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iShares Mortgage Real Estate ETF

122 hedge funds and large institutions have $223M invested in iShares Mortgage Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $189M → $223M (+$34.3M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

4.48% more ownership

Funds ownership: 31.01%35.49% (+4.5%)

1% more funds holding

Funds holding: 121122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

66% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $7.71M

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
38
Reduced
40
Closed
18
Calls
$2.6M
Puts
$7.71M
Net Calls
-$5.12M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$244K -$84.5K -3,799 -26%
HHRDM
77
H&H Retirement Design & Management
Nevada
$243K +$240K +10,780 New
IA
78
IFP Advisors
Florida
$225K +$1.94K +87 +0.9%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$189K -$32.2K -1,446 -15%
FFO
80
Fortitude Family Office
Arizona
$183K +$9.56K +430 +6%
JP Morgan Chase
81
JP Morgan Chase
New York
$156K +$16.6K +745 +12%
US Bancorp
82
US Bancorp
Minnesota
$155K +$155K +6,975 New
MA
83
MCF Advisors
Kentucky
$143K
TCM
84
Triumph Capital Management
Colorado
$117K +$117K +5,268 New
JWCA
85
J.W. Cole Advisors
Florida
$112K +$23.2K +1,041 +8%
ME
86
McIlrath & Eck
Washington
$78.5K +$78.7K +3,540 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$41K -$1.8K -81 -4%
MCM
88
MAI Capital Management
Ohio
$40.4K
SIS
89
Sound Income Strategies
Florida
$38.4K +$35.6K +1,600 New
PUI
90
Purpose Unlimited Inc
$35.3K +$35.5K +1,595 New
GRP
91
Global Retirement Partners
California
$28.8K +$245 +11 +0.9%
MGI
92
Miller Global Investments
Texas
$25.8K +$25.8K +1,161 New
FFA
93
Farther Finance Advisors
California
$22.8K +$22 +1 +0.1%
WP
94
WealthShield Partners
North Carolina
$22.2K
T
95
Transce3nd
Texas
$19.1K -$222 -10 -1%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$18.7K +$6.07K +273 +48%
TAM
97
Tucker Asset Management
Colorado
$18.4K +$18.4K +828 New
SA
98
Strategic Advocates
Utah
$13.3K
OWP
99
ORG Wealth Partners
Texas
$13.1K
NA
100
NewEdge Advisors
Louisiana
$11.8K