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iShares Mortgage Real Estate ETF

111 hedge funds and large institutions have $178M invested in iShares Mortgage Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

32% less call options, than puts

Call options by funds: $3.17M | Put options by funds: $4.69M

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

Holders
111
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
$3.17M
Puts
$4.69M
Net Calls
Net Calls Change

Top Sellers

1 -$13.1M
2 -$8.44M
3 -$5.41M
4
Man Group
Man Group
United Kingdom
-$3.52M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
Choreo LLC
Illinois
$1.17M
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.16M
IWM
28
IHT Wealth Management
Illinois
$1.11M
TI
29
Tidal Investments
Wisconsin
$1.06M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$857K
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$845K
CIA
32
Capital Investment Advisors
Georgia
$844K
Citadel Advisors
33
Citadel Advisors
Florida
$810K
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$763K
Macquarie Group
35
Macquarie Group
Australia
$753K
MNA
36
Manning & Napier Advisors
New York
$723K
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$722K
KPWS
38
Kestra Private Wealth Services
Texas
$705K
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$701K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$674K
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$669K
FFA
42
First Foundation Advisors
California
$643K
AWM
43
AE Wealth Management
Kansas
$629K
RCM
44
Robinson Capital Management
Michigan
$629K
Wealthfront Advisers
45
Wealthfront Advisers
California
$619K
KAS
46
Kestra Advisory Services
Texas
$568K
I
47
INVST
Indiana
$565K
PAS
48
Park Avenue Securities
New York
$538K
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$532K
AAS
50
Avantax Advisory Services
Texas
$528K