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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

158 hedge funds and large institutions have $371M 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, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-6
Holders Change %
-3.66%
% of All Funds
2.12%
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
48
Closed
24
Calls
$255K
Puts
$321K
Net Calls
-$66K
Net Calls Change
-$489K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.5M
3
GI
GAMCO Investors
Connecticut
+$4.16M
4
VanEck Associates
VanEck Associates
New York
+$2.29M
5
Goldman Sachs
Goldman Sachs
New York
+$1.97M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
-$11M
2
MHS
M Holdings Securities
Oregon
-$9.6M
3
CIM
Cambria Investment Management
California
-$8.69M
4
CAM
Cresset Asset Management
Illinois
-$7.9M
5
AWM
Aprio Wealth Management
Georgia
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$3.34M -$1.93M -23,442 -37%
KA
27
Kure Advisory
Minnesota
$3.17M +$290K +3,528 +10%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.09M +$251K +3,053 +9%
FPAS
29
Focus Partners Advisor Solutions
Missouri
$2.95M +$285K +3,456 +11%
UBS Group
30
UBS Group
Switzerland
$2.79M -$115K -1,397 -4%
BlackRock
31
BlackRock
New York
$2.66M – – –
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$2.63M +$32.7K +397 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.58M -$103K -1,247 -4%
AFG
34
Arkansas Financial Group
Arkansas
$2.58M +$200K +2,424 +8%
PCIG
35
Partners Capital Investment Group
Massachusetts
$2.39M -$2.39M -28,990 -50%
MHFA
36
Mission Hills Financial Advisory
California
$2.1M -$75.6K -918 -3%
CA
37
Continuum Advisory
Idaho
$2.09M +$28.7K +348 +1%
Raymond James Financial
38
Raymond James Financial
Florida
$2.04M +$133K +1,611 +7%
PF
39
Prosperitas Financial
California
$2.01M +$17.2K +209 +0.9%
Goldman Sachs
40
Goldman Sachs
New York
$1.97M +$1.97M +23,941 New
PSF
41
Pacific Sun Financial
California
$1.96M -$47.3K -575 -2%
HPA
42
High Probability Advisors
New York
$1.89M +$2.96K +36 +0.2%
CM
43
Cornerstone Management
Georgia
$1.63M – – –
BMCM
44
Burns Matteson Capital Management
New York
$1.56M +$8.98K +109 +0.6%
KWM
45
KFG Wealth Management
Indiana
$1.54M -$379K -4,601 -20%
AFS
46
Anderson Financial Strategies
Ohio
$1.48M -$11.4K -139 -0.8%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.27M -$48K -583 -4%
AWM
48
AE Wealth Management
Kansas
$1.21M -$73.6K -894 -6%
HHRDM
49
H&H Retirement Design & Management
Nevada
$1.2M +$78.5K +943 +7%
GRP
50
Global Retirement Partners
California
$1.17M +$1.17M +14,264 New
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