REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Overview Fund Activity

156 hedge funds and large institutions have $370M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 24 closing their positions.

Holders
156
Holders Change
-8
Holders Change %
-4.88%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
20
Increased
59
Reduced
47
Closed
24
Calls
$255K
Puts
$321K
Net Calls
-$66K
Net Calls Change
-$489K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.6M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$24.1M
3
GI
3
GAMCO Investors
Connecticut
$4.16M
4
VanEck Associates
4
VanEck Associates
New York
$9.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.97M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$14.8M
2
MHS
2
M Holdings Securities
Oregon
$0
3
CIM
3
Cambria Investment Management
California
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
AWM
5
Aprio Wealth Management
Georgia
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
76
American Financial Advisors
Georgia
$554K 6,724 +16 +0.2%
RTC
77
Real Talk Capital
Tennessee
$548K 6,658 -437 -6%
BCI
78
Brinker Capital Investments
Pennsylvania
$534K 6,480 -423 -6%
CMP
79
Courage Miller Partners
Virginia
$526K 6,383 – –
Jones Financial Companies
80
Jones Financial Companies
Missouri
$476K 5,826 +914 +19%
KAS
81
Kestra Advisory Services
Texas
$474K 5,756 +3,057 +113%
CWM
82
Connecticut Wealth Management
Connecticut
$473K 5,750 – –
NWM
83
Napa Wealth Management
California
$455K 5,523 -47 -0.8%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$412K 5,000 – –
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$404K 4,912 +3 +0.1%
CAM
86
Cozad Asset Management
Illinois
$396K 4,808 – –
NWA
87
Navis Wealth Advisors
New York
$378K 4,587 +28 +0.6%
CP
88
Castleview Partners
Texas
$346K 4,201 +1,107 +36%
AWM
89
Axxcess Wealth Management
California
$340K 4,124 -6,392 -61%
RW
90
RVW Wealth
California
$325K 3,942 +118 +3%
VA
91
Valmark Advisers
Ohio
$322K 3,908 +20 +0.5%
TRCT
92
Tower Research Capital (TRC)
New York
$314K 3,814 -3,567 -48%
FWP
93
Family Wealth Partners
North Carolina
$313K 3,797 +3,797 New
BCM
94
Boltwood Capital Management
California
$296K 3,600 – –
DI
95
Disciplined Investments
Oklahoma
$295K 3,583 – –
BRWA
96
B. Riley Wealth Advisors
Florida
$290K 3,524 +3,524 New
P
97
&Partners
Tennessee
$284K 3,453 +4 +0.1%
ATI
98
ARK & TLK Investments
Oklahoma
$280K 3,397 – –
SRC
99
Shufro Rose & Co
New York
$259K 3,000 – –
RFN
100
RDA Financial Network
Iowa
$250K 3,035 +9 +0.3%
2 3
4
5 6