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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
Wealthfront Advisers
51
Wealthfront Advisers
California
$502K -$314K -13,987 -37%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$492K
GSEP
53
Golden State Equity Partners
California
$457K +$478K +21,299 New
AFA
54
Antonelli Financial Advisors
Michigan
$438K +$458K +20,403 New
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$436K
CW
56
CreativeOne Wealth
Kansas
$435K +$20.4K +908 +5%
Mariner
57
Mariner
Kansas
$407K -$44.9K -2,000 -10%
Citigroup
58
Citigroup
New York
$398K +$1.12K +50 +0.3%
AWM
59
AE Wealth Management
Kansas
$378K -$132K -5,895 -25%
PAG
60
Private Advisor Group
New Jersey
$371K -$2K -89 -0.5%
SMFG
61
Sumitomo Mitsui Financial Group
Japan
$361K
MA
62
Mutual Advisors
Nebraska
$347K -$24.7K -1,100 -6%
JWCA
63
J.W. Cole Advisors
Florida
$316K +$23.4K +1,044 +8%
CFP
64
Cascade Financial Partners
California
$310K
FIM
65
FWL Investment Management
Texas
$304K +$29.5K +1,314 +10%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$288K +$301K +13,394 New
Lido Advisors
67
Lido Advisors
California
$282K -$2.97M -132,211 -91%
EWM
68
Endowment Wealth Management
Wisconsin
$271K +$2.56K +114 +0.9%
BCM
69
Brookstone Capital Management
Illinois
$244K -$7.59K -338 -3%
EFG
70
Ethos Financial Group
Pennsylvania
$242K
NS
71
NBC Securities
Alabama
$241K
SAS
72
Sage Advisory Services
Texas
$223K +$233K +10,385 New
QCM
73
Quantinno Capital Management
New York
$214K +$224K +9,977 New
IA
74
IFP Advisors
Florida
$213K -$4.51K -201 -2%
SOS
75
Silver Oak Securities
Tennessee
$213K -$24.6K -1,096 -10%