REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

126 hedge funds and large institutions have $185M invested in iShares Mortgage Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
32
Reduced
48
Closed
19
Calls
$5.52M
Puts
$7.34M
Net Calls
-$1.82M
Net Calls Change
-$1.04M

Top Buyers

1
SAG
1
SageView Advisory Group
California
$18.5M
2
Wells Fargo
2
Wells Fargo
California
$16.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5.73M
4
DWM
4
Drive Wealth Management
Utah
$1.61M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.7M
2
BlackRock
2
BlackRock
New York
$6.28M
3
LPL Financial
3
LPL Financial
California
$5.16M
4
AWM
4
AE Wealth Management
Kansas
$710K
5
FIM
5
FWL Investment Management
Texas
$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$1.24M -$525K -22,606 -30%
IWM
27
IHT Wealth Management
Illinois
$1.2M -$114K -4,925 -9%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.04M +$199K +8,552 +24%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.02M -$1.65K -71 -0.2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$980K -$40.1K -1,727 -4%
PAG
31
Private Advisor Group
New Jersey
$966K +$64.7K +2,786 +7%
WS
32
Wedbush Securities
California
$962K -$19.8K -854 -2%
Mariner
33
Mariner
Kansas
$959K +$306K +13,154 +47%
BCM
34
Brookstone Capital Management
Illinois
$935K -$65.7K -2,825 -7%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$919K +$118K +5,094 +15%
BIM
36
Bridges Investment Management
Nebraska
$902K +$154K +6,640 +21%
ECM
37
Evergreen Capital Management
Washington
$874K -$76.7K -3,300 -8%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$788K -$30.4K -1,308 -4%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$770K +$502K +21,616 +188%
I
40
INVST
Indiana
$737K -$179K -7,800 -20%
AWM
41
AE Wealth Management
Kansas
$710K -$5.05M -217,222 -88%
Man Group
42
Man Group
United Kingdom
$705K +$705K +30,344 New
Goldman Sachs
43
Goldman Sachs
New York
$693K -$2.56M -110,302 -79%
Citigroup
44
Citigroup
New York
$650K -$977K -42,036 -60%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$618K -$29.1K -1,250 -4%
PAS
46
Park Avenue Securities
New York
$604K -$462K -19,893 -43%
AI
47
AXS Investments
New York
$581K -$232K -10,000 -29%
BAM
48
Bayview Asset Management
Florida
$581K +$581K +25,000 New
Wealthfront Advisers
49
Wealthfront Advisers
California
$562K -$20.8K -894 -4%
MA
50
Mutual Advisors
Nebraska
$480K – – –
1
2
3 4 5