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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 %
IA
51
Integrity Alliance
Iowa
$1.67M +$1.67M +19,286 New
BMCM
52
Burns Matteson Capital Management
New York
$1.62M +$95.4K +1,104 +6%
CAAS
53
Capital Asset Advisory Services
Michigan
$1.59M -$2.17M -25,093 -58%
AFS
54
Anderson Financial Strategies
Ohio
$1.57M +$37K +428 +2%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.38M -$1.44M -16,698 -51%
AWM
56
AE Wealth Management
Kansas
$1.35M -$74.2K -859 -5%
CI
57
CX Institutional
Indiana
$1.28M +$141K +1,630 +12%
SA
58
Sincerus Advisory
New York
$1.22M +$47.2K +546 +4%
SFC
59
Strategic Financial Concepts
Texas
$1.19M +$63.1K +730 +6%
MWML
60
M Wealth Management LLC
California
$1.17M -$50.7K -587 -4%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$1.15M -$131K -1,511 -10%
Jane Street
62
Jane Street
New York
$1.15M +$328K +3,796 +40%
HHRDM
63
H&H Retirement Design & Management
Nevada
$1.09M -$9.21K -114 -0.8%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.08M +$1.08M +12,536 New
AWS
65
Atria Wealth Solutions
New York
$1.03M -$685K -7,930 -40%
Brown Advisory
66
Brown Advisory
Maryland
$1.01M +$5.1K +59 +0.5%
AWM
67
Axxcess Wealth Management
California
$909K -$2.62M -30,352 -74%
CFD
68
Creative Financial Designs
Indiana
$902K +$62.7K +725 +7%
KCM
69
Kendall Capital Management
Maryland
$889K +$85.1K +985 +11%
MMH
70
Menora Mivtachim Holdings
Israel
$735K -$109M -1,265,724 -99%
Stifel Financial
71
Stifel Financial
Missouri
$732K +$732K +8,474 New
Marshall Wace
72
Marshall Wace
United Kingdom
$684K +$684K +7,919 New
IFA
73
Interactive Financial Advisors
Illinois
$666K -$34.5K -399 -5%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$648K +$60K +694 +10%
BA
75
Bard Associates
Illinois
$639K +$16.2K +188 +3%
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