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iShares Mortgage Real Estate ETF

179 hedge funds and large institutions have $555M invested in iShares Mortgage Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
60
Reduced
61
Closed
22
Calls
$4.7M
Puts
$6.01M
Net Calls
-$1.31M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
101
NKCFO LLC
Illinois
$334K +$334K +9,000 New
ACM
102
Alethea Capital Management
Washington
$323K
NAM
103
NTV Asset Management
West Virginia
$323K +$323K +8,700 New
RJT
104
Raymond James Trust
Florida
$319K -$60.2K -1,623 -16%
BWM
105
BerganKDV Wealth Management
Minnesota
$304K +$111 +3 +0%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$301K +$301K +8,124 New
CFGS
107
Concourse Financial Group Securities
Alabama
$295K -$135K -3,621 -31%
AIP
108
Almanack Investment Partners
Pennsylvania
$294K
SPIA
109
Steward Partners Investment Advisory
New York
$289K +$54.9K +1,482 +23%
HWM
110
Howard Wealth Management
Connecticut
$287K -$16.3K -440 -5%
HIS
111
Harvest Investment Services
Illinois
$287K -$8.3K -224 -3%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$274K -$231K -3,371 -46%
IAA
113
Independent Advisor Alliance
North Carolina
$265K -$35.9K -966 -12%
APA
114
American Portfolios Advisors
New York
$263K +$48.5K +1,307 +23%
Wolverine Trading
115
Wolverine Trading
Illinois
$261K -$150K -4,062 -37%
CA
116
Cetera Advisors
Colorado
$260K +$5.17K +139 +2%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$254K +$38.7K +1,044 +18%
ASN
118
Advisory Services Network
Georgia
$247K -$96.9K -2,609 -28%
MPCG
119
Matrix Private Capital Group
New York
$246K
MA
120
MCF Advisors
Kentucky
$240K
PFS
121
Prospera Financial Services
Texas
$237K -$16K -429 -6%
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$236K +$236K +6,352 New
SWM
123
Spire Wealth Management
Virginia
$234K -$11.1K -300 -5%
WP
124
WealthPLAN Partners
Nebraska
$229K -$1.68K -46 -0.7%
AAMC
125
Asset Allocation & Management Company
Illinois
$213K