iShares Residential and Multisector Real Estate ETF
REZ
160 hedge funds and large institutions have $385M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 47 reducing their positions, and 24 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 47
2.23% less ownership
Funds ownership: 50.85% → 48.62% (-2.2%)
4% less funds holding
Funds holding: 167 → 160 (-7)
12% less capital invested
Capital invested by funds: $436M → $385M (-$51.7M)
21% less call options, than puts
Call options by funds: $255K | Put options by funds: $321K
21% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 24
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.01M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.5M |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$4.16M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.35M |
| 5 |
VanEck Associates
New York
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$11M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$9.6M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$8.69M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$7.9M |
| 5 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$3.86M |
REZ Hedge Fund Activity: Q2 2025 in Review
160 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares Residential and Multisector Real Estate ETF (REZ) for Q2 2025, worth a combined $385M — down 12% from $436M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of REZ and 19 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 61 added.
The largest buyer was Morgan Stanley, adding an estimated $5.01M. The largest seller was Tobias Financial Advisors, cutting an estimated $11M.
- 160 institutional investors held iShares Residential and Multisector Real Estate ETF (REZ) as of Q2 2025, down from 167 in Q1 2025.
- Funds reported $385M of iShares Residential and Multisector Real Estate ETF stock for Q2 2025, down 12% quarter-over-quarter.
- 19 funds opened new iShares Residential and Multisector Real Estate ETF positions in Q2 2025 and 24 closed out, a net change of -5 holders.
- The largest iShares Residential and Multisector Real Estate ETF buyer in Q2 2025 was Morgan Stanley, an estimated $5.01M added.
- The largest iShares Residential and Multisector Real Estate ETF seller in Q2 2025 was Tobias Financial Advisors, an estimated $11M sold.
Based on aggregated 13F filings for Q2 2025.