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iShares Mortgage Real Estate ETF

175 hedge funds and large institutions have $436M invested in iShares Mortgage Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+30
Holders Change %
+20.69%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
41
Reduced
52
Closed
14
Calls
$3.54M
Puts
$4.55M
Net Calls
-$1.01M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
$262K +$262K +8,224 New
TRCT
102
Tower Research Capital (TRC)
New York
$259K +$259K +8,137 New
IAA
103
Independent Advisor Alliance
North Carolina
$255K +$255K +7,995 New
AIP
104
Almanack Investment Partners
Pennsylvania
$253K +$253K +7,931 New
HIS
105
Harvest Investment Services
Illinois
$250K -$122K -3,849 -33%
VC
106
Vicus Capital
Pennsylvania
$248K -$12.2K -382 -5%
CA
107
Cetera Advisors
Colorado
$239K -$64.2K -2,015 -21%
RFC
108
Regions Financial Corp
Alabama
$239K +$239K +7,500 New
GWM
109
Geneos Wealth Management
Colorado
$237K +$191K +5,413 +416%
CG
110
Cutler Group
California
$235K +$12.7K +400 +6%
RCAG
111
Rehmann Capital Advisory Group
Michigan
$235K +$235K +7,371 New
OC
112
Oppenheimer & Co
New York
$229K +$229K +7,190 New
APA
113
American Portfolios Advisors
New York
$218K +$132K +4,145 +154%
MPCG
114
Matrix Private Capital Group
New York
$211K +$211K +6,619 New
LNC
115
Lincoln National Corp
Pennsylvania
$210K -$65.3K -2,050 -24%
WP
116
WealthPLAN Partners
Nebraska
$207K +$207K +6,327 New
MA
117
MCF Advisors
Kentucky
$206K
IA
118
IFP Advisors
Florida
$202K +$159K +4,953 +374%
PFS
119
Prospera Financial Services
Texas
$201K +$40.9K +1,281 +26%
RCA
120
Rowland Carmichael Advisors
Arizona
$185K -$117K -3,660 -39%
1IA
121
1834 Investment Advisors
Wisconsin
$184K
PG
122
Proffitt & Goodson
Tennessee
$125K
MM
123
Main Management
California
$118K
CF
124
Centaurus Financial
California
$117K +$117K +3,673 New
Bessemer Group
125
Bessemer Group
New Jersey
$111K +$111K +3,475 New