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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
FFN
101
Focus Financial Network
Minnesota
$273K -$7.29K -87 -3%
P
102
&Partners
Tennessee
$270K -$16.2K -193 -6%
CTC
103
Central Trust Company
Missouri
$263K
PWM
104
Prosperity Wealth Management
California
$245K +$9.31K +111 +4%
AWM
105
Axxcess Wealth Management
California
$242K -$41.1K -490 -14%
TFA
106
Tobias Financial Advisors
Florida
$238K -$14.9M -178,221 -98%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$235K -$166K -1,974 -41%
Creative Planning
108
Creative Planning
Kansas
$221K +$21.3K +254 +10%
PCP
109
Proficio Capital Partners
Massachusetts
$221K
CP
110
Castleview Partners
Texas
$219K -$267K -3,180 -55%
RFN
111
RDA Financial Network
Iowa
$216K +$671 +8 +0.3%
SIM
112
Seaview Investment Managers
Florida
$214K -$32.8K -391 -13%
CL
113
Choreo LLC
Illinois
$213K -$671 -8 -0.3%
PCFFS
114
Pacific Center for Financial Services
California
$209K
SIS
115
Sound Income Strategies
Florida
$201K +$31.6K +377 +19%
SPIA
116
Steward Partners Investment Advisory
New York
$142K +$38.1K +454 +36%
KAS
117
Kestra Advisory Services
Texas
$138K +$140K +1,668 New
Comerica Bank
118
Comerica Bank
Texas
$133K +$922 +11 +0.7%
HI
119
Harbour Investments
Wisconsin
$132K +$9.47K +113 +8%
DFA
120
DHJJ Financial Advisors
Illinois
$128K
Fidelity Investments
121
Fidelity Investments
Massachusetts
$109K -$26.7K -319 -19%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$99.2K
RRA
123
Red Reef Advisors
Florida
$96.6K +$98K +1,169 New
HNB
124
Huntington National Bank
Ohio
$87K
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$71.4K +$8.64K +103 +14%