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
NA
151
NewEdge Advisors
Louisiana
$3.46K
BA
152
Bellwether Advisors
Nebraska
$2.68K
CWM
153
Copia Wealth Management
Oregon
$2.68K
CPBTD
154
Central Pacific Bank - Trust Division
Hawaii
$2.51K
PPA
155
Painted Porch Advisors
California
$2.48K
LWMI
156
Legacy Wealth Management (Idaho)
Idaho
$1.81K
AIM
157
Anchor Investment Management
South Carolina
$1.73K
Russell Investments Group
158
Russell Investments Group
United Kingdom
$1.47K
FFA
159
Founders Financial Alliance
North Carolina
$1.3K
S
160
SignatureFD
Georgia
$1.3K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$1K
CSC
162
Caldwell Sutter Capital
California
$951
LI
163
LRI Investments
Florida
$605
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$86
CCM
165
Consolidated Capital Management
California
Goldman Sachs
166
Goldman Sachs
New York
ACP
167
Aveo Capital Partners
Colorado
CAG
168
Csenge Advisory Group
Florida
AG
169
Ascent Group
Virginia
BCM
170
Beaumont Capital Management
Massachusetts
SSA
171
Schonfeld Strategic Advisors
New York
HIM
172
Hanlon Investment Management
New Jersey
ASN
173
Advisory Services Network
Georgia
KNW
174
Kesler Norman & Wride
Utah
PG
175
Prostatis Group
Maryland