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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

18% more capital invested

Capital invested by funds: $189M → $223M (+$34.3M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

4.48% more ownership

Funds ownership: 31.01%35.49% (+4.5%)

1% more funds holding

Funds holding: 121122 (+1)

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
+1
Holders Change %
+0.83%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
38
Reduced
40
Closed
18
Calls
$2.6M
Puts
$7.71M
Net Calls
-$5.12M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
Bridges Investment Management
Nebraska
$2.09M -$610K -27,423 -23%
HI
27
Harbour Investments
Wisconsin
$2M -$4.16K -187 -0.2%
PCM
28
Prelude Capital Management
New York
$1.77M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.74M +$311K +13,972 +22%
SIA
30
Soltis Investment Advisors
Utah
$1.27M -$703K -31,587 -35%
Macquarie Group
31
Macquarie Group
Australia
$1.13M +$781K +35,113 +220%
PCP
32
Proficio Capital Partners
Massachusetts
$1.1M +$1.1M +49,435 New
IWM
33
IHT Wealth Management
Illinois
$1.07M -$84K -3,778 -7%
Stifel Financial
34
Stifel Financial
Missouri
$1.06M +$22.8K +1,023 +2%
ACM
35
Arlington Capital Management
Illinois
$1.02M -$40.5K -1,822 -4%
I
36
INVST
Indiana
$1.02M -$7.9K -355 -0.8%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$981K +$400K +17,971 +68%
TI
38
Tidal Investments
Wisconsin
$944K -$139K -6,230 -13%
FFA
39
First Foundation Advisors
California
$942K +$165K +7,404 +21%
CL
40
Choreo LLC
Illinois
$932K -$161K -7,248 -15%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$889K +$12.7K +573 +1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$879K +$1K +45 +0.1%
Wealthfront Advisers
43
Wealthfront Advisers
California
$829K +$154K +6,924 +23%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$760K +$27.3K +1,228 +4%
MNA
45
Manning & Napier Advisors
New York
$719K -$28.2K -1,267 -4%
CIA
46
Capital Investment Advisors
Georgia
$695K -$98.6K -4,433 -12%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$679K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$619K -$13.5M -608,031 -96%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$572K -$67.6K -3,041 -11%
KPWS
50
Kestra Private Wealth Services
Texas
$543K -$78.2K -3,517 -13%