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iShares Mortgage Real Estate ETF

139 hedge funds and large institutions have $277M invested in iShares Mortgage Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
45
Reduced
38
Closed
30
Calls
$13.2M
Puts
$11.3M
Net Calls
+$1.86M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
76
Harvest Investment Services
Illinois
$316K -$297 -12 -0.1%
RJT
77
Raymond James Trust
Florida
$315K +$33.2K +1,336 +12%
SF
78
Synovus Financial
Georgia
$292K -$364K -14,656 -56%
RCA
79
Rowland Carmichael Advisors
Arizona
$264K
HWM
80
Howard Wealth Management
Connecticut
$257K -$6.87K -277 -3%
ASN
81
Advisory Services Network
Georgia
$257K +$108K +4,331 +72%
CA
82
Cetera Advisors
Colorado
$247K -$7.92K -318 -3%
SW
83
SkyOak Wealth
Michigan
$218K -$36.1K -1,450 -14%
ACM
84
Alethea Capital Management
Washington
$217K +$217K +8,732 New
FTI
85
Fiduciary Trust International
Massachusetts
$212K +$212K +8,514 New
CIC
86
Carnegie Investment Counsel
Ohio
$209K -$92.1K -3,713 -31%
V
87
Veritable
Delaware
$208K +$208K +8,352 New
AAMC
88
Asset Allocation & Management Company
Illinois
$204K +$204K +8,198 New
CI
89
CX Institutional
Indiana
$181K +$37.7K +1,516 +26%
MA
90
MCF Advisors
Kentucky
$160K
1IA
91
1834 Investment Advisors
Wisconsin
$144K -$21.2K -850 -13%
PG
92
Proffitt & Goodson
Tennessee
$114K -$17.8K -719 -14%
APA
93
American Portfolios Advisors
New York
$101K +$25 +1 +0%
SPIA
94
Steward Partners Investment Advisory
New York
$100K +$4.21K +170 +4%
Deutsche Bank
95
Deutsche Bank
Germany
$99K -$120K -4,851 -55%
MM
96
Main Management
California
$92K +$92K +3,700 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$74K -$27.5K -1,096 -27%
RCA
98
Ranch Capital Advisors
Florida
$67K +$15.8K +584 +31%
IA
99
IFP Advisors
Florida
$64K +$20.8K +851 +48%
AIM
100
Anchor Investment Management
South Carolina
$62.6K -$1.49K -60 -2%