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iShares Mortgage Real Estate ETF

122 hedge funds and large institutions have $223M invested in iShares Mortgage Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

66% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $7.71M

Holders
122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.6M
Puts
$7.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
Bridges Investment Management
Nebraska
$2.09M
HI
27
Harbour Investments
Wisconsin
$2M
PCM
28
Prelude Capital Management
New York
$1.77M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.74M
SIA
30
Soltis Investment Advisors
Utah
$1.27M
Macquarie Group
31
Macquarie Group
Australia
$1.13M
PCP
32
Proficio Capital Partners
Massachusetts
$1.1M
IWM
33
IHT Wealth Management
Illinois
$1.07M
Stifel Financial
34
Stifel Financial
Missouri
$1.06M
ACM
35
Arlington Capital Management
Illinois
$1.02M
I
36
INVST
Indiana
$1.02M
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$981K
TI
38
Tidal Investments
Wisconsin
$944K
FFA
39
First Foundation Advisors
California
$942K
CL
40
Choreo LLC
Illinois
$932K
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$889K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$879K
Wealthfront Advisers
43
Wealthfront Advisers
California
$829K
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$760K
MNA
45
Manning & Napier Advisors
New York
$719K
CIA
46
Capital Investment Advisors
Georgia
$695K
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$679K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$619K
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$572K
KPWS
50
Kestra Private Wealth Services
Texas
$543K