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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 %
BlackRock
1
BlackRock
New York
$63.3M +$1.63M +36,519 +3%
NSLI
2
Nan Shan Life Insurance
Taiwan
$29M
Morgan Stanley
3
Morgan Stanley
New York
$21.8M +$4.73M +106,303 +28%
LPL Financial
4
LPL Financial
California
$18.1M +$6.93M +155,636 +62%
Bank of America
5
Bank of America
North Carolina
$17.4M +$2.65M +59,404 +18%
Wells Fargo
6
Wells Fargo
California
$14.8M +$2.46M +55,272 +20%
TNBTD
7
Trustmark National Bank Trust Department
Mississippi
$14.7M +$431K +9,669 +3%
UBS Group
8
UBS Group
Switzerland
$12.9M +$3.04M +68,201 +31%
FAM
9
Flaharty Asset Management
Florida
$12.8M +$452K +10,145 +4%
IA
10
IFP Advisors
Florida
$12.7M -$1.45M -32,230 -10%
NAM
11
NorthCoast Asset Management
Connecticut
$9.63M +$1.34M +30,018 +16%
PCP
12
Proficio Capital Partners
Massachusetts
$9.41M +$3.49M +78,275 +59%
Mariner
13
Mariner
Kansas
$8.22M +$350K +7,854 +4%
CIA
14
Capital Investment Advisors
Georgia
$7.14M -$194K -4,354 -3%
MLM
15
Mount Lucas Management
Pennsylvania
$7.11M +$3.81M +85,663 +116%
Man Group
16
Man Group
United Kingdom
$6.64M +$2.19M +49,118 +49%
American Century Companies
17
American Century Companies
Missouri
$6.38M +$2.37M +53,320 +59%
IFA
18
Interactive Financial Advisors
Illinois
$6.28M +$6.28M +141,062 New
EWM
19
Edge Wealth Management
New York
$5.13M -$40.5K -908 -0.8%
DF
20
Donoghue Forlines
Massachusetts
$4.77M -$139K -3,111 -3%
FI
21
FormulaFolio Investments
Michigan
$4.28M +$1.97M +44,200 +85%
Two Sigma Investments
22
Two Sigma Investments
New York
$4.2M +$4.2M +94,400 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.1M +$362K +8,124 +10%
CAN
24
Cetera Advisor Networks
California
$3.96M +$263K +5,888 +7%
CWG
25
Cornerstone Wealth Group
North Carolina
$3.73M -$1.47M -32,929 -28%