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iShares Mortgage Real Estate ETF

174 hedge funds and large institutions have $429M invested in iShares Mortgage Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+29
Holders Change %
+20%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
41
Increased
73
Reduced
34
Closed
11
Calls
$2.22M
Puts
$4.6M
Net Calls
-$2.38M
Net Calls Change
-$746K
Name Holding Trade Value Shares
Change
Shares
Change %
WS
51
Wedbush Securities
California
$1.64M +$44.7K +1,004 +3%
SAS
52
Sage Advisory Services
Texas
$1.55M +$59.4K +1,333 +4%
TA
53
TCG Advisors
Texas
$1.55M +$157K +3,528 +11%
Millennium Management
54
Millennium Management
New York
$1.46M +$1.46M +32,862 New
IC
55
IEQ Capital
California
$1.41M +$1.41M +31,551 New
RT
56
Rockland Trust
Massachusetts
$1.37M +$74K +1,661 +6%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$1.26M +$51.6K +1,159 +4%
VI
58
Vestcor Inc
New Brunswick, Canada
$1.14M +$1.14M +25,500 New
CCA
59
Catalyst Capital Advisors
New York
$1.09M +$338K +7,600 +45%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$1.08M +$16.9K +379 +2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.08M +$1.08M +24,322 New
VF
62
Virtu Financial
New York
$1.06M +$1.06M +23,751 New
Goldman Sachs
63
Goldman Sachs
New York
$1.03M +$211K +4,735 +26%
Truist Financial
64
Truist Financial
North Carolina
$912K +$668K +15,000 +274%
RIA
65
Regal Investment Advisors
Michigan
$907K -$154K -3,469 -15%
QCIG
66
Quad-Cities Investment Group
Iowa
$876K +$20.5K +462 +2%
LA
67
LexAurum Advisors
Kansas
$861K +$20.6K +462 +2%
BWM
68
BerganKDV Wealth Management
Minnesota
$838K +$282K +6,343 +51%
PAS
69
Park Avenue Securities
New York
$830K +$830K +18,631 New
SCA
70
SMH Capital Advisors
Texas
$763K +$134 +3 +0%
Creative Planning
71
Creative Planning
Kansas
$727K +$123K +2,773 +20%
JPLA
72
Joseph P. Lucia & Associates
New York
$700K +$136K +3,045 +24%
FAAS
73
First Allied Advisory Services
California
$697K -$6.32K -141 -0.9%
BWA
74
Beam Wealth Advisors
Louisiana
$680K +$680K +15,262 New
HighTower Advisors
75
HighTower Advisors
Illinois
$672K +$672K +15,150 New