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iShares Mortgage Real Estate ETF

110 hedge funds and large institutions have $177M 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, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-10
Holders Change %
-8.33%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
42
Reduced
33
Closed
20
Calls
$3.17M
Puts
$4.69M
Net Calls
-$1.52M
Net Calls Change
-$946K
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$477K +$136K +6,342 +40%
NWM
52
Napa Wealth Management
California
$474K +$18.1K +847 +4%
Mariner
53
Mariner
Kansas
$446K -$216K -10,081 -33%
PAG
54
Private Advisor Group
New Jersey
$402K -$734K -34,351 -65%
BCM
55
Brookstone Capital Management
Illinois
$397K -$83.4K -3,900 -17%
Citigroup
56
Citigroup
New York
$395K +$1.28K +60 +0.3%
MA
57
Mutual Advisors
Nebraska
$392K -$50.3K -2,250 -11%
CW
58
CreativeOne Wealth
Kansas
$387K +$42.1K +1,968 +12%
CFP
59
Cascade Financial Partners
California
$373K
SOS
60
Silver Oak Securities
Tennessee
$329K +$9.49K +444 +3%
JWCA
61
J.W. Cole Advisors
Florida
$323K +$323K +15,104 New
Comerica Bank
62
Comerica Bank
Texas
$318K +$35.3K +1,651 +12%
AIM
63
Advyzon Investment Management
Illinois
$313K +$5.47K +256 +2%
SMFG
64
Sumitomo Mitsui Financial Group
Japan
$304K
FIM
65
FWL Investment Management
Texas
$301K -$103K -4,830 -26%
Lido Advisors
66
Lido Advisors
California
$270K +$2.48K +116 +0.9%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$240K -$95.1K -4,448 -28%
NS
68
NBC Securities
Alabama
$240K
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$234K -$312K -14,603 -57%
Stifel Financial
70
Stifel Financial
Missouri
$233K +$233K +10,881 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$221K +$2.42K +113 +1%
IA
72
IFP Advisors
Florida
$219K -$27.3K -1,276 -11%
EWM
73
Endowment Wealth Management
Wisconsin
$205K +$205K +9,565 New
MA
74
MCF Advisors
Kentucky
$138K
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$106K -$51.6K -2,412 -33%