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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
SWM
76
SeaCrest Wealth Management
New York
$582K -$46.2K -551 -7%
LAIC
77
Lederer & Associates Investment Counsel
California
$571K +$380K +4,530 +191%
BWG
78
Beta Wealth Group
California
$570K -$27.6K -329 -5%
AWM
79
AE Wealth Management
Kansas
$568K +$4.61K +55 +0.8%
FFA
80
Farther Finance Advisors
California
$533K +$541K +6,455 New
CMP
81
Courage Miller Partners
Virginia
$523K -$3.86K -46 -0.7%
AFA
82
American Financial Advisors
Georgia
$510K +$3.86K +46 +0.8%
IFA
83
Interactive Financial Advisors
Illinois
$496K -$103K -1,229 -17%
FWP
84
Family Wealth Partners
North Carolina
$490K +$12.1K +144 +2%
CWM
85
Connecticut Wealth Management
Connecticut
$475K
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$458K
TWP
87
Triad Wealth Partners
Kansas
$453K +$459K +5,476 New
HF
88
HRT Financial
New York
$431K +$438K +5,221 New
BWS
89
Buck Wealth Strategies
Colorado
$412K -$419K -4,992 -50%
NWA
90
Navis Wealth Advisors
New York
$385K +$4.19K +50 +1%
SF
91
Summit Financial
New Jersey
$360K +$78K +930 +27%
CAM
92
Cozad Asset Management
Illinois
$357K
BRWA
93
B. Riley Wealth Advisors
Florida
$330K +$42.8K +510 +15%
BCM
94
Boltwood Capital Management
California
$298K
DI
95
Disciplined Investments
Oklahoma
$296K
ML
96
McAdam LLC
Pennsylvania
$291K +$55.3K +660 +23%
VA
97
Valmark Advisers
Ohio
$290K -$22.8K -272 -7%
RW
98
RVW Wealth
California
$290K -$16.3K -194 -5%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$284K +$68.3K +814 +31%
ATI
100
ARK & TLK Investments
Oklahoma
$281K