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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

120 hedge funds and large institutions have $168M invested in iShares Mortgage Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
40
Reduced
43
Closed
20
Calls
$2.9M
Puts
$7.8M
Net Calls
-$4.9M
Net Calls Change
-$3.08M

Top Buyers

1
WAM
1
WNY Asset Management
New York
$18.8M
2
TPA
2
Trivium Point Advisory
Connecticut
$3.11M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.89M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.51M
5
RJA
5
Raymond James & Associates
Florida
$1.43M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
BlackRock
2
BlackRock
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$1.14M -$2.33K -105 -0.2%
FFA
27
First Foundation Advisors
California
$1.12M -$56K -2,527 -5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.05M +$56.5K +2,547 +6%
BIM
29
Bridges Investment Management
Nebraska
$1.04M +$181K +8,188 +21%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$925K -$50.6K -2,282 -5%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$913K -$21.5K -971 -2%
BCM
32
Brookstone Capital Management
Illinois
$889K -$87.4K -3,606 -9%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$853K -$23.6K -1,065 -3%
ECM
34
Evergreen Capital Management
Washington
$829K -$4.65K -210 -0.6%
Mariner
35
Mariner
Kansas
$801K -$113K -5,100 -12%
DWM
36
Drive Wealth Management
Utah
$746K -$789K -35,606 -51%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$704K -$47.4K -2,138 -6%
Citigroup
38
Citigroup
New York
$702K +$81.3K +3,668 +13%
NWM
39
Napa Wealth Management
California
$676K +$676K +30,494 New
Man Group
40
Man Group
United Kingdom
$672K – – –
AWM
41
AE Wealth Management
Kansas
$662K -$15K -678 -2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$608K +$337K +15,205 +124%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$604K +$14.5K +656 +2%
PAS
44
Park Avenue Securities
New York
$602K +$25.8K +1,163 +4%
BP
45
BBR Partners
New York
$554K +$222K +10,000 +67%
I
46
INVST
Indiana
$545K -$160K -7,297 -23%
Simplex Trading
47
Simplex Trading
Illinois
$487K +$347K +15,688 +249%
MA
48
Mutual Advisors
Nebraska
$479K -$8.85K -375 -2%
PAG
49
Private Advisor Group
New Jersey
$442K -$479K -21,622 -52%
Wealthfront Advisers
50
Wealthfront Advisers
California
$436K -$100K -4,523 -19%
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