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iShares Residential and Multisector Real Estate ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

21% less call options, than puts

Call options by funds: $255K | Put options by funds: $321K

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
158
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$255K
Puts
$321K
Net Calls
Net Calls Change

Top Buyers

1 +$5M
2 +$4.5M
3 +$4.16M
4
VanEck Associates
VanEck Associates
New York
+$2.29M
5
Goldman Sachs
Goldman Sachs
New York
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
76
American Financial Advisors
Georgia
$554K
RTC
77
Real Talk Capital
Tennessee
$548K
BCI
78
Brinker Capital Investments
Pennsylvania
$534K
CMP
79
Courage Miller Partners
Virginia
$526K
Jones Financial Companies
80
Jones Financial Companies
Missouri
$476K
KAS
81
Kestra Advisory Services
Texas
$474K
CWM
82
Connecticut Wealth Management
Connecticut
$473K
NWM
83
Napa Wealth Management
California
$455K
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$412K
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$404K
CAM
86
Cozad Asset Management
Illinois
$396K
NWA
87
Navis Wealth Advisors
New York
$378K
CP
88
Castleview Partners
Texas
$346K
AWM
89
Axxcess Wealth Management
California
$340K
RW
90
RVW Wealth
California
$325K
VA
91
Valmark Advisers
Ohio
$322K
TRCT
92
Tower Research Capital (TRC)
New York
$314K
FWP
93
Family Wealth Partners
North Carolina
$313K
BCM
94
Boltwood Capital Management
California
$296K
DI
95
Disciplined Investments
Oklahoma
$295K
BRWA
96
B. Riley Wealth Advisors
Florida
$290K
P
97
&Partners
Tennessee
$284K
ATI
98
ARK & TLK Investments
Oklahoma
$280K
SRC
99
Shufro Rose & Co
New York
$259K
RFN
100
RDA Financial Network
Iowa
$250K