REZ icon

iShares Residential and Multisector Real Estate ETF

164 hedge funds and large institutions have $428M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

7.46% less ownership

Funds ownership: 57.34%49.88% (-7.5%)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

31% less capital invested

Capital invested by funds: $616M → $428M (-$188M)

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$933K
Puts
$510K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATI
101
ARK & TLK Investments
Oklahoma
$294K
AAS
102
Ameritas Advisory Services
Nebraska
$275K
BWCS
103
Beirne Wealth Consulting Services
Connecticut
$273K
MOS
104
MGO One Seven
Ohio
$270K
CP
105
Castleview Partners
Texas
$267K
CL
106
Choreo LLC
Illinois
$262K
RFN
107
RDA Financial Network
Iowa
$262K
SRC
108
Shufro Rose & Co
New York
$259K
ML
109
McAdam LLC
Pennsylvania
$254K
SIM
110
Seaview Investment Managers
Florida
$250K
SIS
111
Sound Income Strategies
Florida
$246K
KAS
112
Kestra Advisory Services
Texas
$233K
PCP
113
Proficio Capital Partners
Massachusetts
$231K
PWM
114
Prosperity Wealth Management
California
$224K
PCFFS
115
Pacific Center for Financial Services
California
$212K
DWS
116
Dynamic Wealth Strategies
California
$210K
LPFG
117
Landing Point Financial Group
Ohio
$208K
OC
118
Oppenheimer & Co
New York
$206K
LAIC
119
Lederer & Associates Investment Counsel
California
$205K
HI
120
Harbour Investments
Wisconsin
$189K
DFA
121
DHJJ Financial Advisors
Illinois
$177K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$162K
Comerica Bank
123
Comerica Bank
Texas
$135K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$104K
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$66.9K