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iShares Mortgage Real Estate ETF

127 hedge funds and large institutions have $225M invested in iShares Mortgage Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
56
Reduced
25
Closed
16
Calls
$2.33M
Puts
$10.5M
Net Calls
-$8.13M
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
76
Symphony Financial
Texas
$314K
CW
77
CreativeOne Wealth
Kansas
$312K -$8.38K -353 -3%
WS
78
Wedbush Securities
California
$307K +$76.2K +3,206 +33%
FFWM
79
Future Financial Wealth Management
Ohio
$306K
Lido Advisors
80
Lido Advisors
California
$297K
SIAG
81
Safeguard Investment Advisory Group
California
$293K -$32.6K -1,372 -10%
KPWS
82
Kestra Private Wealth Services
Texas
$286K +$31.1K +1,312 +12%
SMFG
83
Sumitomo Mitsui Financial Group
Japan
$286K +$48.8K +2,056 +21%
NS
84
NBC Securities
Alabama
$279K +$56.4K +2,385 +25%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$273K +$273K +11,495 New
Cerity Partners
86
Cerity Partners
New York
$264K
AWS
87
Atria Wealth Solutions
New York
$242K +$242K +10,205 New
HIS
88
Harvest Investment Services
Illinois
$232K -$522 -22 -0.2%
BFA
89
Beacon Financial Advisory
Ohio
$218K -$5.36K -226 -2%
CA
90
CoreCap Advisors
Michigan
$213K +$213K +8,974 New
TSS
91
Two Sigma Securities
New York
$205K +$205K +8,626 New
MA
92
MCF Advisors
Kentucky
$153K
HCM
93
Hollencrest Capital Management
California
$83.1K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$63K -$24.2K -1,017 -28%
FIA
95
FNY Investment Advisers
New York
$35K +$35K +1,500 New
FFA
96
Farther Finance Advisors
California
$28.7K +$28.7K +1,210 New
SPIA
97
Steward Partners Investment Advisory
New York
$27.6K +$142 +6 +0.5%
FIM
98
FWL Investment Management
Texas
$27.4K +$1.04K +44 +4%
EW
99
Element Wealth
Mississippi
$26.3K +$593 +25 +2%
WP
100
WealthShield Partners
North Carolina
$23.7K