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iShares Mortgage Real Estate ETF

147 hedge funds and large institutions have $283M invested in iShares Mortgage Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 51 reducing their positions, and 27 closing their positions.

Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
42
Reduced
51
Closed
27
Calls
$4.41M
Puts
$4.23M
Net Calls
+$182K
Net Calls Change
-$5.24M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$47.8M 1,464,030 +29,296 +2%
Morgan Stanley
2
Morgan Stanley
New York
$43.5M 1,331,832 +57,304 +4%
FAM
3
Flaharty Asset Management
Florida
$16M 489,728 +21,474 +5%
Wells Fargo
4
Wells Fargo
California
$13.4M 408,832 -216,516 -35%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M 389,507 +15,003 +4%
BlackRock
6
BlackRock
New York
$10.3M 313,810 +289,880 +1,211%
ECM
7
Evergreen Capital Management
Washington
$10.1M 308,267 +102,568 +50%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$9.4M 287,653 -2,397 -0.8%
LPL Financial
9
LPL Financial
California
$8.43M 258,102 -21,945 -8%
UBS Group
10
UBS Group
Switzerland
$8.2M 251,055 -9,622 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.6M 125,752 -32,586 -21%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$5.93M 181,588 +90,371 +99%
BWA
13
BDO Wealth Advisors
Florida
$5.55M 169,935 -3,917 -2%
WA
14
WestEnd Advisors
North Carolina
-148 Closed
BCM
15
Brookstone Capital Management
Illinois
$4.27M 136,657 -3,073 -2%
AWS
16
AJ Wealth Strategies
New York
$3.85M 117,895 -1,329,507 -92%
CAN
17
Cetera Advisor Networks
California
$3.83M 117,213 +4,589 +4%
CIA
18
Capital Investment Advisors
Georgia
$3.51M 107,435 -4,356 -4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$3.43M 105,055 +3,278 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.58M 78,872 +18,648 +31%
IWM
21
IHT Wealth Management
Illinois
$2.43M 74,257 +1,182 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.39M 73,172 -10,201 -12%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$2.36M 72,345 +2,296 +3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.29M 69,965 +17,950 +35%
RJA
25
Raymond James & Associates
Florida
$2.24M 68,584 -40,776 -37%