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iShares Mortgage Real Estate ETF

115 hedge funds and large institutions have $268M invested in iShares Mortgage Real Estate ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 27 closing their positions.

Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.03%
New
21
Increased
42
Reduced
35
Closed
27
Calls
$1.01M
Puts
$1.78M
Net Calls
-$767K
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$35K -$215K -5,150 -86%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$32K -$11.5K -269 -26%
ASN
103
Advisory Services Network
Georgia
$27K
HNB
104
Huntington National Bank
Ohio
$24K -$27K -575 Closed
NFG
105
Next Financial Group
Texas
$23K +$3.05K +75 +15%
SC
106
Searle & Co
Connecticut
$21K
AA
107
AlphaMark Advisors
Kentucky
$16K +$16K +375 New
WEC
108
Winslow Evans & Crocker
Massachusetts
$15.4K +$15.4K +365 New
EWM
109
Evercore Wealth Management
New York
$15K +$4.41K +104 +42%
SCA
110
Strategic Capital Alternatives
United States
$12K
RFA
111
Reilly Financial Advisors
California
$10K +$10K +235 New
AssetMark Inc
112
AssetMark Inc
California
$8K +$8K +180 New
RIA
113
Regal Investment Advisors
Michigan
$7K -$603 -15 -8%
TC
114
Trust Company
Kansas
$5K -$140K -3,494 -97%
Nuveen Asset Management
115
Nuveen Asset Management
Illinois
$4.31K +$471 +11,122 +12%
CFN
116
Cordasco Financial Network
Florida
$4K
BIA
117
Barry Investment Advisors
Massachusetts
-$9.84M -210,466 Closed
Fidelity Investments
118
Fidelity Investments
Massachusetts
-$6.27M -134,057 Closed
TCB
119
Texas Capital Bancshares
Texas
-$3.74M -79,953 Closed
DAS
120
Dynamic Advisor Solutions
Arizona
-$3.11M -66,525 Closed
NEIRG
121
New England Investment & Retirement Group
Massachusetts
-$2.74M -58,539 Closed
MFS
122
Madrona Financial Services
Washington
-$2.19M -46,871 Closed
SG Americas Securities
123
SG Americas Securities
New York
-$1.74M -37,146 Closed
UCFA
124
United Capital Financial Advisors
Texas
-$581K -12,504 Closed
SPC
125
Sigma Planning Corp
Michigan
-$460K -9,834 Closed