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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
CI
101
CX Institutional
Indiana
$10K +$1.58K +71 +18%
FWP
102
FAS Wealth Partners
Kansas
$9.37K
AA
103
Ancora Advisors
Ohio
$8.87K +$8.9K +400 New
WSFS
104
Wilmington Savings Fund Society
Delaware
$8.32K
Simplex Trading
105
Simplex Trading
Illinois
$7.61K -$91.5K -4,114 -92%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.88K -$6.92K -311 -54%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$5.72K +$267 +12 +5%
SL
108
Salomon & Ludwin
Virginia
$5.58K
AIM
109
Anchor Investment Management
South Carolina
$4.44K
IRC
110
Investors Research Corp
Georgia
$3.95K
GSWM
111
Golden State Wealth Management
California
$3.51K +$133 +6 +4%
PTC
112
Private Trust Company
Ohio
$3.33K
SWM
113
Spire Wealth Management
Virginia
$2.13K
PA
114
Parallel Advisors
California
$2.02K
Russell Investments Group
115
Russell Investments Group
United Kingdom
$1.64K
AF
116
Allworth Financial
California
$1.59K -$19.6K -883 -92%
DFA
117
DHJJ Financial Advisors
Illinois
$1.11K
VNA
118
Valley National Advisers
Pennsylvania
$1K
BTI
119
Blue Trust Inc
Georgia
$887
LGWM
120
Litman Gregory Wealth Management
California
$555 +$556 +25 New
VEA
121
Virtus ETF Advisers
New York
$510
AAP
122
Arax Advisory Partners
Colorado
$67 +$67 +3 New
BIA
123
Barry Investment Advisors
Massachusetts
-$3.13M -142,355 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
-$1.8M -81,123 Closed
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
-$976K -44,414 Closed