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iShares Mortgage Real Estate ETF

167 hedge funds and large institutions have $545M invested in iShares Mortgage Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-12
Holders Change %
-6.7%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
59
Reduced
50
Closed
23
Calls
$4.5M
Puts
$5.73M
Net Calls
-$1.24M
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Shares
Change %
QCIG
76
Quad-Cities Investment Group
Iowa
$484K -$71K -1,965 -13%
TNBTD
77
Trustmark National Bank Trust Department
Mississippi
$474K -$50.7K -1,401 -10%
BHB
78
Bank Hapoalim BM
Israel
$468K -$54.1K -1,495 -10%
AA
79
AlphaCentric Advisors
Puerto Rico
$466K +$10.3K +286 +2%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$465K -$8.61M -238,112 -95%
CC
81
Claybrook Capital
Massachusetts
$453K +$453K +12,521 New
KAS
82
Kestra Advisory Services
Texas
$446K -$25.4K -702 -5%
JPLA
83
Joseph P. Lucia & Associates
New York
$442K
VC
84
Vicus Capital
Pennsylvania
$419K +$69.7K +1,927 +20%
PFO
85
Pathstone Family Office
New Jersey
$396K -$471K -13,010 -54%
PCP
86
Proficio Capital Partners
Massachusetts
$386K
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$380K
BTWM
88
Baker Tilly Wealth Management
Wisconsin
$375K
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$365K +$117K +3,245 +47%
BAM
90
Belpointe Asset Management
Nevada
$356K -$208K -5,768 -37%
OAM
91
Oppenheimer Asset Management
New York
$349K +$19.1K +529 +6%
OC
92
Oppenheimer & Co
New York
$342K
BFA
93
Beacon Financial Advisory
Ohio
$337K +$337K +9,306 New
SPC
94
Sigma Planning Corp
Michigan
$334K -$123K -3,385 -27%
RJT
95
Raymond James Trust
Florida
$334K +$22.8K +629 +7%
IA
96
IFP Advisors
Florida
$332K +$1.13K +31 +0.3%
NL
97
NKCFO LLC
Illinois
$326K
AIP
98
Almanack Investment Partners
Pennsylvania
$308K +$20.8K +575 +7%
CW
99
CreativeOne Wealth
Kansas
$307K +$307K +8,497 New
BWM
100
BerganKDV Wealth Management
Minnesota
$297K +$471 +13 +0.2%