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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
GSWM
126
Golden State Wealth Management
California
$30.1K
FC
127
Fairscale Capital
New Hampshire
$27.5K
WTC
128
WhitTier Trust Company
Nevada
$23.6K
SWP
129
Strategic Wealth Partners
Ohio
$22K
HCM
130
Hollencrest Capital Management
California
$21.7K
AF
131
Allworth Financial
California
$20.4K
PWA
132
Physician Wealth Advisors
Utah
$19.7K
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$19.4K
Simplex Trading
134
Simplex Trading
Illinois
$17K
IWM
135
Inlight Wealth Management
Georgia
$16.5K
William Blair & Company
136
William Blair & Company
Illinois
$14.8K
PS
137
Principal Securities
Iowa
$13.3K
SWM
138
Spire Wealth Management
Virginia
$11.1K
CIA
139
Cape Investment Advisory
Georgia
$9.35K
AssetMark Inc
140
AssetMark Inc
California
$9.22K
AG
141
AmeriFlex Group
Nevada
$9.1K
GWM
142
Geneos Wealth Management
Colorado
$8.23K
SS
143
Sunbelt Securities
Texas
$8.1K
ME
144
McIlrath & Eck
Washington
$6.95K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$6.18K
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
IA
149
IFP Advisors
Florida
$2.93K
BA
150
Bellwether Advisors
Nebraska
$2.55K