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iShares Mortgage Real Estate ETF

148 hedge funds and large institutions have $367M invested in iShares Mortgage Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
44
Reduced
44
Closed
27
Calls
$6.6M
Puts
$7.55M
Net Calls
-$950K
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
76
Oppenheimer Asset Management
New York
$348K -$23.9K -551 -6%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$347K +$347K +7,998 New
GWM
78
Greenwich Wealth Management
Connecticut
$337K -$36.7K -847 -10%
CFGS
79
Concourse Financial Group Securities
Alabama
$336K -$7.23M -166,872 -96%
SMC
80
Smith, Moore & Co
Missouri
$334K +$334K +7,706 New
FTI
81
Fiduciary Trust International
Massachusetts
$333K +$14.6K +345 +5%
BB
82
Bell Bank
North Dakota
$331K
RFC
83
Regions Financial Corp
Alabama
$325K
SS
84
Simplicity Solutions
Minnesota
$322K +$22.2K +511 +7%
AWM
85
AE Wealth Management
Kansas
$322K +$322K +7,428 New
SWM
86
Sanctuary Wealth Management
Idaho
$321K
WP
87
WealthPLAN Partners
Nebraska
$312K -$27.5K -637 -8%
1IA
88
1834 Investment Advisors
Wisconsin
$300K -$2.21K -51 -0.7%
BSAM
89
Blue Sky Asset Management
Colorado
$297K +$297K +6,864 New
Creative Planning
90
Creative Planning
Kansas
$293K
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$290K -$2.65M -61,259 -90%
MA
92
MCF Advisors
Kentucky
$280K
VCM
93
Virtue Capital Management
Tennessee
$272K -$371K -8,579 -58%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$263K
IA
95
IFP Advisors
Florida
$250K -$9.07M -208,922 -97%
CAMG
96
CWA Asset Management Group
Florida
$244K
LNC
97
Lincoln National Corp
Pennsylvania
$240K +$1.3K +30 +0.5%
Truist Financial
98
Truist Financial
North Carolina
$238K -$10.1K -233 -4%
AIP
99
ARS Investment Partners
New York
$236K
DWA
100
Douglass Winthrop Advisors
New York
$232K