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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 %
SMFG
151
Sumitomo Mitsui Financial Group
Japan
$33K
CP
152
Castleview Partners
Texas
$29K +$29K +768 New
FFA
153
Founders Financial Alliance
North Carolina
$21K
LFG
154
Larson Financial Group
Missouri
$19K -$19K -500 -50%
RFA
155
Reilly Financial Advisors
California
$19K
GRP
156
Global Retirement Partners
California
$16K
CIAS
157
Capital Investment Advisory Services
North Carolina
$15K +$257 +7 +2%
VCM
158
Versant Capital Management
Arizona
$14K -$2.05K -54 -13%
SCA
159
Stonebridge Capital Advisors
Minnesota
$14K +$7K +200 +100%
JCM
160
Jacobi Capital Management
Pennsylvania
$10K +$10K +270 New
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.84K
AIM
162
Anchor Investment Management
South Carolina
$9.28K
APWA
163
Atlas Private Wealth Advisors
New Jersey
$9K
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$141 +4 +2%
GWMIA
165
Global Wealth Management Investment Advisory
Florida
$6K
SB
166
Strategic Blueprint
Georgia
$6K +$6K +150 New
BW
167
Bison Wealth
Georgia
$6K +$6K +150 New
NSIM
168
North Star Investment Management
Illinois
$5K
SWM
169
Sugarloaf Wealth Management
Georgia
$4K -$8.99M -247,251 -100%
IF
170
Ironwood Financial
Arizona
$4K +$37 +1 +0.9%
WQ
171
Wealth Quarterback
New Jersey
$4K +$4K +84 New
JFGIW
172
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$4K +106 New
QCG
173
Quadrant Capital Group
Ohio
$3K
PA
174
Parallel Advisors
California
$3K
FHA
175
First Horizon Advisors
Tennessee
$3K +$3K +103 New