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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
SA
51
Sincerus Advisory
New York
$1.28M +$85.9K +1,032 +7%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$1.27M +$97.8K +1,176 +9%
IA
53
Integrity Alliance
Iowa
$1.2M +$1.17M +14,084 New
HHRDM
54
H&H Retirement Design & Management
Nevada
$1.19M -$12.3K -148 -1%
MWML
55
M Wealth Management LLC
California
$1.18M +$19.7K +237 +2%
CFD
56
Creative Financial Designs
Indiana
$1.16M +$104K +1,252 +10%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$1.1M +$21.5K +258 +2%
SFC
58
Strategic Financial Concepts
Texas
$1.07M -$84.4K -1,014 -7%
CAAS
59
Capital Asset Advisory Services
Michigan
$959K -$58.5K -703 -6%
Brown Advisory
60
Brown Advisory
Maryland
$956K
KCM
61
Kendall Capital Management
Maryland
$920K +$12.1K +146 +1%
CWM
62
Comprehensive Wealth Management
Washington
$919K +$243K +2,922 +37%
BWS
63
Buck Wealth Strategies
Colorado
$848K +$830K +9,980 New
GRP
64
Global Retirement Partners
California
$789K -$414K -4,975 -35%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$769K +$753K +9,046 New
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$751K +$135K +1,621 +22%
MMH
67
Menora Mivtachim Holdings
Israel
$722K
HighTower Advisors
68
HighTower Advisors
Illinois
$661K -$20.5K -246 -3%
EAM
69
Everstar Asset Management
North Carolina
$649K +$14.8K +178 +2%
RTC
70
Real Talk Capital
Tennessee
$644K +$77K +926 +14%
SWM
71
SeaCrest Wealth Management
New York
$626K +$6.74K +81 +1%
DWS
72
Dynamic Wealth Strategies
California
$618K +$369K +4,440 +157%
IFA
73
Interactive Financial Advisors
Illinois
$614K -$50.9K -612 -8%
BWG
74
Beta Wealth Group
California
$614K +$14.9K +179 +3%
BCI
75
Brinker Capital Investments
Pennsylvania
$610K +$58.6K +704 +11%

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.