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iShares Mortgage Real Estate ETF

119 hedge funds and large institutions have $202M invested in iShares Mortgage Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 35.49%36.66% (+1.2%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

2% less funds holding

Funds holding: 122119 (-3)

9% less capital invested

Capital invested by funds: $223M → $202M (-$20.7M)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

51% less call options, than puts

Call options by funds: $3.38M | Put options by funds: $6.94M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
35
Reduced
39
Closed
19
Calls
$3.38M
Puts
$6.94M
Net Calls
-$3.56M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
76
Fortitude Family Office
Arizona
$201K +$25.1K +1,118 +14%
AA
77
AlphaCentric Advisors
Puerto Rico
$195K -$211K -9,398 -51%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$181K -$1.32K -59 -0.7%
ACM
79
Anfield Capital Management
California
$173K +$181K +8,051 New
US Bancorp
80
US Bancorp
Minnesota
$150K
MA
81
MCF Advisors
Kentucky
$139K
TRCT
82
Tower Research Capital (TRC)
New York
$134K -$184K -8,193 -57%
FFA
83
Farther Finance Advisors
California
$131K +$114K +5,084 +494%
TCM
84
Triumph Capital Management
Colorado
$112K -$1.03K -46 -0.9%
TPWA
85
Twin Peaks Wealth Advisors
California
$91.1K +$95.2K +4,241 New
ATS
86
Ashton Thomas Securities
New York
$42.9K +$44.9K +2,000 New
EI
87
EFG International
$42.9K +$44.9K +2,000 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$37.5K -$2.47K -110 -6%
ASN
89
Advisory Services Network
Georgia
$36.8K +$38.5K +1,713 New
SIM
90
Synergy Investment Management
Florida
$35.6K +$37.2K +1,658 New
SIS
91
Sound Income Strategies
Florida
$34.2K
MCM
92
MAI Capital Management
Ohio
$34.1K -$5.3K -236 -13%
JP Morgan Chase
93
JP Morgan Chase
New York
$32.1K -$123K -5,494 -78%
PUI
94
Purpose Unlimited Inc
$27.1K -$7.34K -327 -21%
SFS
95
Sunrise Financial Services
Washington
$25.9K +$27K +1,204 New
MGI
96
Miller Global Investments
Texas
$23.2K -$1.77K -79 -7%
WP
97
WealthShield Partners
North Carolina
$21.5K
MG
98
Mather Group
Illinois
$16.9K +$17.7K +786 New
T
99
Transce3nd
Texas
$16K -$1.21K -54 -7%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$12.7K -$5.7K -254 -30%