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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

122 hedge funds and large institutions have $184M invested in iShares Mortgage Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
32
Reduced
36
Closed
15
Calls
$4.5M
Puts
$6.72M
Net Calls
-$2.22M
Net Calls Change
+$9.34M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
AWM
2
AE Wealth Management
Kansas
$5.08M
3
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$4.09M
4
MFS
4
Mirabella Financial Services
United Kingdom
$3.66M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.39M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.36M
2
BlackRock
2
BlackRock
New York
$8.47M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
I
26
INVST
Indiana
$1.38M 61,869 +33,205 +116%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.37M 61,215 +5,324 +10%
BAAM
28
Baker Avenue Asset Management
California
$1.28M 57,221 +29,102 +103%
PAS
29
Park Avenue Securities
New York
$1.27M 56,682 -5,627 -9%
HI
30
Harbour Investments
Wisconsin
$1.25M 56,115 +1,333 +2%
Simplex Trading
31
Simplex Trading
Illinois
$1.08M 48,282 -11,391 -19%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.02M 45,424 +65 +0.1%
BCM
33
Brookstone Capital Management
Illinois
$983K 48,364 -21,472 -31%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$933K 41,774 +41,774 New
WS
35
Wedbush Securities
California
$919K 41,121 -2,286 -5%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$906K 40,546 -33,591 -45%
Mariner
37
Mariner
Kansas
$864K 38,685 +7,022 +22%
PAG
38
Private Advisor Group
New Jersey
$848K 37,941 -5,962 -14%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$805K 36,045 +16,070 +80%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$802K 35,895 +225 +0.6%
CG
41
Cynosure Group
Utah
$747K 33,420 – –
Man Group
42
Man Group
United Kingdom
– – – –
BIM
43
Bridges Investment Management
Nebraska
$670K 29,977 +29,977 New
Jane Street
44
Jane Street
New York
$585K 26,191 +26,191 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$584K 26,124 -2,718 -9%
TLFA
46
True Link Financial Advisors
California
$583K 26,099 – –
GCM
47
Greenland Capital Management
New York
$572K 25,600 -10,000 -28%
SIAG
48
Safeguard Investment Advisory Group
California
$566K 25,334 -2,024 -7%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$532K 23,835 +3,325 +16%
MA
50
Mutual Advisors
Nebraska
$495K 22,175 -2,250 -9%
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