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iShares Mortgage Real Estate ETF

175 hedge funds and large institutions have $436M invested in iShares Mortgage Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+30
Holders Change %
+20.69%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
41
Reduced
52
Closed
14
Calls
$3.54M
Puts
$4.55M
Net Calls
-$1.01M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
51
Mariner
Kansas
$1.02M
Allianz Asset Management
52
Allianz Asset Management
Germany
$956K +$956K +30,000 New
HIP
53
HUB Investment Partners
Texas
$940K +$940K +36,472 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$934K -$10.6K -334 -1%
TLFA
55
True Link Financial Advisors
California
$867K +$867K +27,210 New
TNBTD
56
Trustmark National Bank Trust Department
Mississippi
$860K -$121K -3,812 -12%
RT
57
Rockland Trust
Massachusetts
$819K -$200K -6,276 -20%
TCA
58
Transcend Capital Advisors
New Jersey
$803K +$453K +14,235 +130%
RWP
59
RWA Wealth Partners
Massachusetts
$795K -$310K -9,731 -28%
BRWA
60
B. Riley Wealth Advisors
Florida
$749K -$21K -660 -3%
PFO
61
Pathstone Family Office
New Jersey
$719K +$305K +9,568 +74%
BWM
62
BerganKDV Wealth Management
Minnesota
$717K -$227K -7,129 -24%
LCAM
63
London & Capital Asset Management
United Kingdom
$701K
PAS
64
Park Avenue Securities
New York
$694K -$241K -7,552 -26%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$691K +$691K +21,677 New
SIC
66
Samalin Investment Counsel
New York
$678K +$46.6K +1,462 +7%
MCM
67
Monument Capital Management
Virginia
$649K +$649K +20,378 New
Truist Financial
68
Truist Financial
North Carolina
$610K -$320K -10,038 -34%
TC
69
Telemus Capital
Michigan
$605K +$605K +19,001 New
SWM
70
Sculati Wealth Management
Michigan
$595K +$159K +5,000 +37%
SF
71
Symphony Financial
Texas
$583K -$1.45K -47 -0.2%
SIAG
72
Safeguard Investment Advisory Group
California
$570K +$570K +17,908 New
AWM
73
AE Wealth Management
Kansas
$557K -$82.9K -2,605 -13%
SCA
74
SMH Capital Advisors
Texas
$542K
CCA
75
Catalyst Capital Advisors
New York
$538K -$478K -15,000 -47%