REZ

Ishars Res And Multi Reales

+$20.0M

Net Activity

Institutions Holding

155

Popularity Rank

#3505

Avg Weight

0.28%

Total Value

$405.6M

Ownership Trend

155 institutions currently hold REZ, with 71 net buyers and 55 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

55

Net Buying Institutions

71

Key Holders

Key Holders

Top 5 by Value

FP
Franklin, Parlapiano, Turner & Welch, LLC
$42.2M
MS
Morgan Stanley
$41.1M
EC
Evergreen Capital Management LLC
$22.2M
VE
Van Eck Associates CORP
$20.0M
NM
Northwestern Mutual Wealth Management Co
$18.9M

Top 5 by Conviction

FP
Franklin, Parlapiano, Turner & Welch, LLC
10.05%
AC
Ascension Capital Advisors, Inc.
3.13%
BA
Bard Associates INC
3.05%
CP
Cornerstone Planning Group LLC
2.41%
KA
Kure Advisory, LLC
2.07%
View all 155 holding institutions

Quarterly Activity

Recent Activity

+$285.3M

Total Buy Value

$136.1M

Total Sell Value

New buy18
Trim36
Add53
Sold out19

71

Net Buyers

55

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARS RES AND MULTI REALES (REZ)?
Major stakeholders currently include Franklin, Parlapiano, Turner & Welch, LLC ($42.2M), Morgan Stanley ($41.1M), Evergreen Capital Management LLC ($22.2M). Based on the latest 13F filings, there are a total of 155 tracked investment funds and institutions maintaining positions in REZ.
What is the overall institutional sentiment toward REZ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $20.0M, driven by 71 managers accumulating shares while 55 reduced their exposure.
Which institutions have been selling or reducing their REZ positions?
In the latest period, 36 funds trimmed their holdings, and 19 managers completely exited their positions. The aggregate reported sell value was $136.1M.
Are there any notable investors adding REZ to their portfolios?
Yes, buying activity remains notable. 18 institutions opened new positions in {ticker}, and 53 existing holders added to their shares. The total reported buy value for the quarter amounted to $285.3M.

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