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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
MMH
76
Menora Mivtachim Holdings
Israel
$360K – – –
PGFC
77
Peapack-Gladstone Financial Corp
New Jersey
$360K – – –
AWS
78
Atria Wealth Solutions
New York
$349K +$1.13K +16 +0.3%
CAM
79
Cozad Asset Management
Illinois
$340K – – –
AAS
80
Avantax Advisory Services
Texas
$335K -$5.71K -81 -2%
Millennium Management
81
Millennium Management
New York
$334K +$327K +4,633 New
ML
82
McAdam LLC
Pennsylvania
$308K -$167K -2,372 -36%
MOS
83
MGO One Seven
Ohio
$301K – – –
KAS
84
Kestra Advisory Services
Texas
$292K -$20.3K -288 -7%
VA
85
Valmark Advisers
Ohio
$285K +$17.1K +242 +7%
Creative Planning
86
Creative Planning
Kansas
$285K +$77.1K +1,094 +38%
SIS
87
Sound Income Strategies
Florida
$271K -$22.2K -315 -8%
BCM
88
Boltwood Capital Management
California
$259K – – –
DI
89
Disciplined Investments
Oklahoma
$258K – – –
BA
90
Bard Associates
Illinois
$249K – – –
ATI
91
ARK & TLK Investments
Oklahoma
$245K – – –
RFN
92
RDA Financial Network
Iowa
$226K +$423 +6 +0.2%
AAS
93
Ameritas Advisory Services
Nebraska
$223K +$7.62K +108 +4%
BWCS
94
Beirne Wealth Consulting Services
Connecticut
$223K +$987 +14 +0.5%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$222K +$987 +14 +0.5%
SPC
96
Sigma Planning Corp
Michigan
$216K -$64.3K -912 -23%
SRC
97
Shufro Rose & Co
New York
$216K +$212K +3,000 New
PCFFS
98
Pacific Center for Financial Services
California
$177K – – –
DWS
99
Dynamic Wealth Strategies
California
$163K -$63K -894 -28%
JP Morgan Chase
100
JP Morgan Chase
New York
$153K -$13K -185 -8%
2 3
4
5 6

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.