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iShares Residential and Multisector Real Estate ETF

157 hedge funds and large institutions have $385M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
76
Lederer & Associates Investment Counsel
California
$571K
BWG
77
Beta Wealth Group
California
$570K
AWM
78
AE Wealth Management
Kansas
$568K
FFA
79
Farther Finance Advisors
California
$533K
CMP
80
Courage Miller Partners
Virginia
$523K
AFA
81
American Financial Advisors
Georgia
$510K
IFA
82
Interactive Financial Advisors
Illinois
$496K
FWP
83
Family Wealth Partners
North Carolina
$490K
CWM
84
Connecticut Wealth Management
Connecticut
$475K
PGFC
85
Peapack-Gladstone Financial Corp
New Jersey
$458K
TWP
86
Triad Wealth Partners
Kansas
$453K
HF
87
HRT Financial
New York
$431K
BWS
88
Buck Wealth Strategies
Colorado
$412K
NWA
89
Navis Wealth Advisors
New York
$385K
SF
90
Summit Financial
New Jersey
$360K
CAM
91
Cozad Asset Management
Illinois
$357K
BRWA
92
B. Riley Wealth Advisors
Florida
$330K
BCM
93
Boltwood Capital Management
California
$298K
DI
94
Disciplined Investments
Oklahoma
$296K
ML
95
McAdam LLC
Pennsylvania
$291K
VA
96
Valmark Advisers
Ohio
$290K
RW
97
RVW Wealth
California
$290K
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$284K
ATI
99
ARK & TLK Investments
Oklahoma
$281K
FFN
100
Focus Financial Network
Minnesota
$273K