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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 %
TRCT
76
Tower Research Capital (TRC)
New York
$638K +$249K +2,886 +64%
SWM
77
SeaCrest Wealth Management
New York
$635K -$130K -1,502 -17%
RTC
78
Real Talk Capital
Tennessee
$613K -$135K -1,566 -18%
BWG
79
Beta Wealth Group
California
$599K -$101K -1,172 -14%
BCI
80
Brinker Capital Investments
Pennsylvania
$597K -$13K -150 -2%
OPS
81
Orion Portfolio Solutions
Nebraska
$597K -$13K -150 -2%
AFA
82
American Financial Advisors
Georgia
$580K +$1.82K +21 +0.3%
CMP
83
Courage Miller Partners
Virginia
$552K -$1.38K -16 -0.3%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$549K -$417K -4,822 -43%
LIM
85
Leavell Investment Management
Alabama
$543K +$543K +6,287 New
AAS
86
Avantax Advisory Services
Texas
$527K +$44.9K +519 +9%
CWM
87
Connecticut Wealth Management
Connecticut
$497K -$256K -2,957 -34%
NWM
88
Napa Wealth Management
California
$481K -$40.7K -471 -8%
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$432K – – –
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$424K +$90.9K +1,052 +27%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$422K -$2.49K -29 -0.6%
CAM
92
Cozad Asset Management
Illinois
$416K – – –
NWA
93
Navis Wealth Advisors
New York
$394K +$1.73K +20 +0.4%
HFM
94
Harvest Fund Management
China
$383K +$383K +4,434 New
VA
95
Valmark Advisers
Ohio
$336K -$22.9K -265 -6%
RW
96
RVW Wealth
California
$330K – – –
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$319K +$255K +2,952 +402%
BCM
98
Boltwood Capital Management
California
$311K – – –
DI
99
Disciplined Investments
Oklahoma
$310K – – –
P
100
&Partners
Tennessee
$296K +$34K +396 +13%
2 3
4
5 6