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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

177 hedge funds and large institutions have $516M invested in iShares Mortgage Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
55
Reduced
52
Closed
24
Calls
$6.28M
Puts
$5.4M
Net Calls
+$886K
Net Calls Change
+$1.89M

Top Buyers

1
BWA
1
BDO Wealth Advisors
Florida
$8.26M
2
Bank of America
2
Bank of America
North Carolina
$44.9M
3
DF
3
Donoghue Forlines
Massachusetts
$9.97M
4
Morgan Stanley
4
Morgan Stanley
New York
$42.2M
5
Citigroup
5
Citigroup
New York
$106M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$781K
2
LSA
2
Lion Street Advisors
Texas
$0
3
MLM
3
Mount Lucas Management
Pennsylvania
$6.05M
4
SIM
4
SSI Investment Management
California
$572K
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$3.61M +$126K +3,568 +4%
CAN
27
Cetera Advisor Networks
California
$3.48M -$69.1K -1,960 -2%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$3.44M +$84.2K +2,389 +3%
SFS
29
Sowell Financial Services
Arkansas
$3.33M +$3.32M +91,225 +39,152%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.32M +$779K +22,081 +31%
IWM
31
IHT Wealth Management
Illinois
$3.16M -$596K -16,895 -16%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$3.01M -$113K -3,200 -4%
Man Group
33
Man Group
United Kingdom
$2.88M +$2.88M +81,683 New
NCP
34
NexWave Capital Partners
New York
$2.85M – – –
ACM
35
Ascendant Capital Management
California
$2.82M +$1.06M +30,000 +60%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.74M -$33.2K -942 -1%
BCM
37
Breiter Capital Management
Florida
$2.7M +$2.7M +76,660 New
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$2.45M +$2.45M +69,556 New
PAG
39
Private Advisor Group
New Jersey
$2.13M +$39.6K +1,122 +2%
AAMC
40
Asset Allocation & Management Company
Illinois
$2.02M +$2.02M +5,747 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.92M +$112K +3,184 +6%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.91M +$1.61M +45,768 +551%
WS
43
Wedbush Securities
California
$1.88M +$256K +7,255 +16%
LCWP
44
Legacy Capital Wealth Partners
Arkansas
$1.82M -$1.48K -42 -0.1%
CF
45
Copperwynd Financial
Arizona
$1.43M -$138K -3,916 -9%
RWA
46
Redhawk Wealth Advisors
Minnesota
$1.38M +$51.9K +1,472 +4%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.37M -$677K -19,193 -33%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1.22M -$572K -16,211 -32%
PAS
49
Park Avenue Securities
New York
$1.17M +$406K +11,503 +53%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$1.15M +$117K +3,327 +11%
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