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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$43.6M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24.1M
3
GI
GAMCO Investors
Connecticut
$4.16M
4
VanEck Associates
VanEck Associates
New York
$9.1M
5
Goldman Sachs
Goldman Sachs
New York
$1.97M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
$14.8M
2
MHS
M Holdings Securities
Oregon
$0
3
CIM
Cambria Investment Management
California
$0
4
CAM
Cresset Asset Management
Illinois
$0
5
AWM
Aprio Wealth Management
Georgia
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPBTD
151
Central Pacific Bank - Trust Division
Hawaii
$2.39K – – –
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$2K +$526 +5 +36%
LWMI
153
Legacy Wealth Management (Idaho)
Idaho
$1.73K – – –
LIS
154
Legacy Investment Solutions
Idaho
$1.73K +$1.73K +21 New
AIM
155
Anchor Investment Management
South Carolina
$1.65K – – –
Russell Investments Group
156
Russell Investments Group
United Kingdom
$1.4K – – –
JFG
157
JDM Financial Group
Texas
$994 +$994 +12 New
PA
158
Parallel Advisors
California
$988 +$988 +12 New
LI
159
LRI Investments
Florida
$576 – – –
MHS
160
M Holdings Securities
Oregon
– -$9.6M -111,073 Closed
CIM
161
Cambria Investment Management
California
– -$8.69M -100,544 Closed
CAM
162
Cresset Asset Management
Illinois
– -$7.9M -91,386 Closed
FGA
163
Fortis Group Advisors
New Jersey
– -$2.45M -28,354 Closed
IA
164
Integrity Alliance
Iowa
– -$1.67M -19,286 Closed
Jane Street
165
Jane Street
New York
– -$1.15M -13,267 Closed
Stifel Financial
166
Stifel Financial
Missouri
– -$732K -8,474 Closed
Marshall Wace
167
Marshall Wace
United Kingdom
– -$684K -7,919 Closed
BWCS
168
Beirne Wealth Consulting Services
Connecticut
– -$273K -3,159 Closed
MOS
169
MGO One Seven
Ohio
– -$270K -3,119 Closed
LPFG
170
Landing Point Financial Group
Ohio
– -$208K -2,409 Closed
OC
171
Oppenheimer & Co
New York
– -$206K -2,384 Closed
MA
172
Montag & Associates
Georgia
– -$56.3K -652 Closed
BTI
173
Blue Trust Inc
Georgia
– -$48.5K -561 Closed
GJIA
174
Glass Jacobson Investment Advisors
Maryland
– -$26.6K -329 Closed
Barclays
175
Barclays
United Kingdom
– -$17K -200 Closed
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