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iShares Residential and Multisector Real Estate ETF

160 hedge funds and large institutions have $393M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 40

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4% more capital invested

Capital invested by funds: $377M → $393M (+$15.9M)

0.83% more ownership

Funds ownership: 47.66%48.49% (+0.83%)

1% more funds holding

Funds holding: 159160 (+1)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $221K

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
73
Reduced
40
Closed
12
Calls
Puts
$221K
Net Calls
-$221K
Net Calls Change
-$155K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
GAMCO Investors
Connecticut
$3.96M -$323K -3,881 -8%
Wells Fargo
27
Wells Fargo
California
$3.47M +$28K +336 +0.8%
Mariner
28
Mariner
Kansas
$3.45M -$346K -4,163 -9%
KA
29
Kure Advisory
Minnesota
$3.39M +$114K +1,371 +4%
PA
30
Procyon Advisors
Connecticut
$3.35M -$219K -2,636 -6%
UBS Group
31
UBS Group
Switzerland
$2.86M -$10.4K -125 -0.4%
AFG
32
Arkansas Financial Group
Arkansas
$2.79M +$171K +2,059 +7%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.79M +$122K +1,470 +5%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$2.66M -$46.6K -560 -2%
PCIG
35
Partners Capital Investment Group
Massachusetts
$2.46M
CA
36
Continuum Advisory
Idaho
$2.24M +$75.6K +909 +4%
MHFA
37
Mission Hills Financial Advisory
California
$2.17M +$8.49K +102 +0.4%
PF
38
Prosperitas Financial
California
$2.12M +$46.9K +564 +2%
PSF
39
Pacific Sun Financial
California
$2.03M +$2.16K +26 +0.1%
BMCM
40
Burns Matteson Capital Management
New York
$1.97M +$359K +4,316 +23%
HPA
41
High Probability Advisors
New York
$1.95M +$2.66K +32 +0.1%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.71M +$720K +8,658 +75%
CM
43
Cornerstone Management
Georgia
$1.69M +$1.41K +17 +0.1%
AFS
44
Anderson Financial Strategies
Ohio
$1.68M +$149K +1,791 +10%
LIM
45
Leavell Investment Management
Alabama
$1.48M +$416K +4,996 +40%
Goldman Sachs
46
Goldman Sachs
New York
$1.43M -$591K -7,106 -30%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.42M +$1.18M +14,217 +570%
CI
48
CX Institutional
Indiana
$1.33M +$640K +7,697 +96%
Citadel Advisors
49
Citadel Advisors
Florida
$1.33M -$2.63M -31,651 -67%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.32M +$11K +132 +0.9%

REZ Hedge Fund Activity: Q3 2025 in Review

160 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q3 2025, worth a combined $393M — up 4.2% from $377M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new REZ positions and 12 closed out — a net gain of 4 holders — while 73 added to existing stakes and 40 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $7.8M. The largest seller was Aprio Wealth Management, cutting an estimated $6.33M.

  • 160 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q3 2025, up from 159 in Q2 2025.
  • Funds reported $393M of iShares Residential and Multisector Real Estate ETF stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 16 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q3 2025 and 12 closed out, a net change of +4 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q3 2025 was Raymond James Financial, an estimated $7.8M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q3 2025 was Aprio Wealth Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q3 2025.