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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
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
$5.55M
Puts
$6.12M
Net Calls
Net Calls Change

Top Buyers

1 +$13.1M
2 +$8.44M
3 +$5.99M
4
TC
TownSquare Capital
Utah
+$5.41M
5
Wells Fargo
Wells Fargo
California
+$3.88M

Top Sellers

1 -$3.69M
2 -$2.42M
3 -$2.24M
4
DWM
Drive Wealth Management
Utah
-$1.58M
5
UBS Group
UBS Group
Switzerland
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
101
Macquarie Group
Australia
$6.67K
SIM
102
Synergy Investment Management
Florida
$6K
SL
103
Salomon & Ludwin
Virginia
$5.54K
Jones Financial Companies
104
Jones Financial Companies
Missouri
$5.44K
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$4.76K
AIM
106
Anchor Investment Management
South Carolina
$4.49K
IRC
107
Investors Research Corp
Georgia
$3.97K
FFO
108
Fortitude Family Office
Arizona
$3.37K
PTC
109
Private Trust Company
Ohio
$3.37K
GSWM
110
Golden State Wealth Management
California
$3.27K
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$2.91K
Russell Investments Group
112
Russell Investments Group
United Kingdom
$2.18K
SWM
113
Spire Wealth Management
Virginia
$2.16K
PA
114
Parallel Advisors
California
$2.04K
PPWM
115
PFG Private Wealth Management
Florida
$1.37K
AF
116
Allworth Financial
California
$1.36K
DFA
117
DHJJ Financial Advisors
Illinois
$1.12K
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$202
N
119
Natixis
France
$112
AAP
120
Arax Advisory Partners
Colorado
$68
MAWAG
121
Mid-American Wealth Advisory Group
Missouri
AGM
122
Alpine Global Management
New York
SSA
123
Schonfeld Strategic Advisors
New York
PAS
124
Park Avenue Securities
New York
SF
125
Symphony Financial
Texas