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iShares Residential and Multisector Real Estate ETF
REZ

156 hedge funds and large institutions have $408M invested in iShares Residential and Multisector Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $387M → $408M (+$20.8M)

1.75% more ownership

Funds ownership: 49.63% → 51.39% (+1.8%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

4% less funds holding

Funds holding: 162 → 156 (-6)

Holders
156
Holders Change
-6
Holders Change %
-3.7%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
20
Increased
53
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$8.64M
2
ECM
Evergreen Capital Management
Washington
+$3.21M
3
Wells Fargo
Wells Fargo
California
+$3.04M
4
SF
Summit Financial
New Jersey
+$2.75M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.64M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.65M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.5M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$1.66M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.39M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
126
Fairscale Capital
New Hampshire
$28.2K – – –
MS
127
Monetary Solutions
Ohio
$26.2K – – –
WTC
128
WhitTier Trust Company
Nevada
$24.3K – – –
AP
129
Advisors Preferred
Maryland
$24.2K +$25K +291 New
SWP
130
Strategic Wealth Partners
Ohio
$22.4K – – –
HCM
131
Hollencrest Capital Management
California
$21.9K – – –
AF
132
Allworth Financial
California
$20.6K – – –
KFAS
133
Keating Financial Advisory Services
Kansas
$20K – – –
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$19.6K -$86 -1 -0.4%
PUI
135
Purpose Unlimited Inc
$17.4K +$18K +209 New
TWC
136
TD Waterhouse Canada
Ontario, Canada
$12.6K +$12.9K +150 New
Russell Investments Group
137
Russell Investments Group
United Kingdom
$12.5K +$11.3K +131 +689%
RF
138
Robinswood Financial
Washington
$9.76K – – –
CA
139
CoreCap Advisors
Michigan
$8.4K +$8.68K +101 New
GWM
140
Geneos Wealth Management
Colorado
$8.32K – – –
MG
141
Mather Group
Illinois
$7.91K +$8.16K +95 New
ME
142
McIlrath & Eck
Washington
$7.14K – – –
SA
143
Strategic Advocates
Utah
$5.08K – – –
RIA
144
Realta Investment Advisors
Delaware
$5.08K +$1.12K +13 +27%
IRC
145
Investors Research Corp
Georgia
$4.74K – – –
AG
146
AmeriFlex Group
Nevada
$4.66K – – –
IA
147
IFP Advisors
Florida
$4.66K – – –
DF
148
Dunhill Financial
United Kingdom
$3.08K – – –
AssetMark Inc
149
AssetMark Inc
California
$2.83K -$687 -8 -19%
CPBTD
150
Central Pacific Bank - Trust Division
Hawaii
$2.41K – – –
4 5
6
7 8

REZ Hedge Fund Activity: Q1 2026 in Review

156 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2026, worth a combined $408M — up 5.4% from $387M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new REZ positions and 19 closed out — a net gain of 1 holder — while 53 added to existing stakes and 36 trimmed.

The largest buyer was VanEck Associates, adding an estimated $8.64M. The largest seller was Osaic Holdings, cutting an estimated $3.65M.

  • 156 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2026, down from 162 in Q4 2025.
  • Funds reported $408M of iShares Residential and Multisector Real Estate ETF stock for Q1 2026, up 5.4% quarter-over-quarter.
  • 20 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2026 and 19 closed out, a net change of +1 holder.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2026 was VanEck Associates, an estimated $8.64M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2026 was Osaic Holdings, an estimated $3.65M sold.

Based on aggregated 13F filings for Q1 2026.