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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 %
TPWA
76
Twin Peaks Wealth Advisors
California
$93.9K +$93.9K +4,241 New
FFWM
77
Future Financial Wealth Management
Ohio
$62K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$50K +$128 +6 +0.3%
MCM
79
MAI Capital Management
Ohio
$39K -$4.81K -225 -11%
FFA
80
Farther Finance Advisors
California
$32.7K +$23K +1,078 +240%
WP
81
WealthShield Partners
North Carolina
$21.4K
PS
82
Principal Securities
Iowa
$19.9K
SAM
83
Smartleaf Asset Management
Massachusetts
$19.1K +$19.1K +900 New
GRP
84
Global Retirement Partners
California
$16.7K +$16.7K +783 New
OWP
85
ORG Wealth Partners
Texas
$12.7K
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K
NA
87
NewEdge Advisors
Louisiana
$11.4K
FWP
88
FAS Wealth Partners
Kansas
$9.03K
CI
89
CX Institutional
Indiana
$9K +$112 +5 +1%
WSFS
90
Wilmington Savings Fund Society
Delaware
$8.02K
TWC
91
TD Waterhouse Canada
Ontario, Canada
$8.01K
SPIA
92
Steward Partners Investment Advisory
New York
$5.95K -$19.1K -895 -76%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$5.89K -$2.03K -95 -26%
MAWAG
94
Mid-American Wealth Advisory Group
Missouri
$5.75K +$5.75K +269 New
SL
95
Salomon & Ludwin
Virginia
$5.42K
Jones Financial Companies
96
Jones Financial Companies
Missouri
$5.22K
FFO
97
Fortitude Family Office
Arizona
$4.77K +$1.56K +73 +49%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$4.53K
AIM
99
Anchor Investment Management
South Carolina
$4.28K
IRC
100
Investors Research Corp
Georgia
$3.78K