We are live on ! Find out more
REM icon

iShares Mortgage Real Estate ETF

119 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

1.17% more ownership

Funds ownership: 35.49%36.66% (+1.2%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

2% less funds holding

Funds holding: 122119 (-3)

9% less capital invested

Capital invested by funds: $223M → $202M (-$20.7M)

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
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
35
Reduced
39
Closed
19
Calls
$3.38M
Puts
$6.94M
Net Calls
-$3.56M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$23.6M +$24.6M +1,097,500 New
Wells Fargo
2
Wells Fargo
California
$23.1M -$12.5M -556,905 -34%
Morgan Stanley
3
Morgan Stanley
New York
$21.2M +$3.98M +177,278 +22%
ECM
4
Evergreen Capital Management
Washington
$14.3M +$7.23M +321,992 +93%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$12.7M +$13.3M +591,640 New
Bank of America
6
Bank of America
North Carolina
$12.5M +$770K +34,299 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.58M -$859K -38,248 -10%
LPL Financial
8
LPL Financial
California
$7.31M +$820K +36,536 +12%
AF
9
Advisornet Financial
Minnesota
$6.19M +$148K +6,577 +2%
FIA
10
Foundations Investment Advisors
Arizona
$4.9M -$788K -35,084 -13%
VAG
11
VisionPoint Advisory Group
Texas
$4.48M +$13.7K +609 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$4.39M -$2.39M -106,464 -34%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.41M +$2.94M +130,819 +468%
IFG
14
Independent Financial Group
California
$3.34M +$515K +22,911 +17%
CG
15
Cynosure Group
Utah
$2.83M +$159K +7,081 +6%
Raymond James Financial
16
Raymond James Financial
Florida
$2.69M +$426K +18,989 +18%
UBS Group
17
UBS Group
Switzerland
$2.54M -$1.03M -46,009 -28%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.47M +$817K +36,365 +46%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.46M +$368K +16,392 +17%
BIM
20
Bridges Investment Management
Nebraska
$2.05M +$33K +1,469 +2%
HI
21
Harbour Investments
Wisconsin
$1.96M +$24.9K +1,109 +1%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.91M -$588K -26,181 -23%
Citadel Advisors
23
Citadel Advisors
Florida
$1.81M -$1.59M -70,806 -46%
MLM
24
Mount Lucas Management
Pennsylvania
$1.35M -$1.59M -70,608 -53%
Goldman Sachs
25
Goldman Sachs
New York
$1.34M +$1.41M +62,575 New