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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
DF
151
Dunhill Financial
United Kingdom
$3.14K
CPBTD
152
Central Pacific Bank - Trust Division
Hawaii
$2.46K
LWMI
153
Legacy Wealth Management (Idaho)
Idaho
$1.78K
AIM
154
Anchor Investment Management
South Carolina
$1.7K
Russell Investments Group
155
Russell Investments Group
United Kingdom
$1.65K +$166 +2 +12%
RIA
156
Realta Investment Advisors
Delaware
$1.61K +$1.58K +19 New
JFG
157
JDM Financial Group
Texas
$1.03K
PA
158
Parallel Advisors
California
$1.02K
WWA
159
Wealth Watch Advisors
Colorado
$935 +$915 +11 New
LI
160
LRI Investments
Florida
$595
KWM
161
KFG Wealth Management
Indiana
-$1.54M -18,695 Closed
QC
162
Quadrature Capital
United Kingdom
-$837K -10,176 Closed
KAS
163
Kestra Advisory Services
Texas
-$474K -5,756 Closed
NWM
164
Napa Wealth Management
California
-$455K -5,523 Closed
AAS
165
Ameritas Advisory Services
Nebraska
-$242K -2,943 Closed
HF
166
HRT Financial
New York
-$227K -2,764 Closed
AFP
167
Ausdal Financial Partners
Iowa
-$210K -2,545 Closed
HFM
168
Harvest Fund Management
China
-$192K -2,334 Closed
CIA
169
Cape Investment Advisory
Georgia
-$9.35K -114 Closed
SS
170
Sunbelt Securities
Texas
-$8.1K -100 Closed
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
-$6.18K -75 Closed
BA
172
Bellwether Advisors
Nebraska
-$2.55K -31 Closed
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
-$1.17K -14 -74%

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.