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iShares Mortgage Real Estate ETF

120 hedge funds and large institutions have $220M invested in iShares Mortgage Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 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)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

66% less call options, than puts

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

Holders
120
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
HI
26
Harbour Investments
Wisconsin
$2M
PCM
27
Prelude Capital Management
New York
$1.77M
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.74M
SIA
29
Soltis Investment Advisors
Utah
$1.27M
Macquarie Group
30
Macquarie Group
Australia
$1.13M
PCP
31
Proficio Capital Partners
Massachusetts
$1.1M
IWM
32
IHT Wealth Management
Illinois
$1.07M
Stifel Financial
33
Stifel Financial
Missouri
$1.06M
ACM
34
Arlington Capital Management
Illinois
$1.02M
I
35
INVST
Indiana
$1.02M
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$981K
TI
37
Tidal Investments
Wisconsin
$944K
FFA
38
First Foundation Advisors
California
$942K
CL
39
Choreo LLC
Illinois
$932K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$889K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$879K
Wealthfront Advisers
42
Wealthfront Advisers
California
$829K
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$760K
MNA
44
Manning & Napier Advisors
New York
$719K
CIA
45
Capital Investment Advisors
Georgia
$695K
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$679K
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$619K
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$572K
KPWS
49
Kestra Private Wealth Services
Texas
$543K
KAS
50
Kestra Advisory Services
Texas
$531K