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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
Morgan Stanley
1
Morgan Stanley
New York
$42.1M +$1.44M +17,187 +3%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$41M +$445K +5,303 +1%
ECM
3
Evergreen Capital Management
Washington
$19M +$5.18M +61,800 +37%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.9M -$2.87M -34,270 -14%
AWM
5
Aprio Wealth Management
Georgia
$15.3M +$654K +7,802 +4%
CPG
6
Cornerstone Planning Group
New Jersey
$14.4M +$207K +2,473 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.3M +$580K +6,917 +4%
Ameriprise
8
Ameriprise
Minnesota
$13.2M +$219K +2,614 +2%
BA
9
Bard Associates
Illinois
$12.1M +$5.68M +67,786 +87%
LPL Financial
10
LPL Financial
California
$11.9M +$2.25M +26,888 +23%
VanEck Associates
11
VanEck Associates
New York
$11.5M +$413K +4,928 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$9.69M -$107K -1,276 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.97M -$1.83M -21,766 -17%
ACA
14
Ascension Capital Advisors
Texas
$8.68M +$850K +10,140 +11%
Bank of America
15
Bank of America
North Carolina
$7.54M +$2.1M +25,001 +38%
Two Sigma Investments
16
Two Sigma Investments
New York
$6.68M +$6.78M +80,833 New
PGF
17
Plan Group Financial
Oklahoma
$5.53M -$40.6K -484 -0.7%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.11M +$45.1K +538 +0.9%
CWM
19
Castle Wealth Management
Florida
$4.72M -$25.5K -304 -0.5%
SFG
20
Sovereign Financial Group
Connecticut
$4.65M +$294K +3,512 +7%
FWM
21
Fonville Wealth Management
Virginia
$4.54M +$270K +3,215 +6%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$4.02M -$2.79M -33,276 -41%
AI
23
AXS Investments
New York
$3.98M -$2.04M -24,298 -34%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.84M -$2.85M -33,993 -42%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.8M -$175K -2,092 -4%