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iShares Mortgage Real Estate ETF

174 hedge funds and large institutions have $429M invested in iShares Mortgage Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+29
Holders Change %
+20%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
41
Increased
73
Reduced
34
Closed
11
Calls
$2.22M
Puts
$4.6M
Net Calls
-$2.38M
Net Calls Change
-$746K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
101
Sanctuary Wealth Management
Idaho
$383K +$2.89K +65 +0.8%
AAMC
102
Asset Allocation & Management Company
Illinois
$365K +$365K +8,198 New
OAM
103
Oppenheimer Asset Management
New York
$359K -$3.57K -80 -1%
FTI
104
Fiduciary Trust International
Massachusetts
$357K +$7.47K +168 +2%
1IA
105
1834 Investment Advisors
Wisconsin
$352K +$43.8K +984 +14%
Stifel Financial
106
Stifel Financial
Missouri
$349K -$20.1K -458 -5%
BRWA
107
B. Riley Wealth Advisors
Florida
$349K +$5.21K +117 +2%
BCM
108
Brookstone Capital Management
Illinois
$342K +$342K +7,680 New
RFC
109
Regions Financial Corp
Alabama
$334K
HH
110
Hilltop Holdings
Texas
$330K +$110K +2,483 +50%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$301K -$125K -2,812 -29%
STA
112
Summit Trail Advisors
New York
$297K +$297K +6,675 New
MA
113
MCF Advisors
Kentucky
$287K
VWM
114
Vigilare Wealth Management
Arizona
$286K +$286K +6,160 New
IWM
115
IHT Wealth Management
Illinois
$276K -$88.6K -1,986 -24%
JWCA
116
J.W. Cole Advisors
Florida
$275K +$275K +6,166 New
SFS
117
Sowell Financial Services
Arkansas
$260K +$92.9K +2,089 +56%
LNC
118
Lincoln National Corp
Pennsylvania
$252K +$1.78K +40 +0.7%
SW
119
SkyOak Wealth
Michigan
$251K +$251K +5,626 New
VCM
120
Virtue Capital Management
Tennessee
$249K +$249K +5,587 New
AIP
121
ARS Investment Partners
New York
$243K
FA
122
FDx Advisors
Illinois
$237K -$29.7K -665 -11%
PG
123
Proffitt & Goodson
Tennessee
$237K
PA
124
Pinnacle Associates
New York
$229K -$22.3K -500 -9%
CWS
125
Cypress Wealth Services
California
$223K +$711 +16 +0.3%