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iShares Mortgage Real Estate ETF

126 hedge funds and large institutions have $185M invested in iShares Mortgage Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

14% less capital invested

Capital invested by funds: $215M → $185M (-$29.4M)

25% less call options, than puts

Call options by funds: $5.52M | Put options by funds: $7.34M

33% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 48

Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.52M
Puts
$7.34M
Net Calls
Net Calls Change

Top Buyers

1 +$18.5M
2 +$8.54M
3 +$5.73M
4
DWM
Drive Wealth Management
Utah
+$1.61M
5
Osaic Holdings
Osaic Holdings
Arizona
+$905K
Name Holding Trade Value Shares
Change
Change in
Stake
51
$425K
52
$412K
53
$400K
54
$394K
55
$371K
56
$366K
57
$357K
58
$352K
59
$349K
60
$348K
61
$329K
62
$319K
63
$310K
64
$300K
65
$295K
66
$291K
67
$289K
68
$288K
69
$284K
70
$272K
71
$270K
72
$264K
73
$259K
74
$258K
75
$256K