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iShares Mortgage Real Estate ETF

126 hedge funds and large institutions have $185M invested in iShares Mortgage Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

14% less capital invested

Capital invested by funds: $215M → $185M (-$29.4M)

25% less call options, than puts

Call options by funds: $5.52M | Put options by funds: $7.34M

33% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 48

Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.52M
Puts
$7.34M
Net Calls
Net Calls Change

Top Buyers

1 +$18.5M
2 +$8.54M
3 +$5.73M
4
DWM
Drive Wealth Management
Utah
+$1.61M
5
Osaic Holdings
Osaic Holdings
Arizona
+$905K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.24M
27
$1.2M
28
$1.04M
29
$1.02M
30
$980K
31
$966K
32
$962K
33
$959K
34
$935K
35
$919K
36
$902K
37
$874K
38
$788K
39
$770K
40
$737K
41
$710K
42
$705K
43
$693K
44
$650K
45
$618K
46
$604K
47
$581K
48
$581K
49
$562K
50
$480K