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iShares Mortgage Real Estate ETF

117 hedge funds and large institutions have $190M invested in iShares Mortgage Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 19 closing their positions.

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
35
Reduced
38
Closed
19
Calls
$8.42M
Puts
$20M
Net Calls
-$11.6M
Net Calls Change
+$8.73M
Name Market Value Shares Shares
Change
Shares
Change %
WWG
51
West Wealth Group
California
$452K 19,163 +19,163 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$437K 18,496 -5,682 -24%
HIP
53
HUB Investment Partners
Texas
$426K 18,054 -224 -1%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$424K 17,966 -6,826 -28%
CP
55
Castleview Partners
Texas
$392K 16,589 +551 +3%
PFO
56
Pathstone Family Office
New Jersey
$367K 15,538 +70 +0.5%
TI
57
Trexquant Investment
Connecticut
$365K 15,447 +15,447 New
CW
58
CreativeOne Wealth
Kansas
$364K 15,422 +2,055 +15%
TPWA
59
TRUE Private Wealth Advisors
Oregon
$339K 14,363 +343 +2%
TCA
60
Transcend Capital Advisors
New Jersey
$336K 14,220 +14,220 New
SF
61
Symphony Financial
Texas
$323K 13,716 -4,088 -23%
FFWM
62
Future Financial Wealth Management
Ohio
$315K 13,350
CG
63
CFO4Life Group
Texas
$304K 12,891
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$301K 12,745 -181 -1%
CC
65
Claybrook Capital
Massachusetts
$295K 12,521
BAM
66
BTS Asset Management
Massachusetts
$293K 12,401 +986 +9%
HIS
67
Harvest Investment Services
Illinois
$288K 12,192 +57 +0.5%
CF
68
Clarity Financial
Texas
$288K 12,184 +12,184 New
AFG
69
Atomi Financial Group
New York
$271K 11,500 +300 +3%
Wealthfront Advisers
70
Wealthfront Advisers
California
$257K 10,890 +10,890 New
IA
71
IFP Advisors
Florida
$256K 10,864 +210 +2%
Truist Financial
72
Truist Financial
North Carolina
$248K 10,508 +124 +1%
BFA
73
Beacon Financial Advisory
Ohio
$248K 10,490 +206 +2%
JPLA
74
Joseph P. Lucia & Associates
New York
$242K 10,275 -208 -2%
Creative Planning
75
Creative Planning
Kansas
$241K 10,231 +10,231 New