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iShares Residential and Multisector Real Estate ETF
REZ

159 hedge funds and large institutions have $377M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

2.22% less ownership

Funds ownership: 49.88% → 47.66% (-2.2%)

4% less funds holding

Funds holding: 165 → 159 (-6)

12% less capital invested

Capital invested by funds: $428M → $377M (-$51M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

21% less call options, than puts

Call options by funds: $255K | Put options by funds: $321K

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
159
Holders Change
-6
Holders Change %
-3.64%
% 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
60
Reduced
47
Closed
24
Calls
$255K
Puts
$321K
Net Calls
-$66K
Net Calls Change
-$489K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.01M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.5M
3
GI
GAMCO Investors
Connecticut
+$4.16M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.35M
5
VanEck Associates
VanEck Associates
New York
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
TFA
Tobias Financial Advisors
Florida
-$11M
2
MHS
M Holdings Securities
Oregon
-$9.6M
3
CIM
Cambria Investment Management
California
-$8.69M
4
CAM
Cresset Asset Management
Illinois
-$7.9M
5
AWM
Aprio Wealth Management
Georgia
-$3.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
76
American Financial Advisors
Georgia
$554K +$1.32K +16 +0.2%
RTC
77
Real Talk Capital
Tennessee
$548K -$36K -437 -6%
BCI
78
Brinker Capital Investments
Pennsylvania
$534K -$34.9K -423 -6%
CMP
79
Courage Miller Partners
Virginia
$526K – – –
Jones Financial Companies
80
Jones Financial Companies
Missouri
$476K +$75.3K +914 +19%
KAS
81
Kestra Advisory Services
Texas
$474K +$252K +3,057 +113%
CWM
82
Connecticut Wealth Management
Connecticut
$473K – – –
NWM
83
Napa Wealth Management
California
$455K -$3.87K -47 -0.8%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$412K – – –
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$404K +$247 +3 +0.1%
CAM
86
Cozad Asset Management
Illinois
$396K – – –
NWA
87
Navis Wealth Advisors
New York
$378K +$2.31K +28 +0.6%
CP
88
Castleview Partners
Texas
$346K +$91.2K +1,107 +36%
AWM
89
Axxcess Wealth Management
California
$340K -$527K -6,392 -61%
RW
90
RVW Wealth
California
$325K +$9.72K +118 +3%
VA
91
Valmark Advisers
Ohio
$322K +$1.65K +20 +0.5%
TRCT
92
Tower Research Capital (TRC)
New York
$314K -$294K -3,567 -48%
FWP
93
Family Wealth Partners
North Carolina
$313K +$313K +3,797 New
BCM
94
Boltwood Capital Management
California
$296K – – –
DI
95
Disciplined Investments
Oklahoma
$295K – – –
BRWA
96
B. Riley Wealth Advisors
Florida
$290K +$290K +3,524 New
P
97
&Partners
Tennessee
$284K +$330 +4 +0.1%
ATI
98
ARK & TLK Investments
Oklahoma
$280K – – –
SRC
99
Shufro Rose & Co
New York
$259K – – –
RFN
100
RDA Financial Network
Iowa
$250K +$742 +9 +0.3%
2 3
4
5 6

REZ Hedge Fund Activity: Q2 2025 in Review

159 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2025, worth a combined $377M — down 12% from $428M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of REZ and 20 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 60 added.

The largest buyer was Morgan Stanley, adding an estimated $5.01M. The largest seller was Tobias Financial Advisors, cutting an estimated $11M.

  • 159 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2025, down from 165 in Q1 2025.
  • Funds reported $377M of iShares Residential and Multisector Real Estate ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 20 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2025 and 24 closed out, a net change of -4 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2025 was Morgan Stanley, an estimated $5.01M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2025 was Tobias Financial Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2025.