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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
GSWM
126
Golden State Wealth Management
California
$31K
FC
127
Fairscale Capital
New Hampshire
$28.8K
Simplex Trading
128
Simplex Trading
Illinois
$27K +$8.98K +108 +50%
PS
129
Principal Securities
Iowa
$25.2K +$11.1K +134 +83%
WTC
130
WhitTier Trust Company
Nevada
$24.2K
SWP
131
Strategic Wealth Partners
Ohio
$22.8K +$83 +1 +0.4%
HCM
132
Hollencrest Capital Management
California
$22.3K
AP
133
Advisors Preferred
Maryland
$21.6K +$21.1K +254 New
AF
134
Allworth Financial
California
$21.1K
PWA
135
Physician Wealth Advisors
Utah
$20.4K +$83 +1 +0.4%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$20.1K
IWM
137
Inlight Wealth Management
Georgia
$17K
William Blair & Company
138
William Blair & Company
Illinois
$12.8K -$2.41K -29 -16%
SWM
139
Spire Wealth Management
Virginia
$11.5K
RF
140
Robinswood Financial
Washington
$9.96K
AG
141
AmeriFlex Group
Nevada
$9.52K +$83 +1 +0.9%
AssetMark Inc
142
AssetMark Inc
California
$9.01K -$499 -6 -5%
GWM
143
Geneos Wealth Management
Colorado
$8.5K
WANY
144
Wealthspire Advisors (New York)
New York
$8.24K +$8.07K +97 New
ME
145
McIlrath & Eck
Washington
$7.21K +$83 +1 +1%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$5.61K
SA
147
Strategic Advocates
Utah
$5.18K +$5.08K +61 New
IRC
148
Investors Research Corp
Georgia
$4.84K +$83 +1 +2%
RPC
149
Rossmore Private Capital
Connecticut
$4.84K +$4.74K +57 New
IA
150
IFP Advisors
Florida
$4.76K +$1.66K +20 +56%

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.