +$2.59K +31 +0.1%
BFM
42
Boston Financial Management
Massachusetts
$2.28M – – –
PSF
43
Pacific Sun Financial
California
$2.24M -$3.35K -40 -0.2%
CA
44
Continuum Advisory
Idaho
$2.06M -$29K -346 -1%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$2.03M -$2.5M -29,890 -57%
MHFA
46
Mission Hills Financial Advisory
California
$2.02M +$1.95M +23,361 New
AAS
47
Avantax Advisory Services
Texas
$1.85M +$630K +7,531 +57%
Goldman Sachs
48
Goldman Sachs
New York
$1.82M +$40.5K +484 +2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.82M +$68K +812 +4%
CM
50
Cornerstone Management
Georgia
$1.75M -$21.6K -258 -1%
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REZ Hedge Fund Activity: Q3 2024 in Review

153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q3 2024, worth a combined $643M — up 107% from $310M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new REZ positions and 11 closed out — a net gain of 20 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was Menora Mivtachim Holdings, adding an estimated $215M. The largest seller was Strategic Financial Concepts, cutting an estimated $91.9M.

  • 153 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q3 2024, up from 134 in Q2 2024.
  • Funds reported $643M of iShares Residential and Multisector Real Estate ETF stock for Q3 2024, up 107% quarter-over-quarter.
  • 31 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q3 2024 and 11 closed out, a net change of +20 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q3 2024 was Menora Mivtachim Holdings, an estimated $215M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $91.9M sold.

Based on aggregated 13F filings for Q3 2024.