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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 %
ATI
101
ARK & TLK Investments
Oklahoma
$294K – – –
AAS
102
Ameritas Advisory Services
Nebraska
$275K +$1.04K +12 +0.4%
BWCS
103
Beirne Wealth Consulting Services
Connecticut
$273K +$1.12K +13 +0.4%
MOS
104
MGO One Seven
Ohio
$270K -$91K -1,053 -25%
CP
105
Castleview Partners
Texas
$267K +$33.9K +392 +15%
CL
106
Choreo LLC
Illinois
$262K +$173 +2 +0.1%
RFN
107
RDA Financial Network
Iowa
$262K -$3.8K -44 -1%
SRC
108
Shufro Rose & Co
New York
$259K – – –
ML
109
McAdam LLC
Pennsylvania
$254K -$55.6K -643 -18%
SIM
110
Seaview Investment Managers
Florida
$250K +$31.6K +366 +14%
SIS
111
Sound Income Strategies
Florida
$246K +$4.41K +51 +2%
KAS
112
Kestra Advisory Services
Texas
$233K +$233K +2,699 New
PCP
113
Proficio Capital Partners
Massachusetts
$231K -$852K -9,855 -79%
PWM
114
Prosperity Wealth Management
California
$224K +$224K +2,589 New
PCFFS
115
Pacific Center for Financial Services
California
$212K – – –
DWS
116
Dynamic Wealth Strategies
California
$210K +$210K +2,430 New
LPFG
117
Landing Point Financial Group
Ohio
$208K +$208K +2,409 New
OC
118
Oppenheimer & Co
New York
$206K +$206K +2,384 New
LAIC
119
Lederer & Associates Investment Counsel
California
$205K – – –
HI
120
Harbour Investments
Wisconsin
$189K +$14.8K +171 +8%
DFA
121
DHJJ Financial Advisors
Illinois
$177K – – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$162K +$65.5K +758 +68%
Comerica Bank
123
Comerica Bank
Texas
$135K -$10.1K -117 -7%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$104K – – –
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$66.9K +$16K +185 +31%
3 4
5
6 7