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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

156 hedge funds and large institutions have $370M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 24 closing their positions.

Holders
156
Holders Change
-8
Holders Change %
-4.88%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
20
Increased
59
Reduced
47
Closed
24
Calls
$255K
Puts
$321K
Net Calls
-$66K
Net Calls Change
-$489K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.6M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$24.1M
3
GI
3
GAMCO Investors
Connecticut
$4.16M
4
VanEck Associates
4
VanEck Associates
New York
$9.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.97M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$14.8M
2
MHS
2
M Holdings Securities
Oregon
$0
3
CIM
3
Cambria Investment Management
California
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
AWM
5
Aprio Wealth Management
Georgia
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.6M 529,067 +60,743 +13%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$39.1M 474,807 +3,003 +0.6%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.1M 293,202 +54,607 +23%
AWM
4
Aprio Wealth Management
Georgia
$20.9M 253,861 -46,892 -16%
TFA
5
Tobias Financial Advisors
Florida
$14.8M 179,376 -133,051 -43%
CPG
6
Cornerstone Planning Group
New Jersey
$13.9M 167,757 +16,337 +11%
ECM
7
Evergreen Capital Management
Washington
$13.4M 162,276 +12,677 +8%
Ameriprise
8
Ameriprise
Minnesota
$12.7M 154,487 -6,024 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.1M 147,266 -4,797 -3%
LPL Financial
10
LPL Financial
California
$9.8M 119,020 +21,104 +22%
VanEck Associates
11
VanEck Associates
New York
$9.1M 110,453 +27,791 +34%
ACA
12
Ascension Capital Advisors
Texas
$7.8M 94,756 +557 +0.6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.04M 85,460 +1,499 +2%
Bank of America
14
Bank of America
North Carolina
$6.02M 73,113 +15,602 +27%
AI
15
AXS Investments
New York
$5.62M 68,290 -38,737 -36%
MML Investors Services
16
MML Investors Services
Massachusetts
$5.52M 67,076 +21,931 +49%
PGF
17
Plan Group Financial
Oklahoma
$5.44M 66,102 -4,062 -6%
CWM
18
Castle Wealth Management
Florida
$4.59M 55,730 +2,765 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.41M 54,355 -38,805 -42%
FWM
20
Fonville Wealth Management
Virginia
$4.21M 51,136 +1,152 +2%
GI
21
GAMCO Investors
Connecticut
$4.16M 50,468 +50,468 New
SFG
22
Sovereign Financial Group
Connecticut
$4.05M 49,216 +1,066 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$3.89M 47,286 +21,744 +85%
Mariner
24
Mariner
Kansas
$3.69M 44,769 +3,150 +8%
PA
25
Procyon Advisors
Connecticut
$3.47M 42,083 -3,258 -7%
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