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iShares Mortgage Real Estate ETF

167 hedge funds and large institutions have $545M invested in iShares Mortgage Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-12
Holders Change %
-6.7%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
59
Reduced
50
Closed
23
Calls
$4.5M
Puts
$5.73M
Net Calls
-$1.24M
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$295K +$1.48K +41 +0.5%
ACM
102
Alethea Capital Management
Washington
$291K -$24.1K -665 -8%
SPIA
103
Steward Partners Investment Advisory
New York
$286K +$4.3K +119 +2%
WAS
104
WESPAC Advisors SoCal
California
$275K -$73.8K -2,000 -21%
IAA
105
Independent Advisor Alliance
North Carolina
$275K +$16.9K +466 +7%
HWM
106
Howard Wealth Management
Connecticut
$271K -$9.04K -250 -3%
HIS
107
Harvest Investment Services
Illinois
$270K -$9.41K -261 -3%
CA
108
Cetera Advisors
Colorado
$247K -$5.64K -156 -2%
MA
109
MCF Advisors
Kentucky
$233K
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$230K +$650 +18 +0.3%
SIM
111
Seaview Investment Managers
Florida
$229K +$229K +6,330 New
TSS
112
Two Sigma Securities
New York
$229K +$229K +6,334 New
SWM
113
Spire Wealth Management
Virginia
$228K
CFGS
114
Concourse Financial Group Securities
Alabama
$227K -$60.6K -1,672 -21%
ASN
115
Advisory Services Network
Georgia
$222K -$18K -498 -7%
PFS
116
Prospera Financial Services
Texas
$221K -$9.22K -255 -4%
APA
117
American Portfolios Advisors
New York
$221K -$35.5K -981 -14%
GWM
118
Greenwich Wealth Management
Connecticut
$220K +$14.5K +400 +7%
AAMC
119
Asset Allocation & Management Company
Illinois
$208K
KPWS
120
Kestra Private Wealth Services
Texas
$202K +$202K +5,569 New
Simplex Trading
121
Simplex Trading
Illinois
$172K
ECM
122
ExodusPoint Capital Management
New York
$171K +$171K +4,720 New
GWM
123
Geneos Wealth Management
Colorado
$168K -$293 -8 -0.2%
NFG
124
Next Financial Group
Texas
$168K
PG
125
Proffitt & Goodson
Tennessee
$142K