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iShares Mortgage Real Estate ETF

121 hedge funds and large institutions have $220M invested in iShares Mortgage Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

66% less call options, than puts

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

Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.6M
Puts
$7.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
101
FAS Wealth Partners
Kansas
$9.37K
AA
102
Ancora Advisors
Ohio
$8.87K
WSFS
103
Wilmington Savings Fund Society
Delaware
$8.32K
Simplex Trading
104
Simplex Trading
Illinois
$7.61K
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.88K
Jones Financial Companies
106
Jones Financial Companies
Missouri
$5.72K
SL
107
Salomon & Ludwin
Virginia
$5.58K
AIM
108
Anchor Investment Management
South Carolina
$4.44K
IRC
109
Investors Research Corp
Georgia
$3.95K
GSWM
110
Golden State Wealth Management
California
$3.51K
PTC
111
Private Trust Company
Ohio
$3.33K
SWM
112
Spire Wealth Management
Virginia
$2.13K
PA
113
Parallel Advisors
California
$2.02K
Russell Investments Group
114
Russell Investments Group
United Kingdom
$1.64K
AF
115
Allworth Financial
California
$1.59K
DFA
116
DHJJ Financial Advisors
Illinois
$1.11K
VNA
117
Valley National Advisers
Pennsylvania
$1K
BTI
118
Blue Trust Inc
Georgia
$887
LGWM
119
Litman Gregory Wealth Management
California
$555
VEA
120
Virtus ETF Advisers
New York
$510
AAP
121
Arax Advisory Partners
Colorado
$67
BIA
122
Barry Investment Advisors
Massachusetts
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
SFC
125
Strategic Financial Concepts
Texas