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iShares Mortgage Real Estate ETF

118 hedge funds and large institutions have $202M invested in iShares Mortgage Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

51% less call options, than puts

Call options by funds: $3.38M | Put options by funds: $6.94M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
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
$3.38M
Puts
$6.94M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
26
INVST
Indiana
$1.07M
IWM
27
IHT Wealth Management
Illinois
$1.07M
PCP
28
Proficio Capital Partners
Massachusetts
$1.05M
Stifel Financial
29
Stifel Financial
Missouri
$1.04M
ACM
30
Arlington Capital Management
Illinois
$1.01M
Truist Financial
31
Truist Financial
North Carolina
$917K
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$916K
TI
33
Tidal Investments
Wisconsin
$914K
FFA
34
First Foundation Advisors
California
$912K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$857K
Man Group
36
Man Group
United Kingdom
$848K
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$787K
CL
38
Choreo LLC
Illinois
$779K
SFC
39
Strategic Financial Concepts
Texas
$729K
PCM
40
Prelude Capital Management
New York
$666K
KAS
41
Kestra Advisory Services
Texas
$663K
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$657K
CIA
43
Capital Investment Advisors
Georgia
$654K
MNA
44
Manning & Napier Advisors
New York
$606K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$580K
PAS
46
Park Avenue Securities
New York
$554K
SIA
47
Soltis Investment Advisors
Utah
$542K
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$541K
KPWS
49
Kestra Private Wealth Services
Texas
$541K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$526K