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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 %
FFWM
76
Future Financial Wealth Management
Ohio
$62K 2,900
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$50K 2,346 +6 +0.3%
MCM
78
MAI Capital Management
Ohio
$39K 1,822 -225 -11%
FFA
79
Farther Finance Advisors
California
$32.7K 1,528 +1,078 +240%
WP
80
WealthShield Partners
North Carolina
$21.4K 1,000
PS
81
Principal Securities
Iowa
$19.9K 933
SAM
82
Smartleaf Asset Management
Massachusetts
$19.1K 900 +900 New
GRP
83
Global Retirement Partners
California
$16.7K 783 +783 New
OWP
84
ORG Wealth Partners
Texas
$12.7K 589
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K 576
NA
86
NewEdge Advisors
Louisiana
$11.4K 533
FWP
87
FAS Wealth Partners
Kansas
$9.03K 422
CI
88
CX Institutional
Indiana
$9K 402 +5 +1%
WSFS
89
Wilmington Savings Fund Society
Delaware
$8.02K 375
TWC
90
TD Waterhouse Canada
Ontario, Canada
$8.01K 375
SPIA
91
Steward Partners Investment Advisory
New York
$5.95K 279 -895 -76%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$5.89K 275 -95 -26%
MAWAG
93
Mid-American Wealth Advisory Group
Missouri
$5.75K 269 +269 New
SL
94
Salomon & Ludwin
Virginia
$5.42K 247
Jones Financial Companies
95
Jones Financial Companies
Missouri
$5.22K 246
FFO
96
Fortitude Family Office
Arizona
$4.77K 223 +73 +49%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$4.53K 212
AIM
98
Anchor Investment Management
South Carolina
$4.28K 200
IRC
99
Investors Research Corp
Georgia
$3.78K 177
PTC
100
Private Trust Company
Ohio
$3.21K 150