iShares Residential and Multisector Real Estate ETF
REZ
153 hedge funds and large institutions have $643M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 11 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
182% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 11
107% more capital invested
Capital invested by funds: $310M → $643M (+$333M)
42% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 36
20% more call options, than puts
Call options by funds: $595K | Put options by funds: $497K
14% more funds holding
Funds holding: 134 → 153 (+19)
1.26% less ownership
Funds ownership: 60.46% → 59.2% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$215M |
| 2 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$21.6M |
| 3 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
+$12.3M |
| 4 |
CCM
Consolidated Capital Management
Burbank,
California
|
+$9.1M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$8.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$91.9M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$35.1M |
| 3 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$2.53M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$2.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.04M |
REZ Hedge Fund Activity: Q3 2024 in Review
153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q3 2024, worth a combined $643M — up 107% from $310M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new REZ positions and 11 closed out — a net gain of 20 holders — while 51 added to existing stakes and 36 trimmed.
The largest buyer was Menora Mivtachim Holdings, adding an estimated $215M. The largest seller was Strategic Financial Concepts, cutting an estimated $91.9M.
- 153 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q3 2024, up from 134 in Q2 2024.
- Funds reported $643M of iShares Residential and Multisector Real Estate ETF stock for Q3 2024, up 107% quarter-over-quarter.
- 31 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q3 2024 and 11 closed out, a net change of +20 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q3 2024 was Menora Mivtachim Holdings, an estimated $215M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $91.9M sold.
Based on aggregated 13F filings for Q3 2024.