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iShares Residential and Multisector Real Estate ETF

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

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

7.46% less ownership

Funds ownership: 57.34%49.88% (-7.5%)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

31% less capital invested

Capital invested by funds: $616M → $428M (-$188M)

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$933K
Puts
$510K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$638K
SWM
77
SeaCrest Wealth Management
New York
$635K
RTC
78
Real Talk Capital
Tennessee
$613K
BWG
79
Beta Wealth Group
California
$599K
OPS
80
Orion Portfolio Solutions
Nebraska
$597K
BCI
81
Brinker Capital Investments
Pennsylvania
$597K
AFA
82
American Financial Advisors
Georgia
$580K
CMP
83
Courage Miller Partners
Virginia
$552K
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$549K
LIM
85
Leavell Investment Management
Alabama
$543K
AAS
86
Avantax Advisory Services
Texas
$527K
CWM
87
Connecticut Wealth Management
Connecticut
$497K
NWM
88
Napa Wealth Management
California
$481K
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$432K
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$424K
Jones Financial Companies
91
Jones Financial Companies
Missouri
$422K
CAM
92
Cozad Asset Management
Illinois
$416K
NWA
93
Navis Wealth Advisors
New York
$394K
HFM
94
Harvest Fund Management
China
$383K
VA
95
Valmark Advisers
Ohio
$336K
RW
96
RVW Wealth
California
$330K
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$319K
BCM
98
Boltwood Capital Management
California
$311K
DI
99
Disciplined Investments
Oklahoma
$310K
P
100
&Partners
Tennessee
$296K