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iShares Mortgage Real Estate ETF

120 hedge funds and large institutions have $206M invested in iShares Mortgage Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-3
Holders Change %
-2.44%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
44
Reduced
38
Closed
13
Calls
$5.55M
Puts
$6.12M
Net Calls
-$569K
Net Calls Change
+$8.69M
Name Holding Trade Value Shares
Change
Shares
Change %
NS
76
NBC Securities
Alabama
$252K +$252K +11,220 +102,000%
Cerity Partners
77
Cerity Partners
New York
$250K
Goldman Sachs
78
Goldman Sachs
New York
$246K +$33.9K +1,511 +16%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$230K -$25.6K -1,139 -10%
SIAG
80
Safeguard Investment Advisory Group
California
$201K -$19.1K -850 -9%
Simplex Trading
81
Simplex Trading
Illinois
$198K -$302K -13,445 -60%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$166K -$672K -29,955 -80%
MA
83
MCF Advisors
Kentucky
$145K
FFWM
84
Future Financial Wealth Management
Ohio
$65.1K -$157K -7,000 -71%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$53K +$5.12K +226 +11%
PFM
86
Phillips Financial Management
Indiana
$51.3K +$51.3K +2,287 New
MCM
87
MAI Capital Management
Ohio
$45.9K
SPIA
88
Steward Partners Investment Advisory
New York
$26.3K +$22 +1 +0.1%
WP
89
WealthShield Partners
North Carolina
$22.4K
PS
90
Principal Securities
Iowa
$19.9K
OWP
91
ORG Wealth Partners
Texas
$13.2K
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K
NA
93
NewEdge Advisors
Louisiana
$12K
FFA
94
Farther Finance Advisors
California
$10.1K -$5.01K -224 -33%
FWP
95
FAS Wealth Partners
Kansas
$9.48K +$45 +2 +0.5%
Group One Trading
96
Group One Trading
Illinois
$9.2K -$8.03K -358 -47%
CI
97
CX Institutional
Indiana
$9K +$9K +397 New
WSFS
98
Wilmington Savings Fund Society
Delaware
$8.42K
TWC
99
TD Waterhouse Canada
Ontario, Canada
$8.35K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$8.31K -$3.1K -138 -27%