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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
IRC
126
Investors Research Corp
Georgia
$3.68K – – –
FHA
127
First Horizon Advisors
Tennessee
$3.6K – – –
Comerica Bank
128
Comerica Bank
Texas
$3.17K – – –
Simplex Trading
129
Simplex Trading
Illinois
$3K +$3.67K +52 New
NA
130
NewEdge Advisors
Louisiana
$2.88K -$126K -1,788 -98%
CT
131
Colonial Trust
South Carolina
$2.21K -$2.12K -30 -49%
IGWM
132
ICA Group Wealth Management
Colorado
$2.16K – – –
CPBTD
133
Central Pacific Bank - Trust Division
Hawaii
$2.06K +$2.04K +29 New
FFA
134
Founders Financial Alliance
North Carolina
$1.08K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1K -$221K -3,138 -100%
HGERS
136
Householder Group Estate & Retirement Specialist
Arizona
$865 – – –
CSC
137
Caldwell Sutter Capital
California
$793 – – –
AWM
138
Abound Wealth Management
Tennessee
$580 +$564 +8 New
LI
139
LRI Investments
Florida
$504 +$494 +7 New
AFAS
140
Acorn Financial Advisory Services
Virginia
– -$2.18M -30,184 Closed
MIH
141
Meitav Investment House
Israel
– -$525K -7,143 Closed
LA
142
LexAurum Advisors
Kansas
– -$299K -4,063 Closed
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
– -$250K -3,396 Closed
DI
144
DAGCO Inc
Ohio
– -$232K -3,158 Closed
GCP
145
GSA Capital Partners
United Kingdom
– -$210K -2,861 Closed
EWA
146
EP Wealth Advisors
California
– -$110K -1,490 Closed
ASN
147
Advisory Services Network
Georgia
– -$62.5K -850 Closed
SXL
148
Summit X LLC
Missouri
– -$272K -698 Closed
NFA
149
Northwest Financial Advisors
Virginia
– -$11.9K -162 Closed
AssetMark Inc
150
AssetMark Inc
California
– -$11.1K -151 Closed
3 4 5
6
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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.