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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 %
SA
51
Sincerus Advisory
New York
$1.17M -$7.78K -93 -0.7%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$1.13M +$34.3K +417 +3%
MWML
53
M Wealth Management LLC
California
$1.13M +$14.2K +173 +1%
SFC
54
Strategic Financial Concepts
Texas
$1.12M -$14.2K -173 -1%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.04M +$10K +122 +1%
CFD
56
Creative Financial Designs
Indiana
$1.03M +$166K +2,017 +19%
LIM
57
Leavell Investment Management
Alabama
$1.02M +$502K +6,097 +97%
CAAS
58
Capital Asset Advisory Services
Michigan
$989K -$527K -6,391 -35%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$945K -$1,000K -12,140 -51%
Brown Advisory
60
Brown Advisory
Maryland
$926K -$33.7K -409 -4%
KCM
61
Kendall Capital Management
Maryland
$880K +$32.4K +393 +4%
QC
62
Quadrature Capital
United Kingdom
$837K -$1.02M -12,396 -55%
AAS
63
Avantax Advisory Services
Texas
$767K +$264K +3,210 +53%
MMH
64
Menora Mivtachim Holdings
Israel
$700K – – –
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$675K +$57.6K +700 +9%
HighTower Advisors
66
HighTower Advisors
Illinois
$661K -$1.84M -22,313 -74%
CI
67
CX Institutional
Indiana
$660K -$559K -6,791 -46%
CWM
68
Comprehensive Wealth Management
Washington
$650K +$650K +7,899 New
IFA
69
Interactive Financial Advisors
Illinois
$646K +$10.6K +129 +2%
BA
70
Bard Associates
Illinois
$642K +$33K +401 +5%
SWM
71
SeaCrest Wealth Management
New York
$617K +$12.3K +149 +2%
EAM
72
Everstar Asset Management
North Carolina
$614K +$614K +7,458 New
AWS
73
Atria Wealth Solutions
New York
$595K -$390K -4,701 -40%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$595K +$71.5K +868 +14%
BWG
75
Beta Wealth Group
California
$580K +$9.47K +115 +2%
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