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iShares Residential and Multisector Real Estate ETF

156 hedge funds and large institutions have $408M invested in iShares Residential and Multisector Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $387M → $408M (+$20.8M)

1.75% more ownership

Funds ownership: 49.63%51.39% (+1.8%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

4% less funds holding

Funds holding: 162156 (-6)

Holders
156
Holders Change
-6
Holders Change %
-3.7%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
20
Increased
53
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$42.2M +$335K +3,903 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$41.1M -$1.31M -15,205 -3%
ECM
3
Evergreen Capital Management
Washington
$22.2M +$3.21M +37,390 +16%
VanEck Associates
4
VanEck Associates
New York
$20M +$8.64M +100,547 +72%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$18.9M +$859K +10,003 +5%
CPG
6
Cornerstone Planning Group
New Jersey
$18.1M +$2.25M +26,185 +15%
AWM
7
Aprio Wealth Management
Georgia
$17.2M +$1.83M +21,251 +11%
Ameriprise
8
Ameriprise
Minnesota
$13.3M +$101K +1,170 +0.7%
BA
9
Bard Associates
Illinois
$12.2M +$5.84K +68 +0%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12M -$1.39M -16,237 -10%
LPL Financial
11
LPL Financial
California
$11.9M -$172K -1,999 -1%
Raymond James Financial
12
Raymond James Financial
Florida
$10.7M +$970K +11,295 +10%
ACA
13
Ascension Capital Advisors
Texas
$9.96M +$1.26M +14,660 +14%
Bank of America
14
Bank of America
North Carolina
$8.08M +$508K +5,912 +6%
Wells Fargo
15
Wells Fargo
California
$6.11M +$3.04M +35,438 +93%
Two Sigma Investments
16
Two Sigma Investments
New York
$6.04M -$707K -8,233 -10%
SFG
17
Sovereign Financial Group
Connecticut
$5.72M +$1.07M +12,423 +22%
PGF
18
Plan Group Financial
Oklahoma
$5.7M +$138K +1,605 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.5M -$3.65M -42,437 -39%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.15M +$1.33M +15,489 +33%
CWM
21
Castle Wealth Management
Florida
$5.04M +$297K +3,457 +6%
FWM
22
Fonville Wealth Management
Virginia
$4.7M +$134K +1,562 +3%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.56M +$2.64M +30,697 +125%
AI
24
AXS Investments
New York
$3.98M -$29.3K -341 -0.7%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.95M +$120K +1,399 +3%