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iShares Mortgage Real Estate ETF

148 hedge funds and large institutions have $381M invested in iShares Mortgage Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
20
Increased
60
Reduced
36
Closed
17
Calls
$4.3M
Puts
$9.04M
Net Calls
-$4.74M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Shares
Change %
APA
101
American Portfolios Advisors
New York
$249K -$295K -7,000 -54%
CG
102
Cutler Group
California
$248K +$248K +5,900 New
WP
103
WealthPLAN Partners
Nebraska
$241K -$65.8K -1,551 -21%
LNC
104
Lincoln National Corp
Pennsylvania
$236K +$1.94K +46 +0.8%
SBIA
105
Sheaff Brock Investment Advisors
Indiana
$235K +$235K +5,561 New
Truist Financial
106
Truist Financial
North Carolina
$231K
AIP
107
ARS Investment Partners
New York
$230K
DWA
108
Douglass Winthrop Advisors
New York
$226K
CWS
109
Cypress Wealth Services
California
$216K
PP
110
Paloma Partners
Connecticut
$211K +$211K +5,000 New
Deutsche Bank
111
Deutsche Bank
Germany
$210K
Northern Trust
112
Northern Trust
Illinois
$202K
CI
113
CX Institutional
Indiana
$189K +$93.7K +2,219 +98%
Simplex Trading
114
Simplex Trading
Illinois
$178K +$9.24K +220 +5%
AIM
115
Anchor Investment Management
South Carolina
$159K +$63.3K +1,500 +66%
ASN
116
Advisory Services Network
Georgia
$148K +$104K +2,472 +237%
VCM
117
Versant Capital Management
Arizona
$145K -$55.6K -1,320 -28%
WWM
118
Willingdon Wealth Management
North Carolina
$134K +$16.3K +386 +14%
TF
119
TimeScale Financial
Massachusetts
$133K +$133K +3,154 New
SPIA
120
Steward Partners Investment Advisory
New York
$121K +$121K +2,871 New
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$102K +$12.6K +300 +14%
FRA
122
Front Row Advisors
California
$95K
WCM
123
Whitener Capital Management
North Carolina
$79K
WCG
124
Weaver Consulting Group
California
$63K
BWP
125
Baldwin Wealth Partners
Massachusetts
$53K