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
MSG
126
Main Street Group
Virginia
$59.4K
MA
127
Montag & Associates
Georgia
$56.3K
AssetMark Inc
128
AssetMark Inc
California
$49.4K
BTI
129
Blue Trust Inc
Georgia
$48.5K
GSWM
130
Golden State Wealth Management
California
$47.5K
MCM
131
MAI Capital Management
Ohio
$46.2K
SPIA
132
Steward Partners Investment Advisory
New York
$42.9K
SWM
133
Spire Wealth Management
Virginia
$35.1K
FC
134
Fairscale Capital
New Hampshire
$29.3K
PS
135
Principal Securities
Iowa
$27.5K
GJIA
136
Glass Jacobson Investment Advisors
Maryland
$26.6K
WTC
137
WhitTier Trust Company
Nevada
$24.8K
HCM
138
Hollencrest Capital Management
California
$22.7K
PWA
139
Physician Wealth Advisors
Utah
$20.5K
AF
140
Allworth Financial
California
$20.5K
GWM
141
Geneos Wealth Management
Colorado
$17.3K
IWM
142
Inlight Wealth Management
Georgia
$17.3K
Barclays
143
Barclays
United Kingdom
$17K
KFI
144
Key Financial Inc
Pennsylvania
$14.4K
AP
145
Advisors Preferred
Maryland
$13.1K
CIA
146
Cape Investment Advisory
Georgia
$9.75K
AG
147
AmeriFlex Group
Nevada
$9.55K
ME
148
McIlrath & Eck
Washington
$7.25K
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$5.03K
IRC
150
Investors Research Corp
Georgia
$4.84K