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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 %
MSG
126
Main Street Group
Virginia
$59.4K – – –
MA
127
Montag & Associates
Georgia
$56.3K – – –
AssetMark Inc
128
AssetMark Inc
California
$49.4K -$92.4M -1,069,217 -100%
BTI
129
Blue Trust Inc
Georgia
$48.5K – – –
GSWM
130
Golden State Wealth Management
California
$47.5K – – –
MCM
131
MAI Capital Management
Ohio
$46.2K – – –
SPIA
132
Steward Partners Investment Advisory
New York
$42.9K +$1.38K +16 +3%
SWM
133
Spire Wealth Management
Virginia
$35.1K +$4.32K +50 +14%
FC
134
Fairscale Capital
New Hampshire
$29.3K – – –
PS
135
Principal Securities
Iowa
$27.5K – – –
GJIA
136
Glass Jacobson Investment Advisors
Maryland
$26.6K – – –
WTC
137
WhitTier Trust Company
Nevada
$24.8K – – –
HCM
138
Hollencrest Capital Management
California
$22.7K – – –
PWA
139
Physician Wealth Advisors
Utah
$20.5K +$86 +1 +0.4%
AF
140
Allworth Financial
California
$20.5K – – –
GWM
141
Geneos Wealth Management
Colorado
$17.3K +$8.64K +100 +100%
IWM
142
Inlight Wealth Management
Georgia
$17.3K +$17.3K +200 New
Barclays
143
Barclays
United Kingdom
$17K -$17K -200 -50%
KFI
144
Key Financial Inc
Pennsylvania
$14.4K +$14.4K +167 New
AP
145
Advisors Preferred
Maryland
$13.1K +$13.1K +152 New
CIA
146
Cape Investment Advisory
Georgia
$9.75K +$86 +1 +0.9%
AG
147
AmeriFlex Group
Nevada
$9.55K – – –
ME
148
McIlrath & Eck
Washington
$7.25K – – –
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$5.03K -$11.6K -153 -70%
IRC
150
Investors Research Corp
Georgia
$4.84K – – –
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