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iShares Mortgage Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.7M +$2.67M +117,900 +11%
SAG
2
SageView Advisory Group
California
$18.5M +$4.66M +205,802 New
Wells Fargo
3
Wells Fargo
California
$16.8M +$8.32M +367,404 +104%
Bank of America
4
Bank of America
North Carolina
$15.1M -$1.12M -49,628 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.72M -$219K -9,687 -2%
BlackRock
6
BlackRock
New York
$6.28M -$6.18M -272,993 -50%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$5.73M +$5.58M +246,494 +4,108,233%
VAG
8
VisionPoint Advisory Group
Texas
$5.58M -$1.56M -69,015 -22%
LPL Financial
9
LPL Financial
California
$5.16M -$5.62M -248,245 -53%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.16M +$881K +38,924 +21%
MAWAG
11
Mid-American Wealth Advisory Group
Missouri
$4.61M +$527K +23,299 +13%
Citadel Advisors
12
Citadel Advisors
Florida
$3.63M +$72.7K +3,212 +2%
UBS Group
13
UBS Group
Switzerland
$3.36M -$279K -12,328 -8%
BIA
14
Barry Investment Advisors
Massachusetts
$3.27M +$25.6K +1,133 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$3.11M -$2.02M -89,138 -40%
MLM
16
Mount Lucas Management
Pennsylvania
$2.72M +$157K +6,924 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.65M +$564K +24,904 +28%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$2.07M
CL
19
Choreo LLC
Illinois
$1.91M -$208K -9,186 -10%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.69M +$183K +8,085 +12%
CIA
21
Capital Investment Advisors
Georgia
$1.64M -$29.5K -1,302 -2%
CG
22
Cynosure Group
Utah
$1.62M +$93.1K +4,111 +6%
DWM
23
Drive Wealth Management
Utah
$1.61M +$1.57M +69,257 New
HI
24
Harbour Investments
Wisconsin
$1.6M +$188K +8,289 +14%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.59M +$8.94K +395 +0.6%