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iShares Mortgage Real Estate ETF

120 hedge funds and large institutions have $206M invested in iShares Mortgage Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.55M
Puts
$6.12M
Net Calls
Net Calls Change

Top Buyers

1 +$13.1M
2 +$8.44M
3 +$5.99M
4
TC
TownSquare Capital
Utah
+$5.41M
5
Wells Fargo
Wells Fargo
California
+$3.88M

Top Sellers

1 -$3.69M
2 -$2.42M
3 -$2.24M
4
DWM
Drive Wealth Management
Utah
-$1.58M
5
UBS Group
UBS Group
Switzerland
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$1.62M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.58M
TRCT
28
Tower Research Capital (TRC)
New York
$1.44M
CL
29
Choreo LLC
Illinois
$1.43M
T
30
Transce3nd
Texas
$1.4M
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.32M
KPWS
32
Kestra Private Wealth Services
Texas
$1.26M
TI
33
Tidal Investments
Wisconsin
$1.23M
PAG
34
Private Advisor Group
New Jersey
$1.19M
IWM
35
IHT Wealth Management
Illinois
$1.16M
BIM
36
Bridges Investment Management
Nebraska
$1.07M
CIA
37
Capital Investment Advisors
Georgia
$1.01M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$908K
BAAM
39
Baker Avenue Asset Management
California
$896K
MNA
40
Manning & Napier Advisors
New York
$757K
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$750K
FFA
42
First Foundation Advisors
California
$744K
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$718K
AAS
44
Avantax Advisory Services
Texas
$717K
Mariner
45
Mariner
Kansas
$694K
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$680K
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$663K
DWM
48
Drive Wealth Management
Utah
$652K
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$642K
AWM
50
AE Wealth Management
Kansas
$641K