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iShares Mortgage Real Estate ETF

131 hedge funds and large institutions have $385M invested in iShares Mortgage Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-17
Holders Change %
-11.49%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
32
Increased
45
Reduced
42
Closed
45
Calls
$3.04M
Puts
$16.4M
Net Calls
-$13.4M
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$59K -$2.1K -50 -3%
IP
102
Intellectus Partners
California
$59K +$59K +1,396 New
GI
103
Gradient Investments
Minnesota
$58K +$2.06K +49 +4%
WEC
104
Winslow Evans & Crocker
Massachusetts
$57.1K +$32.3K +769 +131%
BWP
105
Baldwin Wealth Partners
Massachusetts
$53K
DADC
106
D.A. Davidson & Co
Montana
$52K +$41.6K +1,000 +400%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$50K -$44.3K -1,041 -47%
GWM
108
Geneos Wealth Management
Colorado
$45K +$45K +1,082 New
ACS
109
Archford Capital Strategies
Illinois
$42K +$42K +1,000 New
GRP
110
Global Retirement Partners
California
$41K +$41K +979 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$29K +$29K +701 New
Simplex Trading
112
Simplex Trading
Illinois
$27K -$64.1K -1,551 -70%
HPBT
113
High Point Bank & Trust
North Carolina
$23K -$150K -3,590 -87%
EDRH
114
Edmond de Rothschild Holding
Switzerland
$21K -$20.6K -491 -50%
NSIM
115
North Star Investment Management
Illinois
$21K
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$21K +$21K +500 New
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K +$167 +4 +0.9%
JCM
118
Jacobi Capital Management
Pennsylvania
$14K
SIA
119
SeaBridge Investment Advisors
New Jersey
$13K
PWM
120
Perigon Wealth Management
California
$11K +$11K +243 New
Bessemer Group
121
Bessemer Group
New Jersey
$10K +$10K +230 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$8K -$6.1K -151 -43%
DOA
123
D'Orazio & Associates
Virginia
$8K
VCM
124
Vigilant Capital Management
Maine
$8K +$8K +182 New
BFEC
125
Benjamin F. Edwards & Company
Missouri
$6K