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iShares Mortgage Real Estate ETF

109 hedge funds and large institutions have $176M invested in iShares Mortgage Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
109
Holders Change
-11
Holders Change %
-9.17%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
42
Reduced
32
Closed
19
Calls
$766K
Puts
$3.19M
Net Calls
-$2.42M
Net Calls Change
-$1.85M
Name Market Value Shares Shares
Change
Shares
Change %
NWM
51
Napa Wealth Management
California
$474K 22,193 +847 +4%
Mariner
52
Mariner
Kansas
$446K 20,854 -10,081 -33%
PAG
53
Private Advisor Group
New Jersey
$402K 18,788 -34,351 -65%
BCM
54
Brookstone Capital Management
Illinois
$397K 18,578 -3,900 -17%
Citigroup
55
Citigroup
New York
$395K 18,497 +60 +0.3%
MA
56
Mutual Advisors
Nebraska
$392K 17,550 -2,250 -11%
CW
57
CreativeOne Wealth
Kansas
$387K 18,098 +1,968 +12%
CFP
58
Cascade Financial Partners
California
$373K 17,450
SOS
59
Silver Oak Securities
Tennessee
$329K 15,384 +444 +3%
JWCA
60
J.W. Cole Advisors
Florida
$323K 15,104 +15,104 New
Comerica Bank
61
Comerica Bank
Texas
$318K 14,880 +1,651 +12%
AIM
62
Advyzon Investment Management
Illinois
$313K 14,646 +256 +2%
SMFG
63
Sumitomo Mitsui Financial Group
Japan
$304K 14,223
FIM
64
FWL Investment Management
Texas
$301K 14,061 -4,830 -26%
Lido Advisors
65
Lido Advisors
California
$270K 12,637 +116 +0.9%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$240K 11,225 -4,448 -28%
NS
67
NBC Securities
Alabama
$240K 11,231
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$234K 10,950 -14,603 -57%
Stifel Financial
69
Stifel Financial
Missouri
$233K 10,881 +10,881 New
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$221K 10,340 +113 +1%
IA
71
IFP Advisors
Florida
$219K 10,243 -1,276 -11%
EWM
72
Endowment Wealth Management
Wisconsin
$205K 9,565 +9,565 New
MA
73
MCF Advisors
Kentucky
$138K 6,453
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$106K 4,980 -2,412 -33%
TPWA
75
Twin Peaks Wealth Advisors
California
$93.9K 4,241 +4,241 New