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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 %
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$40.8M +$544K +6,293 +1%
Morgan Stanley
2
Morgan Stanley
New York
$40.5M +$6.69M +77,466 +20%
TFA
3
Tobias Financial Advisors
Florida
$27M +$1.58M +18,298 +6%
AWM
4
Aprio Wealth Management
Georgia
$26M -$213K -2,461 -0.8%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$20.6M +$3.73M +43,113 +22%
Ameriprise
6
Ameriprise
Minnesota
$13.9M -$455K -5,259 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.1M -$117K -1,348 -0.9%
ECM
8
Evergreen Capital Management
Washington
$12.9M -$452K -5,225 -3%
CPG
9
Cornerstone Planning Group
New Jersey
$12.5M +$830K +10,058 +7%
MHS
10
M Holdings Securities
Oregon
$9.6M +$338K +3,906 +4%
AI
11
AXS Investments
New York
$9.25M +$9.25M +107,027 New
CIM
12
Cambria Investment Management
California
$8.69M -$209K -2,422 -2%
LPL Financial
13
LPL Financial
California
$8.46M -$7.16M -82,895 -46%
ACA
14
Ascension Capital Advisors
Texas
$8.14M +$441K +5,108 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.05M -$6.21M -71,820 -44%
CAM
16
Cresset Asset Management
Illinois
$7.9M +$382K +4,421 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.26M -$6.31M -73,043 -47%
VanEck Associates
18
VanEck Associates
New York
$7.14M +$228K +2,634 +3%
PGF
19
Plan Group Financial
Oklahoma
$6.06M +$1.77M +20,512 +41%
Wells Fargo
20
Wells Fargo
California
$5.53M +$998K +11,546 +22%
PCIG
21
Partners Capital Investment Group
Massachusetts
$5.01M +$2.51M +28,990 +100%
Bank of America
22
Bank of America
North Carolina
$4.97M -$99.2K -1,148 -2%
KTA
23
Keeley-Teton Advisors
Illinois
$4.78M -$87.4K -1,011 -2%
CWM
24
Castle Wealth Management
Florida
$4.58M +$75.4K +873 +2%
FWM
25
Fonville Wealth Management
Virginia
$4.2M +$243K +2,896 +6%
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