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iShares Mortgage Real Estate ETF

139 hedge funds and large institutions have $277M invested in iShares Mortgage Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
45
Reduced
38
Closed
30
Calls
$13.2M
Puts
$11.3M
Net Calls
+$1.86M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
101
Weaver Consulting Group
California
$61K +$22.3K +890 +57%
FRA
102
Front Row Advisors
California
$56K
AA
103
AlphaMark Advisors
Kentucky
$52K
AF
104
Advisornet Financial
Minnesota
$50K
CAAS
105
Capital Asset Advisory Services
Michigan
$50K +$20.2K +750 +68%
CFD
106
Creative Financial Designs
Indiana
$50K +$50K +2,022 New
GWM
107
Geneos Wealth Management
Colorado
$35K
PO
108
Private Ocean
California
$35K +$465 +19 +1%
William Blair & Company
109
William Blair & Company
Illinois
$32K +$32K +1,278 New
SIM
110
Sonora Investment Management
Arizona
$27K
SMFG
111
Sumitomo Mitsui Financial Group
Japan
$25K -$135K -5,447 -84%
LFG
112
Larson Financial Group
Missouri
$25K
EWM
113
Edge Wealth Management
New York
$22K
PGAM
114
Princeton Global Asset Management
New Jersey
$19K +$19K +789 New
CFGS
115
Concourse Financial Group Securities
Alabama
$16K -$8.64K -345 -35%
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$644 -26 -4%
RFA
117
Reilly Financial Advisors
California
$12K
EDRH
118
Edmond de Rothschild Holding
Switzerland
$12K
Franklin Resources
119
Franklin Resources
California
$12K +$12K +450 New
GRP
120
Global Retirement Partners
California
$11K
GWMIA
121
Global Wealth Management Investment Advisory
Florida
$10K
VCM
122
Versant Capital Management
Arizona
$10K +$688 +28 +7%
APWA
123
Atlas Private Wealth Advisors
New Jersey
$9K +$9K +350 New
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.88K
SFS
125
Sowell Financial Services
Arkansas
$6K -$11.9K -463 -67%