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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 %
NA
151
NewEdge Advisors
Louisiana
$3.46K – – –
BA
152
Bellwether Advisors
Nebraska
$2.68K – – –
CWM
153
Copia Wealth Management
Oregon
$2.68K +$2.68K +31 New
CPBTD
154
Central Pacific Bank - Trust Division
Hawaii
$2.51K – – –
PPA
155
Painted Porch Advisors
California
$2.48K +$2.48K +29 New
LWMI
156
Legacy Wealth Management (Idaho)
Idaho
$1.82K – – –
AIM
157
Anchor Investment Management
South Carolina
$1.73K +$1.73K +20 New
Russell Investments Group
158
Russell Investments Group
United Kingdom
$1.47K +$1.47K +17 New
S
159
SignatureFD
Georgia
$1.3K – – –
FFA
160
Founders Financial Alliance
North Carolina
$1.3K – – –
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CSC
162
Caldwell Sutter Capital
California
$951 – – –
LI
163
LRI Investments
Florida
$605 – – –
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$86 +$86 +1 New
CCM
165
Consolidated Capital Management
California
– -$8.64M -106,697 Closed
Goldman Sachs
166
Goldman Sachs
New York
– -$7.75M -95,705 Closed
ACP
167
Aveo Capital Partners
Colorado
– -$3.79M -46,793 Closed
CAG
168
Csenge Advisory Group
Florida
– -$1.68M -20,719 Closed
AG
169
Ascent Group
Virginia
– -$672K -8,299 Closed
BCM
170
Beaumont Capital Management
Massachusetts
– -$562K -6,931 Closed
SSA
171
Schonfeld Strategic Advisors
New York
– -$502K -6,192 Closed
HIM
172
Hanlon Investment Management
New Jersey
– -$448K -5,524 Closed
ASN
173
Advisory Services Network
Georgia
– -$391K -4,823 Closed
KNW
174
Kesler Norman & Wride
Utah
– -$363K -4,479 Closed
PG
175
Prostatis Group
Maryland
– -$301K -3,712 Closed
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