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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
SRC
101
Shufro Rose & Co
New York
$259K
SIM
102
Seaview Investment Managers
Florida
$253K +$28.5K +343 +13%
ML
103
McAdam LLC
Pennsylvania
$243K -$5.66K -68 -2%
PWM
104
Prosperity Wealth Management
California
$243K +$11.7K +141 +5%
PCP
105
Proficio Capital Partners
Massachusetts
$227K
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$223K -$463K -5,567 -68%
RFN
107
RDA Financial Network
Iowa
$221K -$35.9K -432 -14%
CL
108
Choreo LLC
Illinois
$218K +$1.5K +18 +0.7%
PCFFS
109
Pacific Center for Financial Services
California
$209K
Creative Planning
110
Creative Planning
Kansas
$206K +$202K +2,425 New
LAIC
111
Lederer & Associates Investment Counsel
California
$202K
JC
112
JB Capital
Connecticut
$202K +$198K +2,377 New
SIS
113
Sound Income Strategies
Florida
$160K -$44.5K -535 -21%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$139K +$9.23K +111 +7%
Comerica Bank
115
Comerica Bank
Texas
$135K +$6.32K +76 +5%
DFA
116
DHJJ Financial Advisors
Illinois
$131K -$41.6K -500 -24%
HI
117
Harbour Investments
Wisconsin
$126K +$35.9K +431 +41%
SPIA
118
Steward Partners Investment Advisory
New York
$108K +$27.5K +330 +35%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$102K
ASN
120
Advisory Services Network
Georgia
$98.2K +$96.2K +1,156 New
HNB
121
Huntington National Bank
Ohio
$89.5K
MSG
122
Main Street Group
Virginia
$86.8K +$166 +2 +0.2%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$64.6K +$4.74K +57 +8%
MCM
124
MAI Capital Management
Ohio
$45.5K
BlackRock
125
BlackRock
New York
$42.8K -$2.65M -31,837 -98%

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.