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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

126 hedge funds and large institutions have $589M invested in iShares Mortgage Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+16
Holders Change %
+14.55%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
37
Reduced
34
Closed
15
Calls
$3.28M
Puts
$115M
Net Calls
-$111M
Net Calls Change
-$107M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$376M
2
VAG
2
VisionPoint Advisory Group
Texas
$11.9M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$11.2M
4
FIM
4
FWL Investment Management
Texas
$9.27M
5
Bank of America
5
Bank of America
North Carolina
$29.9M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$259K
2
ECM
2
Evergreen Capital Management
Washington
$3.34M
3
Citadel Advisors
3
Citadel Advisors
Florida
$500K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Citigroup
5
Citigroup
New York
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.64M +$1.24M +54,508 +308%
IWM
27
IHT Wealth Management
Illinois
$1.61M -$49K -2,160 -3%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.55M +$160K +7,058 +12%
PAS
29
Park Avenue Securities
New York
$1.34M +$194K +8,572 +17%
Goldman Sachs
30
Goldman Sachs
New York
$1.3M -$687K -30,279 -35%
HI
31
Harbour Investments
Wisconsin
$1.18M +$329K +14,483 +38%
BIA
32
Barry Investment Advisors
Massachusetts
$1.14M +$1.14M +50,079 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.12M -$737K -32,480 -40%
HF
34
HRT Financial
New York
$1.1M -$526K -23,188 -32%
TCA
35
Transcend Capital Advisors
New Jersey
$1.04M +$1.04M +45,785 New
MML Investors Services
36
MML Investors Services
Massachusetts
$1.03M -$7.1K -313 -0.7%
WS
37
Wedbush Securities
California
$1.02M -$36.8K -1,622 -3%
SW
38
SVB Wealth
Massachusetts
$941K +$941K +41,470 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$872K +$331K +14,611 +61%
IA
40
IFP Advisors
Florida
$863K +$9.21K +210 +1%
SSG
41
Summit Securities Group
New York
$862K +$830K +36,600 +2,614%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$763K +$66.3K +2,923 +10%
AWM
43
AE Wealth Management
Kansas
$763K -$993K -43,747 -57%
CF
44
Clarity Financial
Texas
$730K +$137K +6,024 +23%
Renaissance Technologies
45
Renaissance Technologies
New York
$717K -$572K -25,200 -44%
SIAG
46
Safeguard Investment Advisory Group
California
$702K -$4.72K -208 -0.7%
PFO
47
Pathstone Family Office
New Jersey
$697K +$165K +7,256 +31%
Mariner
48
Mariner
Kansas
$689K -$3.75K -165 -0.5%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$670K +$4.42K +195 +0.7%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$666K -$114K -5,033 -15%
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