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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $215M invested in iShares Mortgage Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
37
Reduced
42
Closed
16
Calls
$3.42M
Puts
$4.2M
Net Calls
-$779K
Net Calls Change
+$1.44M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$52.7M
2
BlackRock
BlackRock
New York
$12.8M
3
Macquarie Group
Macquarie Group
Australia
$3.09M
4
Ameriprise
Ameriprise
Minnesota
$5.26M
5
CL
Choreo LLC
Illinois
$2.15M

Top Sellers

1
FIM
FWL Investment Management
Texas
$3.81M
2
Bank of America
Bank of America
North Carolina
$16.5M
3
MFS
Mirabella Financial Services
United Kingdom
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$4.32M
5
LPL Financial
LPL Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$1.65M +$1.15M +48,673 +228%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.6M -$863K -36,606 -35%
CG
28
Cynosure Group
Utah
$1.55M +$763K +32,327 +97%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.53M +$83.7K +3,548 +6%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.44M +$1.43M +58,993 +25,538%
HI
31
Harbour Investments
Wisconsin
$1.43M +$108K +4,591 +8%
IWM
32
IHT Wealth Management
Illinois
$1.34M -$147K -6,234 -10%
Jane Street
33
Jane Street
New York
$1.16M +$544K +23,044 +88%
PAS
34
Park Avenue Securities
New York
$1.08M -$254K -10,785 -19%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.04M -$31.9K -1,350 -3%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.04M +$79K +3,347 +8%
BCM
37
Brookstone Capital Management
Illinois
$1.02M -$125K -5,289 -11%
WS
38
Wedbush Securities
California
$997K +$26.5K +1,123 +3%
ECM
39
Evergreen Capital Management
Washington
$965K -$2.26M -95,960 -70%
PAG
40
Private Advisor Group
New Jersey
$915K +$20.3K +859 +2%
I
41
INVST
Indiana
$887K -$486K -21,903 -35%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$855K +$855K +36,264 New
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$831K -$19.7K -837 -2%
AI
44
AXS Investments
New York
$826K +$826K +35,000 New
Millennium Management
45
Millennium Management
New York
$814K +$814K +34,485 New
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$813K -$33.9K -1,439 -4%
BIM
47
Bridges Investment Management
Nebraska
$759K +$51.9K +2,200 +7%
FTUS
48
Flow Traders U.S.
New York
$740K +$740K +31,360 New
Mariner
49
Mariner
Kansas
$663K -$249K -10,576 -27%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$657K +$94.6K +4,010 +17%
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