iShares Residential and Multisector Real Estate ETF
REZ
169 hedge funds and large institutions have $437M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 27 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
83% more call options, than puts
Call options by funds: $933K | Put options by funds: $510K
10% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 52
5% less funds holding
Funds holding: 178 → 169 (-9)
7.25% less ownership
Funds ownership: 58.22% → 50.97% (-7.3%)
11% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 27
82% less capital inflows, than outflows
Capital inflows: $47.4M | Capital outflows: $261M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AXS Investments
Port Chester,
New York
|
+$8.93M |
| 2 |
Morgan Stanley
New York
|
+$6.46M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.6M |
| 4 |
Partners Capital Investment Group
Boston,
Massachusetts
|
+$2.42M |
| 5 |
Fortis Group Advisors
Westwood,
New Jersey
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$106M |
| 2 |
AssetMark Inc
Concord,
California
|
-$89.2M |
| 3 |
CCM
Consolidated Capital Management
Burbank,
California
|
-$8.64M |
| 4 |
Goldman Sachs
New York
|
-$7.75M |
| 5 |
LPL Financial
San Diego,
California
|
-$6.92M |
REZ Hedge Fund Activity: Q1 2025 in Review
169 of the 7,484 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q1 2025, worth a combined $437M — down 30% from $625M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of REZ and 24 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 57 added.
The largest buyer was AXS Investments, opening a new position worth an estimated $8.93M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $106M.
- 169 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q1 2025, down from 178 in Q4 2024.
- Funds reported $437M of iShares Residential and Multisector Real Estate ETF stock for Q1 2025, down 30% quarter-over-quarter.
- 24 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q1 2025 and 27 closed out, a net change of -3 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q1 2025 was AXS Investments, an estimated $8.93M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q1 2025 was Menora Mivtachim Holdings, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2025.