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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
AWM
76
AE Wealth Management
Kansas
$579K -$659K -7,924 -54%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$563K +$72.7K +874 +15%
CMP
78
Courage Miller Partners
Virginia
$542K -$749 -9 -0.1%
AFA
79
American Financial Advisors
Georgia
$520K -$49.8K -599 -9%
CP
80
Castleview Partners
Texas
$495K +$136K +1,630 +39%
FWP
81
Family Wealth Partners
North Carolina
$492K +$166K +1,992 +52%
CWM
82
Connecticut Wealth Management
Connecticut
$489K
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$472K +$45.8K +550 +11%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$409K -$8.32K -100 -2%
NWA
85
Navis Wealth Advisors
New York
$392K +$2.25K +27 +0.6%
CAM
86
Cozad Asset Management
Illinois
$367K -$40.8K -490 -10%
KNW
87
Kesler Norman & Wride
Utah
$363K +$373K +4,479 New
VA
88
Valmark Advisers
Ohio
$321K -$10.6K -127 -3%
TRCT
89
Tower Research Capital (TRC)
New York
$316K -$8.32K -100 -3%
RW
90
RVW Wealth
California
$314K -$20.3K -244 -6%
BCM
91
Boltwood Capital Management
California
$306K
DI
92
Disciplined Investments
Oklahoma
$304K
BRWA
93
B. Riley Wealth Advisors
Florida
$296K -$3.16K -38 -1%
P
94
&Partners
Tennessee
$294K +$250 +3 +0.1%
SF
95
Summit Financial
New Jersey
$291K +$285K +3,425 New
AWM
96
Axxcess Wealth Management
California
$291K -$58.4K -702 -17%
ATI
97
ARK & TLK Investments
Oklahoma
$289K
FFN
98
Focus Financial Network
Minnesota
$289K +$283K +3,396 New
CTC
99
Central Trust Company
Missouri
$270K +$264K +3,179 New
PAS
100
Park Avenue Securities
New York
$263K +$31.9K +384 +14%

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.