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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

164 hedge funds and large institutions have $428M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-11
Holders Change %
-6.29%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
22
Increased
56
Reduced
51
Closed
26
Calls
$933K
Puts
$510K
Net Calls
+$423K
Net Calls Change
+$107K

Top Buyers

1
AI
AXS Investments
New York
+$9.25M
2
Morgan Stanley
Morgan Stanley
New York
+$6.69M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.73M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$2.51M
5
FGA
Fortis Group Advisors
New Jersey
+$2.45M

Top Sellers

1
MMH
Menora Mivtachim Holdings
Israel
-$109M
2
AssetMark Inc
AssetMark Inc
California
-$92.4M
3
CCM
Consolidated Capital Management
California
-$8.64M
4
Goldman Sachs
Goldman Sachs
New York
-$7.75M
5
LPL Financial
LPL Financial
California
-$7.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
Sovereign Financial Group
Connecticut
$4.16M +$399K +4,617 +11%
PA
27
Procyon Advisors
Connecticut
$3.92M -$950K -10,996 -20%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.9M -$2.51M -29,070 -39%
Mariner
29
Mariner
Kansas
$3.6M +$103K +1,191 +3%
UBS Group
30
UBS Group
Switzerland
$3.04M -$1.36M -15,695 -31%
KA
31
Kure Advisory
Minnesota
$3.02M +$3.02M +34,987 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.98M -$130K -1,503 -4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.82M +$256K +2,965 +10%
BlackRock
34
BlackRock
New York
$2.79M – – –
FPAS
35
Focus Partners Advisor Solutions
Missouri
$2.79M +$554K +6,409 +25%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$2.72M -$20.2K -234 -0.7%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.62M +$1.91M +22,138 +270%
FGA
38
Fortis Group Advisors
New Jersey
$2.45M +$2.45M +28,354 New
MHFA
39
Mission Hills Financial Advisory
California
$2.28M -$50.7K -587 -2%
AFG
40
Arkansas Financial Group
Arkansas
$2.27M -$56K -712 -2%
Citadel Advisors
41
Citadel Advisors
Florida
$2.21M -$651K -7,528 -23%
CA
42
Continuum Advisory
Idaho
$2.17M +$78.6K +909 +4%
PSF
43
Pacific Sun Financial
California
$2.11M -$63.8K -738 -3%
PF
44
Prosperitas Financial
California
$2.09M +$344K +3,981 +20%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.04M +$1.58M +18,333 +347%
KWM
46
KFG Wealth Management
Indiana
$2.01M -$883K -10,212 -30%
Raymond James Financial
47
Raymond James Financial
Florida
$2M -$64.2K -743 -3%
HPA
48
High Probability Advisors
New York
$1.98M +$357K +4,129 +22%
QC
49
Quadrature Capital
United Kingdom
$1.95M -$2.55M -29,549 -57%
CM
50
Cornerstone Management
Georgia
$1.71M +$691 +8 +0%
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