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iShares Mortgage Real Estate ETF

119 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

1.17% more ownership

Funds ownership: 35.49%36.66% (+1.2%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

2% less funds holding

Funds holding: 122119 (-3)

9% less capital invested

Capital invested by funds: $223M → $202M (-$20.7M)

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
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
35
Reduced
39
Closed
19
Calls
$3.38M
Puts
$6.94M
Net Calls
-$3.56M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
I
26
INVST
Indiana
$1.07M +$86.4K +3,847 +8%
IWM
27
IHT Wealth Management
Illinois
$1.07M +$29.4K +1,307 +3%
PCP
28
Proficio Capital Partners
Massachusetts
$1.05M -$13.4K -595 -1%
Stifel Financial
29
Stifel Financial
Missouri
$1.04M +$11.4K +508 +1%
ACM
30
Arlington Capital Management
Illinois
$1.01M +$24.8K +1,105 +2%
Truist Financial
31
Truist Financial
North Carolina
$917K +$959K +42,717 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$916K +$57.7K +2,571 +6%
TI
33
Tidal Investments
Wisconsin
$914K
FFA
34
First Foundation Advisors
California
$912K +$180 +8 +0%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$857K +$6.33K +282 +0.7%
Man Group
36
Man Group
United Kingdom
$848K -$2.56M -114,185 -74%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$787K +$53.9K +2,400 +7%
CL
38
Choreo LLC
Illinois
$779K -$129K -5,755 -14%
SFC
39
Strategic Financial Concepts
Texas
$729K +$763K +33,954 New
PCM
40
Prelude Capital Management
New York
$666K -$1.1M -48,998 -61%
KAS
41
Kestra Advisory Services
Texas
$663K +$156K +6,928 +29%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$657K
CIA
43
Capital Investment Advisors
Georgia
$654K -$19.4K -864 -3%
MNA
44
Manning & Napier Advisors
New York
$606K -$93.8K -4,176 -13%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$580K +$606K +26,993 New
PAS
46
Park Avenue Securities
New York
$554K +$206K +9,174 +55%
SIA
47
Soltis Investment Advisors
Utah
$542K -$722K -32,156 -56%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$541K -$12.4K -553 -2%
KPWS
49
Kestra Private Wealth Services
Texas
$541K +$16.6K +741 +3%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$526K +$66.8K +2,973 +14%