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iShares Mortgage Real Estate ETF

126 hedge funds and large institutions have $185M invested in iShares Mortgage Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

14% less capital invested

Capital invested by funds: $215M → $185M (-$29.4M)

25% less call options, than puts

Call options by funds: $5.52M | Put options by funds: $7.34M

33% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 48

Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.52M
Puts
$7.34M
Net Calls
Net Calls Change

Top Buyers

1 +$18.5M
2 +$8.54M
3 +$5.73M
4
DWM
Drive Wealth Management
Utah
+$1.61M
5
Osaic Holdings
Osaic Holdings
Arizona
+$905K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$28.7M
2
$18.5M
3
$16.8M
4
$15.1M
5
$9.72M
6
$6.28M
7
$5.73M
8
$5.58M
9
$5.16M
10
$5.16M
11
$4.61M
12
$3.63M
13
$3.36M
14
$3.27M
15
$3.11M
16
$2.72M
17
$2.65M
18
$2.07M
19
$1.91M
20
$1.69M
21
$1.64M
22
$1.62M
23
$1.61M
24
$1.6M
25
$1.59M