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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
Holders
158
Holders Change
-6
Holders Change %
-3.66%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
20
Increased
59
Reduced
48
Closed
24
Calls
$255K
Puts
$321K
Net Calls
-$66K
Net Calls Change
-$489K
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
126
Golden State Wealth Management
California
$30.1K -$15.2K -185 -34%
FC
127
Fairscale Capital
New Hampshire
$27.5K
WTC
128
WhitTier Trust Company
Nevada
$23.6K
SWP
129
Strategic Wealth Partners
Ohio
$22K +$22K +267 New
HCM
130
Hollencrest Capital Management
California
$21.7K
AF
131
Allworth Financial
California
$20.4K
PWA
132
Physician Wealth Advisors
Utah
$19.7K +$164 +2 +0.8%
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$19.4K +$19.4K +235 +23,500%
Simplex Trading
134
Simplex Trading
Illinois
$17K +$17K +218 New
IWM
135
Inlight Wealth Management
Georgia
$16.5K
William Blair & Company
136
William Blair & Company
Illinois
$14.8K +$14.8K +180 New
PS
137
Principal Securities
Iowa
$13.3K -$14.6K -177 -52%
SWM
138
Spire Wealth Management
Virginia
$11.1K -$22.3K -271 -67%
CIA
139
Cape Investment Advisory
Georgia
$9.35K +$82 +1 +0.9%
AssetMark Inc
140
AssetMark Inc
California
$9.22K -$37.9K -460 -80%
AG
141
AmeriFlex Group
Nevada
$9.1K +$82 +1 +0.9%
GWM
142
Geneos Wealth Management
Colorado
$8.23K -$8.23K -100 -50%
SS
143
Sunbelt Securities
Texas
$8.1K +$8.1K +100 New
ME
144
McIlrath & Eck
Washington
$6.95K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$6.18K +$6.18K +75 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$5.43K
IRC
147
Investors Research Corp
Georgia
$4.61K
DF
148
Dunhill Financial
United Kingdom
$3.05K +$3.05K +37 New
IA
149
IFP Advisors
Florida
$2.93K +$2.93K +36 New
BA
150
Bellwether Advisors
Nebraska
$2.55K