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iShares Mortgage Real Estate ETF

179 hedge funds and large institutions have $555M invested in iShares Mortgage Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
60
Reduced
61
Closed
22
Calls
$4.7M
Puts
$6.01M
Net Calls
-$1.31M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
51
Mariner
Kansas
$1.15M -$39.4K -1,061 -3%
SWM
52
Sculati Wealth Management
Michigan
$1.12M +$80.6K +2,171 +8%
TLFA
53
True Link Financial Advisors
California
$1.01M -$557 -15 -0.1%
Creative Planning
54
Creative Planning
Kansas
$992K +$753K +20,296 +315%
RIA
55
Regal Investment Advisors
Michigan
$981K +$981K +26,434 New
PAS
56
Park Avenue Securities
New York
$951K -$284K -7,649 -23%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$917K +$117K +3,162 +15%
Truist Financial
58
Truist Financial
North Carolina
$910K +$270K +7,272 +42%
RT
59
Rockland Trust
Massachusetts
$909K -$17.3K -466 -2%
PFO
60
Pathstone Family Office
New Jersey
$889K +$12.8K +345 +1%
HI
61
Harbour Investments
Wisconsin
$858K +$84.1K +2,265 +11%
BRWA
62
B. Riley Wealth Advisors
Florida
$857K -$7.06K -190 -0.8%
OPA
63
Old Port Advisors
Maine
$820K +$355K +9,942 +76%
LCAM
64
London & Capital Asset Management
United Kingdom
$817K
Jane Street
65
Jane Street
New York
$752K +$266K +7,170 +55%
BAAM
66
Baker Avenue Asset Management
California
$750K +$750K +20,215 New
HIP
67
HUB Investment Partners
Texas
$722K -$46K -1,240 -6%
SIC
68
Samalin Investment Counsel
New York
$707K -$99.2K -2,670 -12%
SIAG
69
Safeguard Investment Advisory Group
California
$706K +$92.3K +2,489 +15%
SF
70
Symphony Financial
Texas
$683K -$19K -513 -3%
FFWM
71
Future Financial Wealth Management
Ohio
$656K +$47.5K +1,280 +8%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$629K -$1.38M -37,126 -69%
FM
73
Family Management
New York
$614K -$83.9K -2,260 -12%
TRCT
74
Tower Research Capital (TRC)
New York
$610K +$610K +16,441 New
Ameriprise
75
Ameriprise
Minnesota
$594K -$3.2M -86,274 -84%