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iShares Mortgage Real Estate ETF

122 hedge funds and large institutions have $223M invested in iShares Mortgage Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $189M → $223M (+$34.3M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

4.48% more ownership

Funds ownership: 31.01%35.49% (+4.5%)

1% more funds holding

Funds holding: 121122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

66% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $7.71M

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
38
Reduced
40
Closed
18
Calls
$2.6M
Puts
$7.71M
Net Calls
-$5.12M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$531K +$7.21K +324 +1%
AWM
52
AE Wealth Management
Kansas
$522K -$9.34K -420 -2%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$508K -$48.9K -2,197 -9%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$478K -$24.7K -1,110 -5%
Marshall Wace
55
Marshall Wace
United Kingdom
$471K +$472K +21,237 New
Mariner
56
Mariner
Kansas
$465K +$1.69K +76 +0.4%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$451K -$290K -13,047 -39%
CW
58
CreativeOne Wealth
Kansas
$429K -$423 -19 -0.1%
Citigroup
59
Citigroup
New York
$410K -$210K -9,444 -34%
AA
60
AlphaCentric Advisors
Puerto Rico
$410K +$411K +18,493 New
TSS
61
Two Sigma Securities
New York
$388K +$390K +17,512 New
PAG
62
Private Advisor Group
New Jersey
$386K -$20.3K -912 -5%
MA
63
Mutual Advisors
Nebraska
$383K -$6.7K -301 -2%
SMFG
64
Sumitomo Mitsui Financial Group
Japan
$373K
PAS
65
Park Avenue Securities
New York
$369K -$85.6K -3,850 -19%
AIM
66
Advyzon Investment Management
Illinois
$344K +$18.7K +841 +6%
CFP
67
Cascade Financial Partners
California
$321K
TRCT
68
Tower Research Capital (TRC)
New York
$320K -$787K -35,382 -71%
Comerica Bank
69
Comerica Bank
Texas
$316K -$13.6K -613 -4%
QC
70
Quadrature Capital
United Kingdom
$311K -$349K -15,710 -53%
FIM
71
FWL Investment Management
Texas
$285K +$38.5K +1,730 +16%
EWM
72
Endowment Wealth Management
Wisconsin
$277K +$12.5K +564 +5%
BCM
73
Brookstone Capital Management
Illinois
$259K -$14.8K -667 -5%
EFG
74
Ethos Financial Group
Pennsylvania
$250K +$251K +11,275 New
NS
75
NBC Securities
Alabama
$249K +$334 +15 +0.1%