REM icon

iShares Mortgage Real Estate ETF

145 hedge funds and large institutions have $339M invested in iShares Mortgage Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
32
Reduced
62
Closed
16
Calls
$19.2M
Puts
$3.49M
Net Calls
+$15.7M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
101
Front Row Advisors
California
$70K
CFD
102
Creative Financial Designs
Indiana
$70K +$17.8K +690 +34%
APA
103
American Portfolios Advisors
New York
$69.1K -$35.7K -1,386 -34%
WCG
104
Weaver Consulting Group
California
$59K -$3.46K -135 -6%
RCA
105
Ranch Capital Advisors
Florida
$56K -$6.98K -275 -11%
AF
106
Advisornet Financial
Minnesota
$52K
CAAS
107
Capital Asset Advisory Services
Michigan
$48K
PO
108
Private Ocean
California
$37K
IA
109
IFP Advisors
Florida
$35K -$34.1K -1,291 -49%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$35K +$35K +1,350 New
AA
111
AlphaMark Advisors
Kentucky
$34K -$20.9K -800 -38%
William Blair & Company
112
William Blair & Company
Illinois
$34K +$703 +27 +2%
AIM
113
Anchor Investment Management
South Carolina
$34K -$30.9K -1,200 -48%
GWM
114
Geneos Wealth Management
Colorado
$33K -$4.44K -175 -12%
CFGS
115
Concourse Financial Group Securities
Alabama
$33K +$16.8K +660 +103%
FCH
116
Freestone Capital Holdings
Washington
$30.4K +$30.4K +1,182 New
FFA
117
Founders Financial Alliance
North Carolina
$30K +$30K +1,113 New
SMFG
118
Sumitomo Mitsui Financial Group
Japan
$29K +$3.02K +117 +12%
SIM
119
Sonora Investment Management
Arizona
$28K
LFG
120
Larson Financial Group
Missouri
$26K
GWS
121
Glassman Wealth Services
Virginia
$26K +$26K +1,000 New
PGAM
122
Princeton Global Asset Management
New Jersey
$20K
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$259 +10 +2%
RFA
124
Reilly Financial Advisors
California
$13K
Franklin Resources
125
Franklin Resources
California
$12K