iShares Residential and Multisector Real Estate ETF
REZ
175 hedge funds and large institutions have $616M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 17 closing their positions.
216% more call options, than puts
Call options by funds: $462K | Put options by funds: $146K
147% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 17
36% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 42
14% more funds holding
Funds holding: 153 → 175 (+22)
4% less capital invested
Capital invested by funds: $643M → $616M (-$27.1M)
1.86% less ownership
Funds ownership: 59.2% → 57.34% (-1.9%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$91.7M |
| 2 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$25.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.86M |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$9.18M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$112M |
| 2 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
-$12.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.79M |
| 4 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$5.04M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.1M |
REZ Hedge Fund Activity: Q4 2024 in Review
175 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q4 2024, worth a combined $616M — down 4.2% from $643M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new REZ positions and 17 closed out — a net gain of 25 holders — while 57 added to existing stakes and 42 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $91.7M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $112M.
- 175 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q4 2024, up from 153 in Q3 2024.
- Funds reported $616M of iShares Residential and Multisector Real Estate ETF stock for Q4 2024, down 4.2% quarter-over-quarter.
- 42 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q4 2024 and 17 closed out, a net change of +25 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q4 2024 was AssetMark Inc, an estimated $91.7M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q4 2024 was Menora Mivtachim Holdings, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2024.