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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
DFA
101
DHJJ Financial Advisors
Illinois
$145K – – –
William Blair & Company
102
William Blair & Company
Illinois
$100K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$98.9K -$282K -4,004 -74%
CP
104
Castleview Partners
Texas
$93.2K +$91.2K +1,293 New
TRCT
105
Tower Research Capital (TRC)
New York
$74.9K -$21.9K -310 -23%
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$57.6K +$3.03K +43 +6%
MSG
107
Main Street Group
Virginia
$48.7K +$3.6K +51 +8%
SPIA
108
Steward Partners Investment Advisory
New York
$34.6K – – –
AF
109
Allworth Financial
California
$28.6K – – –
GJIA
110
Glass Jacobson Investment Advisors
Maryland
$22.3K +$71 +1 +0.3%
WTC
111
WhitTier Trust Company
Nevada
$20.7K – – –
HCM
112
Hollencrest Capital Management
California
$19K – – –
HI
113
Harbour Investments
Wisconsin
$16.7K – – –
GWM
114
Geneos Wealth Management
Colorado
$16.2K -$4.09K -58 -20%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$14.6K -$8.53K -121 -37%
SWM
116
Spire Wealth Management
Virginia
$10.6K – – –
GIA
117
GHP Investment Advisors
Colorado
$9.08K – – –
PS
118
Principal Securities
Iowa
$8.36K – – –
TSWM
119
Tyler-Stone Wealth Management
Ohio
$8.14K – – –
CIA
120
Cape Investment Advisory
Georgia
$7.95K – – –
AWM
121
Avior Wealth Management
Nebraska
$7.7K – – –
SS
122
Sunbelt Securities
Texas
$7.21K – – –
ME
123
McIlrath & Eck
Washington
$5.91K – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$5.41K – – –
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$4.69K +$4.65K +66 New
3 4
5
6 7

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.