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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
Morgan Stanley
1
Morgan Stanley
New York
$41.8M -$3.1M -37,217 -7%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$39.9M -$473K -5,680 -1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$21.3M -$3.52M -42,333 -14%
TFA
4
Tobias Financial Advisors
Florida
$15.4M +$144K +1,729 +1%
AWM
5
Aprio Wealth Management
Georgia
$15.1M -$6.33M -76,047 -30%
ECM
6
Evergreen Capital Management
Washington
$14.2M +$447K +5,377 +3%
CPG
7
Cornerstone Planning Group
New Jersey
$14.1M +$379K +4,551 +3%
Ameriprise
8
Ameriprise
Minnesota
$13.3M +$178K +2,136 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.1M +$541K +6,503 +4%
VanEck Associates
10
VanEck Associates
New York
$11.4M +$1.99M +23,895 +22%
Osaic Holdings
11
Osaic Holdings
Arizona
$11M +$723K +8,690 +7%
Raymond James Financial
12
Raymond James Financial
Florida
$10.1M +$7.8M +93,745 +379%
LPL Financial
13
LPL Financial
California
$10M -$112K -1,345 -1%
ACA
14
Ascension Capital Advisors
Texas
$8.06M +$7.65K +92 +0.1%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$6.86M +$3.84M +46,114 +129%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.84M -$417K -5,009 -6%
BA
17
Bard Associates
Illinois
$6.65M +$5.86M +70,474 +904%
AI
18
AXS Investments
New York
$6.16M +$349K +4,199 +6%
PGF
19
Plan Group Financial
Oklahoma
$5.72M +$105K +1,266 +2%
Bank of America
20
Bank of America
North Carolina
$5.63M -$574K -6,900 -9%
MML Investors Services
21
MML Investors Services
Massachusetts
$5.21M -$481K -5,783 -9%
CWM
22
Castle Wealth Management
Florida
$4.88M +$138K +1,663 +3%
SFG
23
Sovereign Financial Group
Connecticut
$4.48M +$296K +3,553 +7%
FWM
24
Fonville Wealth Management
Virginia
$4.4M +$51K +613 +1%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$4.09M +$879K +10,561 +28%

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.