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iShares Mortgage Real Estate ETF

111 hedge funds and large institutions have $178M invested in iShares Mortgage Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

32% less call options, than puts

Call options by funds: $3.17M | Put options by funds: $4.69M

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.17M
Puts
$4.69M
Net Calls
Net Calls Change

Top Sellers

1 -$13.1M
2 -$8.44M
3 -$5.41M
4
Man Group
Man Group
United Kingdom
-$3.52M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$106K
TPWA
77
Twin Peaks Wealth Advisors
California
$93.9K
FFWM
78
Future Financial Wealth Management
Ohio
$62K
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$50K
MCM
80
MAI Capital Management
Ohio
$39K
FFA
81
Farther Finance Advisors
California
$32.7K
WP
82
WealthShield Partners
North Carolina
$21.4K
PS
83
Principal Securities
Iowa
$19.9K
SAM
84
Smartleaf Asset Management
Massachusetts
$19.1K
GRP
85
Global Retirement Partners
California
$16.7K
OWP
86
ORG Wealth Partners
Texas
$12.7K
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K
NA
88
NewEdge Advisors
Louisiana
$11.4K
FWP
89
FAS Wealth Partners
Kansas
$9.03K
CI
90
CX Institutional
Indiana
$9K
WSFS
91
Wilmington Savings Fund Society
Delaware
$8.02K
TWC
92
TD Waterhouse Canada
Ontario, Canada
$8.01K
SPIA
93
Steward Partners Investment Advisory
New York
$5.95K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$5.89K
MAWAG
95
Mid-American Wealth Advisory Group
Missouri
$5.75K
SL
96
Salomon & Ludwin
Virginia
$5.42K
Jones Financial Companies
97
Jones Financial Companies
Missouri
$5.22K
FFO
98
Fortitude Family Office
Arizona
$4.77K
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$4.53K
AIM
100
Anchor Investment Management
South Carolina
$4.28K