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iShares Mortgage Real Estate ETF

157 hedge funds and large institutions have $468M invested in iShares Mortgage Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 71 reducing their positions, and 32 closing their positions.

Holders
157
Holders Change
-10
Holders Change %
-5.99%
% of All Funds
2.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
37
Reduced
71
Closed
32
Calls
$10M
Puts
$4.59M
Net Calls
+$5.42M
Net Calls Change
+$6.66M
Name Market Value Shares Shares
Change
Shares
Change %
Citigroup
1
Citigroup
New York
$113M 3,263,276 +78,065 +2%
AWS
2
AJ Wealth Strategies
New York
$50M 1,447,402 +105,207 +8%
Bank of America
3
Bank of America
North Carolina
$49.5M 1,434,734 -373,075 -21%
Morgan Stanley
4
Morgan Stanley
New York
$44M 1,274,528 -9,143 -0.7%
Wells Fargo
5
Wells Fargo
California
$21.6M 625,348 -60,513 -9%
FAM
6
Flaharty Asset Management
Florida
$16.2M 468,254 +24,737 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.9M 374,504 -90,869 -20%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$10M 290,050 -461 -0.2%
LPL Financial
9
LPL Financial
California
$9.66M 280,047 -12,528 -4%
UBS Group
10
UBS Group
Switzerland
$9M 260,677 -18,046 -6%
ECM
11
Evergreen Capital Management
Washington
$7.1M 205,699 -30,917 -13%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$6.65M 192,773 +728 +0.4%
BWA
13
BDO Wealth Advisors
Florida
$6M 173,852 -15,874 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.47M 158,338 -35,354 -18%
Man Group
15
Man Group
United Kingdom
$5.01M 145,053 +56,196 +63%
BCM
16
Brookstone Capital Management
Illinois
$4.89M 139,730 -56,025 -29%
CAN
17
Cetera Advisor Networks
California
$3.89M 112,624 +3,743 +3%
CIA
18
Capital Investment Advisors
Georgia
$3.86M 111,791 -8,149 -7%
RJA
19
Raymond James & Associates
Florida
$3.77M 109,360 -42,892 -28%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3.51M 101,777 +934 +0.9%
Citadel Advisors
21
Citadel Advisors
Florida
$3.17M 91,986 +32,933 +56%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$3.15M 91,217 -5,734 -6%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.88M 83,373 -95,129 -53%
PAG
24
Private Advisor Group
New Jersey
$2.8M 81,052 -3,737 -4%
HF
25
HRT Financial
New York
$2.71M 78,624 +78,624 New