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iShares Mortgage Real Estate ETF

118 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

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
118
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
$3.38M
Puts
$6.94M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
101
ORG Wealth Partners
Texas
$12.6K
CI
102
CX Institutional
Indiana
$9K
WSFS
103
Wilmington Savings Fund Society
Delaware
$8.05K
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.69K
SL
105
Salomon & Ludwin
Virginia
$5.34K
AIM
106
Anchor Investment Management
South Carolina
$4.29K
IRC
107
Investors Research Corp
Georgia
$3.82K
GSWM
108
Golden State Wealth Management
California
$3.42K
PTC
109
Private Trust Company
Ohio
$3.22K
SWM
110
Spire Wealth Management
Virginia
$2.06K
PA
111
Parallel Advisors
California
$1.95K
AF
112
Allworth Financial
California
$1.55K
Russell Investments Group
113
Russell Investments Group
United Kingdom
$1.29K
DFA
114
DHJJ Financial Advisors
Illinois
$1.07K
VNA
115
Valley National Advisers
Pennsylvania
$1K
VEA
116
Virtus ETF Advisers
New York
$515
SS
117
SBI Securities
Japan
$386
AAP
118
Arax Advisory Partners
Colorado
$65
Two Sigma Investments
119
Two Sigma Investments
New York
CF
120
Clarity Financial
Texas
Kovitz Investment Group Partners
121
Kovitz Investment Group Partners
Illinois
TPA
122
Trivium Point Advisory
Connecticut
PIWA
123
Prevail Innovative Wealth Advisors
Kansas
Macquarie Group
124
Macquarie Group
Australia
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom