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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

175 hedge funds and large institutions have $436M invested in iShares Mortgage Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+30
Holders Change %
+20.69%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
41
Reduced
52
Closed
14
Calls
$3.54M
Puts
$4.55M
Net Calls
-$1.01M
Net Calls Change
-$16.7M

Top Buyers

1
MLM
Mount Lucas Management
Pennsylvania
+$6.07M
2
Two Sigma Investments
Two Sigma Investments
New York
+$4.92M
3
IFA
Interactive Financial Advisors
Illinois
+$4.86M
4
DF
Donoghue Forlines
Massachusetts
+$3.81M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.81M

Top Sellers

1
BlackRock
BlackRock
New York
-$19.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.23M
3
Citigroup
Citigroup
New York
-$5.58M
4
Stifel Financial
Stifel Financial
Missouri
-$2.06M
5
FAM
Flaharty Asset Management
Florida
-$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.56M +$1.08M +33,957 +44%
IWM
27
IHT Wealth Management
Illinois
$3.39M +$83.7K +2,627 +3%
CAN
28
Cetera Advisor Networks
California
$3.21M -$45K -1,413 -1%
Ameriprise
29
Ameriprise
Minnesota
$3.15M -$1.39M -43,762 -31%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$3.03M +$3.03M +95,212 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$2.82M -$363K -11,379 -11%
NCP
32
NexWave Capital Partners
New York
$2.58M – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.51M +$118K +3,702 +5%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.29M +$298K +9,354 +15%
Simplex Trading
35
Simplex Trading
Illinois
$2.16M +$1.01M +31,805 +89%
SG Americas Securities
36
SG Americas Securities
New York
$2.05M +$2.05M +64,421 New
PAG
37
Private Advisor Group
New Jersey
$1.89M +$503K +15,800 +36%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.85M -$6.23M -195,542 -77%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.77M +$375K +11,754 +27%
LCWP
40
Legacy Capital Wealth Partners
Arkansas
$1.65M +$1.65M +51,759 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.64M -$58.2K -1,827 -3%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.62M -$1.62M -50,717 -50%
ACM
43
Ascendant Capital Management
California
$1.59M +$1.59M +50,000 New
WS
44
Wedbush Securities
California
$1.47M +$154K +4,843 +12%
CF
45
Copperwynd Financial
Arizona
$1.42M +$1.42M +44,561 New
FHB
46
First Hawaiian Bank
Hawaii
$1.32M – – –
RWA
47
Redhawk Wealth Advisors
Minnesota
$1.2M +$120K +3,761 +11%
RIA
48
Regal Investment Advisors
Michigan
$1.14M +$1.14M +35,912 New
FM
49
Family Management
New York
$1.13M +$1.13M +35,388 New
KAS
50
Kestra Advisory Services
Texas
$1.07M +$530K +16,732 +98%
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