REZ institutional ownership changes in Q2 2026: 27 institutions opened or added positions, 20 trimmed or exited. REZ (ISHARES TR) is held by 51 institutional investors as of Q2 2026. Top institutional shareholders: Morgan Stanley ($47M), Northwestern Mutual Wealth Management Co. ($22.8M), Raymond James Financial Inc. ($15.8M). Institutions were buying, on balance.
Who's Trading
Source dates: Price Nov 6, 2026 · Insiders none · Activists none · Congress none
No recent insider, activist, or congressional trades for REZ.
Top Holders
| Action | ||||||
|---|---|---|---|---|---|---|
Increased | 496,441(+0.5%) | $47M | 0.0% | +19.95% | 29 | |
Increased | 240,874(+6.3%) | $22.8M | 0.0% | +25.37% | 30 | |
Increased | 167,046(+30.0%) | $15.8M | 0.0% | +9.14% | 36 | |
Increased | 161,436(+11.8%) | $15.3M | 0.0% | +26.29% | 31 | |
Decreased | 158,504(-1.2%) | $15M | 0.0% | +24.51% | 0 | |
Increased | 143,866(+0.9%) | $13.6M | 0.0% | +18.51% | 28 | |
Increased | 98,424(+1.3%) | $9.3M | 0.0% | +29.02% | 28 | |
Increased | 77,357(+17.0%) | $7.3M | 0.0% | +15.69% | 32 | |
Increased | 62,370(+0.7%) | $5.9M | 0.0% | +33.13% | 27 | |
Increased | 52,165(+12.6%) | $4.9M | 0.0% | +27.16% | 30 | |
Increased | 48,533(+2.3%) | $4.6M | 0.0% | +19.09% | 27 | |
Decreased | 44,699(-19.2%) | $4.3M | 0.0% | +12.30% | 0 | |
New | 40,712 | $3.9M | 0.0% | -1.62% | 37 | |
Decreased | 37,995(-0.6%) | $3.6M | 0.0% | +27.33% | 0 | |
Decreased | 34,367(-53.2%) | $3.3M | 0.0% | +18.55% | 0 | |
Decreased | 27,231(-0.8%) | $2.6M | 0.0% | +26.92% | 0 | |
Decreased | 25,366(-32.6%) | $2.4M | 0.0% | +12.96% | 0 | |
Decreased | 25,259(-16.6%) | $2.4M | 0.0% | +30.11% | 0 | |
Decreased | 25,095(-16.7%) | $2.4M | 0.0% | +24.93% | 0 | |
Increased | 24,150(+6627.0%) | $2.3M | 0.0% | -1.43% | 42 |
Showing 1-20 of 55
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EFAISHARES TRQuestions investors ask about REZ
Who owns REZ?
51 institutional investors held REZ on June 30, 2026, led by Morgan Stanley ($47M), Northwestern Mutual Wealth Management Co. ($22.8M) and Raymond James Financial Inc. ($15.8M).
How many hedge funds hold REZ?
51 institutional investors reported REZ in their 13F filings for the quarter ended June 30, 2026, $200.8M in all. 4 of them are rated Elite.
Are institutions buying or selling REZ?
Buying, on balance. In Q2 2026, 27 institutions opened or added to positions in REZ and 20 institutions trimmed or exited.
Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer