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iShares Residential and Multisector Real Estate ETF
REZ

139 hedge funds and large institutions have $333M invested in iShares Residential and Multisector Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 137 → 139 (+2)

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.18% less ownership

Funds ownership: 59.28% → 53.1% (-6.2%)

15% less capital invested

Capital invested by funds: $392M → $333M (-$59.2M)

96% less call options, than puts

Call options by funds: $36K | Put options by funds: $987K

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
45
Reduced
42
Closed
13
Calls
$36K
Puts
$987K
Net Calls
-$951K
Net Calls Change
-$123K

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$2.36M
2
SAG
SageView Advisory Group
California
+$2.28M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$1.86M
4
CAAS
Capital Asset Advisory Services
Michigan
+$1.63M
5
AWM
Axxcess Wealth Management
California
+$1.52M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$29M
2
Morgan Stanley
Morgan Stanley
New York
-$25.9M
3
AFAS
Acorn Financial Advisory Services
Virginia
-$2.18M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$2.04M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$33.1M +$1.13M +15,972 +4%
AWM
2
Axxcess Wealth Management
California
$32.6M +$1.52M +21,607 +5%
CAAS
3
Capital Asset Advisory Services
Michigan
$32.6M +$1.63M +23,150 +5%
Morgan Stanley
4
Morgan Stanley
New York
$26.1M -$25.9M -366,800 -50%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$13.2M +$1.16M +16,482 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.3M -$498K -7,057 -4%
Ameriprise
7
Ameriprise
Minnesota
$10.9M -$29M -411,324 -73%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.5M -$661K -9,377 -6%
PA
9
Procyon Advisors
Connecticut
$10M +$672K +9,526 +7%
CPG
10
Cornerstone Planning Group
New Jersey
$8.62M +$880K +12,484 +12%
ECM
11
Evergreen Capital Management
Washington
$7.45M +$927K +13,154 +15%
MHS
12
M Holdings Securities
Oregon
$7.03M +$437K +6,197 +7%
CAM
13
Cresset Asset Management
Illinois
$5.92M +$153K +2,170 +3%
MML Investors Services
14
MML Investors Services
Massachusetts
$5.62M -$113K -1,601 -2%
ACA
15
Ascension Capital Advisors
Texas
$5.38M +$228K +3,239 +5%
SAG
16
SageView Advisory Group
California
$5.31M +$2.28M +32,329 New
LPL Financial
17
LPL Financial
California
$5.17M -$551K -7,809 -10%
Bank of America
18
Bank of America
North Carolina
$4.95M -$787K -11,157 -14%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.92M -$1.85M -26,209 -28%
UBS Group
20
UBS Group
Switzerland
$4.39M +$21.3K +302 +0.5%
KTA
21
Keeley-Teton Advisors
Illinois
$4.39M -$23.9K -339 -0.6%
Wells Fargo
22
Wells Fargo
California
$3.72M -$1.84M -26,152 -34%
CWM
23
Castle Wealth Management
Florida
$3.37M +$841K +11,929 +34%
Goldman Sachs
24
Goldman Sachs
New York
$3.32M -$1.19M -16,912 -27%
PGF
25
Plan Group Financial
Oklahoma
$3.17M +$441K +6,260 +17%
1
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REZ Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2024, worth a combined $333M — down 15% from $392M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new REZ positions and 13 closed out — a net gain of 3 holders — while 45 added to existing stakes and 42 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $2.36M. The largest seller was Ameriprise, cutting an estimated $29M.

  • 139 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2024, up from 137 in Q4 2023.
  • Funds reported $333M of iShares Residential and Multisector Real Estate ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 16 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2024 and 13 closed out, a net change of +3 holders.
  • The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2024 was VanEck Associates, an estimated $2.36M added.
  • The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2024 was Ameriprise, an estimated $29M sold.

Based on aggregated 13F filings for Q1 2024.