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iShares Residential and Multisector Real Estate ETF

157 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, 72 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 158157 (-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
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$221K
Net Calls
Net Calls Change

Top Buyers

1 +$7.97M
2 +$5.99M
3 +$3.87M
4
VanEck Associates
VanEck Associates
New York
+$2.03M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.21M

Top Sellers

1 -$6.46M
2 -$3.6M
3 -$3.16M
4
BlackRock
BlackRock
New York
-$2.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.8M
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$39.9M
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$21.3M
TFA
4
Tobias Financial Advisors
Florida
$15.4M
AWM
5
Aprio Wealth Management
Georgia
$15.1M
ECM
6
Evergreen Capital Management
Washington
$14.2M
CPG
7
Cornerstone Planning Group
New Jersey
$14.1M
Ameriprise
8
Ameriprise
Minnesota
$13.3M
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.1M
VanEck Associates
10
VanEck Associates
New York
$11.4M
Osaic Holdings
11
Osaic Holdings
Arizona
$11M
Raymond James Financial
12
Raymond James Financial
Florida
$10.1M
LPL Financial
13
LPL Financial
California
$10M
ACA
14
Ascension Capital Advisors
Texas
$8.06M
FPAS
15
Focus Partners Advisor Solutions
Missouri
$6.86M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.84M
BA
17
Bard Associates
Illinois
$6.65M
AI
18
AXS Investments
New York
$6.16M
PGF
19
Plan Group Financial
Oklahoma
$5.72M
Bank of America
20
Bank of America
North Carolina
$5.63M
MML Investors Services
21
MML Investors Services
Massachusetts
$5.21M
CWM
22
Castle Wealth Management
Florida
$4.88M
SFG
23
Sovereign Financial Group
Connecticut
$4.48M
FWM
24
Fonville Wealth Management
Virginia
$4.4M
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$4.09M