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iShares Mortgage Real Estate ETF

152 hedge funds and large institutions have $407M invested in iShares Mortgage Real Estate ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
49
Reduced
44
Closed
20
Calls
$7.08M
Puts
$6.35M
Net Calls
+$738K
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Shares
Change %
NSLI
1
Nan Shan Life Insurance
Taiwan
$55.3M +$17.5M +437,128 +46%
BlackRock
2
BlackRock
New York
$42.2M -$1.45M -36,192 -3%
Morgan Stanley
3
Morgan Stanley
New York
$28.4M +$511K +12,788 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.9M +$9.73M +243,623 +57%
AWMS
5
Advocacy Wealth Management Services
Georgia
$24.7M -$1.01M -25,364 -4%
DF
6
Donoghue Forlines
Massachusetts
$21.2M +$16M +400,147 +304%
TNBTD
7
Trustmark National Bank Trust Department
Mississippi
$11.5M +$4.23M +105,934 +58%
Bank of America
8
Bank of America
North Carolina
$10.7M -$5.86M -146,820 -35%
EWM
9
Edge Wealth Management
New York
$10.5M -$269K -6,733 -3%
FAM
10
Flaharty Asset Management
Florida
$9.74M +$140K +3,498 +1%
Wells Fargo
11
Wells Fargo
California
$8.9M -$2.54M -63,580 -22%
UBS Group
12
UBS Group
Switzerland
$8.86M +$3.91M +97,806 +79%
IA
13
IFP Advisors
Florida
$8.67M -$857K -21,202 -9%
LPL Financial
14
LPL Financial
California
$7.89M -$314K -7,869 -4%
NR
15
Newfound Research
Massachusetts
$7.2M -$304K -7,621 -4%
CFGS
16
Concourse Financial Group Securities
Alabama
$6.97M +$4.84M +121,163 +227%
CIA
17
Capital Investment Advisors
Georgia
$6.84M -$114K -2,850 -2%
NAM
18
NorthCoast Asset Management
Connecticut
$6.21M +$2.49M +62,277 +67%
CIM
19
Cambria Investment Management
California
$5.82M +$1.82M +45,633 +46%
VF
20
Virtu Financial
New York
$5.53M +$5.53M +138,365 New
MML Investors Services
21
MML Investors Services
Massachusetts
$3.97M +$1.19M +29,814 +43%
PWM
22
Patriot Wealth Management
Texas
$3.72M +$325K +8,137 +10%
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$3.67M +$3.67M +91,770 New
AllianceBernstein
24
AllianceBernstein
Tennessee
$2.87M
AG
25
Advisor Group
Arizona
$2.84M -$811K -20,295 -22%