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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
AAS
101
Ameritas Advisory Services
Nebraska
$242K
ML
102
McAdam LLC
Pennsylvania
$242K
DWS
103
Dynamic Wealth Strategies
California
$233K
HF
104
HRT Financial
New York
$227K
PWM
105
Prosperity Wealth Management
California
$224K
PAS
106
Park Avenue Securities
New York
$223K
PCP
107
Proficio Capital Partners
Massachusetts
$220K
SIM
108
Seaview Investment Managers
Florida
$217K
AFP
109
Ausdal Financial Partners
Iowa
$210K
CL
110
Choreo LLC
Illinois
$210K
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$205K
SIS
112
Sound Income Strategies
Florida
$205K
PCFFS
113
Pacific Center for Financial Services
California
$202K
LAIC
114
Lederer & Associates Investment Counsel
California
$196K
HFM
115
Harvest Fund Management
China
$192K
DFA
116
DHJJ Financial Advisors
Illinois
$169K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$126K
Comerica Bank
118
Comerica Bank
Texas
$125K
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$98.8K
HNB
120
Huntington National Bank
Ohio
$86.7K
HI
121
Harbour Investments
Wisconsin
$86.2K
MSG
122
Main Street Group
Virginia
$84K
SPIA
123
Steward Partners Investment Advisory
New York
$77.2K
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$57.9K
MCM
125
MAI Capital Management
Ohio
$44.1K