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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
-3
Holders Change %
-2.44%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
44
Reduced
38
Closed
13
Calls
$5.55M
Puts
$6.12M
Net Calls
-$569K
Net Calls Change
+$8.69M
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$1.62M +$1.08M +48,057 +201%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.58M +$252K +11,226 +19%
TRCT
28
Tower Research Capital (TRC)
New York
$1.44M -$329K -14,663 -19%
CL
29
Choreo LLC
Illinois
$1.43M -$237K -10,543 -14%
T
30
Transce3nd
Texas
$1.4M +$69.8K +3,120 +5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.32M -$494K -22,006 -27%
KPWS
32
Kestra Private Wealth Services
Texas
$1.26M +$993K +44,266 +372%
TI
33
Tidal Investments
Wisconsin
$1.23M +$1.23M +54,909 New
PAG
34
Private Advisor Group
New Jersey
$1.19M +$19.9K +887 +2%
IWM
35
IHT Wealth Management
Illinois
$1.16M -$5.23K -233 -0.4%
BIM
36
Bridges Investment Management
Nebraska
$1.07M -$3.37K -150 -0.3%
CIA
37
Capital Investment Advisors
Georgia
$1.01M -$249K -11,078 -20%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$908K -$31.7K -1,411 -3%
BAAM
39
Baker Avenue Asset Management
California
$896K +$26.1K +1,164 +3%
MNA
40
Manning & Napier Advisors
New York
$757K -$68.4K -3,048 -8%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$750K -$6.33K -282 -0.8%
FFA
42
First Foundation Advisors
California
$744K -$7.7K -343 -1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$718K +$8.8K +392 +1%
AAS
44
Avantax Advisory Services
Texas
$717K +$155K +6,896 +28%
Mariner
45
Mariner
Kansas
$694K -$111K -4,934 -14%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$680K +$201K +8,952 +42%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$663K -$49.8K -2,221 -7%
DWM
48
Drive Wealth Management
Utah
$652K -$1.58M -70,323 -71%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$642K +$35.9K +1,600 +6%
AWM
50
AE Wealth Management
Kansas
$641K -$38.5K -1,716 -6%