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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 %
CIAS
151
Capital Investment Advisory Services
North Carolina
$10K +$10K +312 New
AWG
152
Altus Wealth Group
Colorado
$9K +$9K +275 New
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.44K -$2.93K -92 -26%
APWA
154
Atlas Private Wealth Advisors
New Jersey
$8K
AIM
155
Anchor Investment Management
South Carolina
$7.97K -$34.1K -1,069 -81%
GI
156
Gradient Investments
Minnesota
$7K
SFS
157
Sowell Financial Services
Arkansas
$7K
US Bancorp
158
US Bancorp
Minnesota
$6K +$6K +180 New
GWMIA
159
Global Wealth Management Investment Advisory
Florida
$5K
NSIM
160
North Star Investment Management
Illinois
$4K
QCG
161
Quadrant Capital Group
Ohio
$3K
PA
162
Parallel Advisors
California
$3K
IF
163
Ironwood Financial
Arizona
$3K +$58 +2 +2%
SWM
164
Sugarloaf Wealth Management
Georgia
$3K +$57 +2 +2%
AssetMark Inc
165
AssetMark Inc
California
$3K +$3K +100 New
Deutsche Bank
166
Deutsche Bank
Germany
$3K +$3K +100 New
FWM
167
ForthRight Wealth Management
Georgia
$3K +$3K +108 New
WA
168
WestEnd Advisors
North Carolina
$2.96K -$32 -1 -1%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$2K -$6.86K -223 -77%
VFA
170
Valeo Financial Advisors
Indiana
$2K +$2K +50 New
TCM
171
TD Capital Management
Tennessee
$1K
EWM
172
Edge Wealth Management
New York
$1K
CH
173
Canton Hathaway
Rhode Island
$1K +$1K +46 New
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
-$603K -23,414 Closed
VI
175
Vestcor Inc
New Brunswick, Canada
-$348K -13,500 Closed