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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
+$5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.5M
3
GI
GAMCO Investors
Connecticut
+$4.16M
4
VanEck Associates
VanEck Associates
New York
+$2.29M
5
Goldman Sachs
Goldman Sachs
New York
+$1.97M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
-$11M
2
MHS
M Holdings Securities
Oregon
-$9.6M
3
CIM
Cambria Investment Management
California
-$8.69M
4
CAM
Cresset Asset Management
Illinois
-$7.9M
5
AWM
Aprio Wealth Management
Georgia
-$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.6M +$5M +60,743 +13%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$39.1M +$247K +3,003 +0.6%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.1M +$4.5M +54,607 +23%
AWM
4
Aprio Wealth Management
Georgia
$20.9M -$3.86M -46,892 -16%
TFA
5
Tobias Financial Advisors
Florida
$14.8M -$11M -133,051 -43%
CPG
6
Cornerstone Planning Group
New Jersey
$13.9M +$1.35M +16,337 +11%
ECM
7
Evergreen Capital Management
Washington
$13.4M +$1.04M +12,677 +8%
Ameriprise
8
Ameriprise
Minnesota
$12.7M -$496K -6,024 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.1M -$395K -4,797 -3%
LPL Financial
10
LPL Financial
California
$9.8M +$1.74M +21,104 +22%
VanEck Associates
11
VanEck Associates
New York
$9.1M +$2.29M +27,791 +34%
ACA
12
Ascension Capital Advisors
Texas
$7.8M +$45.9K +557 +0.6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.04M +$123K +1,499 +2%
Bank of America
14
Bank of America
North Carolina
$6.02M +$1.28M +15,602 +27%
AI
15
AXS Investments
New York
$5.62M -$3.19M -38,737 -36%
MML Investors Services
16
MML Investors Services
Massachusetts
$5.52M +$1.81M +21,931 +49%
PGF
17
Plan Group Financial
Oklahoma
$5.44M -$334K -4,062 -6%
CWM
18
Castle Wealth Management
Florida
$4.59M +$228K +2,765 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.41M -$3.15M -38,805 -42%
FWM
20
Fonville Wealth Management
Virginia
$4.21M +$94.9K +1,152 +2%
GI
21
GAMCO Investors
Connecticut
$4.16M +$4.16M +50,468 New
SFG
22
Sovereign Financial Group
Connecticut
$4.05M +$87.8K +1,066 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$3.89M +$1.79M +21,744 +85%
Mariner
24
Mariner
Kansas
$3.69M +$259K +3,150 +8%
PA
25
Procyon Advisors
Connecticut
$3.47M -$268K -3,258 -7%
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