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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
Wells Fargo
1
Wells Fargo
California
$36.2M -$19.5K -877 -0.1%
Two Sigma Investments
2
Two Sigma Investments
New York
$26.4M +$26.5M +1,191,258 New
Morgan Stanley
3
Morgan Stanley
New York
$18M +$1.04M +46,866 +6%
Bank of America
4
Bank of America
North Carolina
$12.2M +$201K +9,028 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.68M +$36.4K +1,635 +0.4%
ECM
6
Evergreen Capital Management
Washington
$7.64M +$199K +8,965 +3%
Ameriprise
7
Ameriprise
Minnesota
$6.89M +$511K +22,981 +8%
LPL Financial
8
LPL Financial
California
$6.74M +$1.27M +57,229 +23%
AF
9
Advisornet Financial
Minnesota
$6.25M +$6.27M +281,893 New
FIA
10
Foundations Investment Advisors
Arizona
$5.84M +$5.86M +263,352 New
CF
11
Clarity Financial
Texas
$5.47M -$223K -10,028 -4%
VAG
12
VisionPoint Advisory Group
Texas
$4.62M -$7.05K -317 -0.2%
UBS Group
13
UBS Group
Switzerland
$3.65M +$584K +26,257 +19%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$3.62M +$3.63M +163,402 New
TPA
15
Trivium Point Advisory
Connecticut
$3.58M -$129K -5,818 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$3.45M +$2.69M +121,059 +353%
Man Group
17
Man Group
United Kingdom
$3.41M +$3.42M +153,690 New
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$3.27M +$250K +11,245 +8%
Lido Advisors
19
Lido Advisors
California
$3.22M +$2.95M +132,777 +1,056%
MLM
20
Mount Lucas Management
Pennsylvania
$2.96M +$146K +6,584 +5%
IFG
21
Independent Financial Group
California
$2.94M +$115K +5,158 +4%
CG
22
Cynosure Group
Utah
$2.76M -$232K -10,445 -8%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.55M -$112K -5,024 -4%
Raymond James Financial
24
Raymond James Financial
Florida
$2.36M -$59.9K -2,694 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.17M +$281K +12,645 +15%