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iShares Residential and Multisector Real Estate ETF

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

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

7.46% less ownership

Funds ownership: 57.34%49.88% (-7.5%)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

31% less capital invested

Capital invested by funds: $616M → $428M (-$188M)

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$933K
Puts
$510K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPTW
1
Franklin, Parlapiano, Turner & Welch
Texas
$40.8M
Morgan Stanley
2
Morgan Stanley
New York
$40.5M
TFA
3
Tobias Financial Advisors
Florida
$27M
AWM
4
Aprio Wealth Management
Georgia
$26M
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$20.6M
Ameriprise
6
Ameriprise
Minnesota
$13.9M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.1M
ECM
8
Evergreen Capital Management
Washington
$12.9M
CPG
9
Cornerstone Planning Group
New Jersey
$12.5M
MHS
10
M Holdings Securities
Oregon
$9.6M
AI
11
AXS Investments
New York
$9.25M
CIM
12
Cambria Investment Management
California
$8.69M
LPL Financial
13
LPL Financial
California
$8.46M
ACA
14
Ascension Capital Advisors
Texas
$8.14M
Osaic Holdings
15
Osaic Holdings
Arizona
$8.05M
CAM
16
Cresset Asset Management
Illinois
$7.9M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.26M
VanEck Associates
18
VanEck Associates
New York
$7.14M
PGF
19
Plan Group Financial
Oklahoma
$6.06M
Wells Fargo
20
Wells Fargo
California
$5.53M
PCIG
21
Partners Capital Investment Group
Massachusetts
$5.01M
Bank of America
22
Bank of America
North Carolina
$4.97M
KTA
23
Keeley-Teton Advisors
Illinois
$4.78M
CWM
24
Castle Wealth Management
Florida
$4.58M
FWM
25
Fonville Wealth Management
Virginia
$4.2M