REM icon

iShares Mortgage Real Estate ETF

174 hedge funds and large institutions have $429M invested in iShares Mortgage Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+29
Holders Change %
+20%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
41
Increased
73
Reduced
34
Closed
11
Calls
$2.22M
Puts
$4.6M
Net Calls
-$2.38M
Net Calls Change
-$746K
Name Holding Trade Value Shares
Change
Shares
Change %
Deutsche Bank
126
Deutsche Bank
Germany
$222K
APA
127
American Portfolios Advisors
New York
$221K -$2.45K -55 -1%
VCM
128
Vivaldi Capital Management
Illinois
$220K +$6.59K +148 +3%
FPCG
129
Fort Pitt Capital Group
Pennsylvania
$219K
TCA
130
Transcend Capital Advisors
New Jersey
$208K +$208K +4,675 New
CI
131
CX Institutional
Indiana
$207K -$580 -13 -0.3%
WP
132
WealthPLAN Partners
Nebraska
$205K +$205K +4,340 New
LWAC
133
Laurel Wealth Advisors (California)
California
$200K +$200K +4,492 New
AWMS
134
Advocacy Wealth Management Services
Georgia
$191K -$21.8M -489,580 -99%
WCG
135
Weaver Consulting Group
California
$185K +$122K +2,881 +192%
AP
136
Advisors Preferred
Maryland
$180K +$180K +4,035 New
SPIA
137
Steward Partners Investment Advisory
New York
$172K +$44.4K +1,000 +35%
TF
138
TimeScale Financial
Massachusetts
$140K
ASN
139
Advisory Services Network
Georgia
$138K -$18.3K -411 -12%
WWM
140
Willingdon Wealth Management
North Carolina
$137K -$31.5K -708 -19%
CFGS
141
Concourse Financial Group Securities
Alabama
$116K -$48.3K -1,080 -29%
AIM
142
Anchor Investment Management
South Carolina
$115K -$64.1K -1,440 -36%
AA
143
AlphaMark Advisors
Kentucky
$107K
FRA
144
Front Row Advisors
California
$100K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$95K -$67.7K -1,515 -42%
RCA
146
Ranch Capital Advisors
Florida
$84K +$84K +1,897 New
BWP
147
Baldwin Wealth Partners
Massachusetts
$56K
MRCM
148
M&R Capital Management
New Jersey
$50K
SIM
149
Sonora Investment Management
Arizona
$49K
SMFG
150
Sumitomo Mitsui Financial Group
Japan
$41K +$3.65K +81 +10%