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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
LWMI
151
Legacy Wealth Management (Idaho)
Idaho
$1.75K – – –
AIM
152
Anchor Investment Management
South Carolina
$1.66K – – –
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$1.58K – – –
ATPW
154
Ashton Thomas Private Wealth
Arizona
$1.08K +$1.12K +13 New
JFG
155
JDM Financial Group
Texas
$1.02K – – –
PA
156
Parallel Advisors
California
$999 – – –
LI
157
LRI Investments
Florida
$582 – – –
Citadel Advisors
158
Citadel Advisors
Florida
– -$3.5M -42,364 Closed
Goldman Sachs
159
Goldman Sachs
New York
– -$1.25M -15,115 Closed
PF
160
Prosperitas Financial
California
– -$1.08M -13,023 Closed
SC
161
Savant Capital
Illinois
– -$971K -11,744 Closed
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
– -$729K -8,826 Closed
BCI
163
Brinker Capital Investments
Pennsylvania
– -$668K -8,086 Closed
TRCT
164
Tower Research Capital (TRC)
New York
– -$615K -7,437 Closed
TWP
165
Triad Wealth Partners
Kansas
– -$453K -5,476 Closed
HF
166
HRT Financial
New York
– -$431K -5,221 Closed
BRWA
167
B. Riley Wealth Advisors
Florida
– -$330K -3,996 Closed
AWM
168
Axxcess Wealth Management
California
– -$242K -2,932 Closed
TFA
169
Tobias Financial Advisors
Florida
– -$238K -2,884 Closed
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
– -$235K -2,838 Closed
PCP
171
Proficio Capital Partners
Massachusetts
– -$221K -2,670 Closed
CP
172
Castleview Partners
Texas
– -$219K -2,651 Closed
IWM
173
Inlight Wealth Management
Georgia
– -$16.5K -200 Closed
GWM
174
Greenline Wealth Management
Florida
– -$10.4K -126 Closed
CIA
175
Cape Investment Advisory
Georgia
– -$9.54K -115 Closed
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.