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iShares Residential and Multisector Real Estate ETF

162 hedge funds and large institutions have $387M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more funds holding

Funds holding: 160162 (+2)

1.14% more ownership

Funds ownership: 48.49%49.63% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $393M → $387M (-$5.4M)

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
56
Reduced
48
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$4.63K
RIA
152
Realta Investment Advisors
Delaware
$3.97K +$2.43K +29 +153%
AssetMark Inc
153
AssetMark Inc
California
$3.47K -$5.37K -64 -60%
DF
154
Dunhill Financial
United Kingdom
$3.06K
CPBTD
155
Central Pacific Bank - Trust Division
Hawaii
$2.4K
LWMI
156
Legacy Wealth Management (Idaho)
Idaho
$1.74K
AIM
157
Anchor Investment Management
South Carolina
$1.65K
Russell Investments Group
158
Russell Investments Group
United Kingdom
$1.61K
PWPS
159
Pinnacle Wealth Planning Services
Ohio
$1.57K +$1.59K +19 New
JFG
160
JDM Financial Group
Texas
$1.01K
PA
161
Parallel Advisors
California
$992
WWA
162
Wealth Watch Advisors
Colorado
$909
LI
163
LRI Investments
Florida
$578
AFS
164
Anderson Financial Strategies
Ohio
-$1.68M -19,812 Closed
SFC
165
Strategic Financial Concepts
Texas
-$1.07M -12,609 Closed
EAM
166
Everstar Asset Management
North Carolina
-$649K -7,636 Closed
KNW
167
Kesler Norman & Wride
Utah
-$363K -4,479 Closed
PAS
168
Park Avenue Securities
New York
-$263K -3,096 Closed
SRC
169
Shufro Rose & Co
New York
-$259K -3,000 Closed
JC
170
JB Capital
Connecticut
-$202K -2,377 Closed
ASN
171
Advisory Services Network
Georgia
-$98.2K -1,156 Closed
MSG
172
Main Street Group
Virginia
-$86.8K -1,022 Closed
Simplex Trading
173
Simplex Trading
Illinois
-$27K -326 Closed
PS
174
Principal Securities
Iowa
-$25.2K -296 Closed
AP
175
Advisors Preferred
Maryland
-$21.6K -254 Closed