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iShares Residential and Multisector Real Estate ETF

162 hedge funds and large institutions have $387M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 160162 (+2)

1.14% more ownership

Funds ownership: 48.49%49.63% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $393M → $387M (-$5.4M)

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
56
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Integrity Alliance
Iowa
$1.22M +$54.3K +647 +5%
CFD
52
Creative Financial Designs
Indiana
$1.21M +$83.5K +996 +7%
MWML
53
M Wealth Management LLC
California
$1.18M +$33.7K +402 +3%
CM
54
Cornerstone Management
Georgia
$1.13M -$516K -6,152 -31%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.1M +$34.2K +408 +3%
PF
56
Prosperitas Financial
California
$1.08M -$1M -11,971 -48%
AWAU
57
Alliance Wealth Advisors (Utah)
Utah
$1.05M +$1.07M +12,728 New
CWM
58
Comprehensive Wealth Management
Washington
$1.04M +$148K +1,760 +16%
KCM
59
Kendall Capital Management
Maryland
$981K +$87.5K +1,044 +10%
SC
60
Savant Capital
Illinois
$971K +$985K +11,744 New
Brown Advisory
61
Brown Advisory
Maryland
$930K
MSFS
62
Main Street Financial Solutions
Pennsylvania
$910K +$923K +11,006 New
CAAS
63
Capital Asset Advisory Services
Michigan
$901K -$41K -489 -4%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$815K +$68.3K +815 +9%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$784K -$455K -5,422 -36%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$729K -$1.34K -16 -0.2%
RTC
67
Real Talk Capital
Tennessee
$704K +$78.1K +932 +12%
MMH
68
Menora Mivtachim Holdings
Israel
$702K
GRP
69
Global Retirement Partners
California
$686K -$82.5K -984 -11%
BCI
70
Brinker Capital Investments
Pennsylvania
$668K +$75.6K +902 +13%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$664K -$1.01M -12,096 -60%
HighTower Advisors
72
HighTower Advisors
Illinois
$642K -$922 -11 -0.1%
LWM
73
LongView Wealth Management
Georgia
$621K +$623K +7,424 New
TRCT
74
Tower Research Capital (TRC)
New York
$615K +$312K +3,723 +100%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$609K +$56.3K +672 +10%