I
iShares Residential and Multisector Real Estate
REZ • ARCA
iShares Residential and Multisector Real Estate is an exchange-traded fund on ARCA. As of Q3 2025, 158 institutional investors hold shares in this ETF, with total holdings valued at $392.2M. MORGAN STANLEY is the largest holder with a position valued at $41.8M.
Overview
Overview of institutional ownership in REZ as of Q3 2025
All Institutions
- Institutions
- 158
- Value Held
- $392.2M
- Shares Held
- 4.6M
- Avg Position
- $2.5M
- Median Position
- $493.7K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.0M
- Shares Held
- 23.3K
- Avg Position
- $988.7K
- Median Position
- $988.7K
Biggest Investors
Institutions with the largest positions in REZ as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $41.8M 0.00% of portfolio |
$39.9M 10.07% of portfolio | |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $21.3M 0.01% of portfolio |
 TOBIAS FINANCIAL ADVISORS, INC. RIA/Wealth | $15.4M 2.34% of portfolio |
 Aprio Wealth Management, LLC RIA/Wealth | $15.1M 1.50% of portfolio |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | $14.2M 0.34% of portfolio |
 Cornerstone Planning Group LLC RIA/Wealth | $14.1M 2.31% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $13.3M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $13.1M 0.00% of portfolio |
 VAN ECK ASSOCIATES CORP ETF Provider | $11.4M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for REZ in Q3 2025
- Traded
- +$8.8M
- Buyers
- 89
- Sellers
- 50
- Total Bought
- +$34.7M
- Total Sold
- −$25.9M
- Avg Position
- $2.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$8.0M +93.7K shares |
 BARD ASSOCIATES INC RIA/Wealth | +$6.0M +70.5K shares |
 Buckingham Strategic Partners RIA/Wealth | +$3.9M +46.1K shares |
VAN ECK ASSOCIATES CORP ETF Provider | +$2.0M +23.9K shares |
 JPMORGAN CHASE & CO Institution | +$1.2M +14.2K shares |
 INTEGRITY ALLIANCE, LLC. RIA/Wealth | +$1.2M +14.1K shares |
 Cetera Investment Advisers RIA/Wealth | +$897.4K +10.6K shares |
B Buck Wealth Strategies, LLC RIA/Wealth | +$848.0K +10.0K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$768.7K +9.0K shares |
A Advisor Group Holdings, Inc. Institution | +$736.4K +8.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Aprio Wealth Management, LLC RIA/Wealth | −$6.5M −76.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$3.6M −42.3K shares |
MORGAN STANLEY RIA/Wealth | −$3.2M −37.2K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$2.7M −31.7K shares |
 KFG WEALTH MANAGEMENT, LLC RIA/Wealth | −$1.5M −18.7K shares |
Q Quadrature Capital Ltd Institution | −$837.5K −10.2K shares |
 AE Wealth Management LLC RIA/Wealth | −$673.2K −7.9K shares |
 GOLDMAN SACHS GROUP INC Institution | −$603.8K −7.1K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$586.3K −6.9K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | −$491.4K −5.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited REZ in Q3 2025
- New Positions
- 7
- New Value
- $1.4M
- Exited Positions
- 11
- Exited Value
- $4.2M
New Positions
| Institution | Position Value |
|---|---|
B Buck Wealth Strategies, LLC RIA/Wealth | $848.0K 10.0K shares |
 Summit Financial, LLC RIA/Wealth | $291.0K 3.4K shares |
C CENTRAL TRUST & INVESTMENT CO Institution | $270.1K 3.2K shares |
 Sontag Advisory, LLC RIA/Wealth | $8.2K 97.0 shares |
 Strategic Advocates LLC RIA/Wealth | $5.2K 61.0 shares |
 Rossmore Private Capital RIA/Wealth | $4.8K 57.0 shares |
 Wealth Watch Advisors, INC RIA/Wealth | $935.0 11.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | $1.5M 18.7K shares |
Q Quadrature Capital Ltd Institution | $837.5K 10.2K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $473.9K 5.8K shares |
 NAPA WEALTH MANAGEMENT RIA/Wealth | $454.8K 5.5K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $242.3K 2.9K shares |
H HRT FINANCIAL LLC Institution | $227.6K 2.8K shares |
 Ausdal Financial Partners, Inc. RIA/Wealth | $209.6K 2.5K shares |
H Harvest Fund Management Co., Ltd Institution | $192.2K 2.3K shares |
 Sunbelt Securities, Inc. RIA/Wealth | $8.1K 100.0 shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $6.2K 75.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in REZ as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 1
- Put Value
- $220.9K
Call Positions
| Institution | Position Value |
|---|---|
J JANE STREET GROUP, LLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $220.9K 26.0 contracts |
Most Committed Institutions
Institutions with REZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
10.07% $39.9M | |
 Ascension Capital Advisors, Inc. RIA/Wealth | 3.14% $8.1M |
 AXS Investments LLC Institution | 2.68% $6.2M |
TOBIAS FINANCIAL ADVISORS, INC. RIA/Wealth | 2.34% $15.4M |
Cornerstone Planning Group LLC RIA/Wealth | 2.31% $14.1M |
 Kure Advisory, LLC RIA/Wealth | 2.09% $3.4M |
BARD ASSOCIATES INC RIA/Wealth | 1.77% $6.7M |
 CASTLE WEALTH MANAGEMENT LLC RIA/Wealth | 1.65% $4.9M |
 Plan Group Financial, LLC RIA/Wealth | 1.54% $5.7M |
Aprio Wealth Management, LLC RIA/Wealth | 1.50% $15.1M |
Hedge Fund Spotlight
Discover hedge funds investing in REZ
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares Residential and Multisector Real Estate
- Market Value
- $1.3M
- Shares Held
- 15.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2018-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
