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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $225M invested in iShares Mortgage Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
56
Reduced
25
Closed
16
Calls
$2.33M
Puts
$10.5M
Net Calls
-$8.13M
Net Calls Change
-$3.23M

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
$6.85M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.05M
3
Two Sigma Investments
Two Sigma Investments
New York
$7.6M
4
Man Group
Man Group
United Kingdom
$5.19M
5
Ameriprise
Ameriprise
Minnesota
$6.92M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$505K
2
BP
BBR Partners
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$6M
4
FFA
First Foundation Advisors
California
$803K
5
WAM
WNY Asset Management
New York
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.09M +$208K +8,782 +11%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.99M +$388K +16,312 +24%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.9M +$1.52M +64,242 +409%
CL
29
Choreo LLC
Illinois
$1.74M -$150K -6,450 -8%
HI
30
Harbour Investments
Wisconsin
$1.72M +$50.7K +2,136 +3%
CIA
31
Capital Investment Advisors
Georgia
$1.64M -$13.7K -578 -0.8%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.25M +$122K +5,134 +11%
IWM
33
IHT Wealth Management
Illinois
$1.18M -$46K -1,938 -4%
PAG
34
Private Advisor Group
New Jersey
$1.16M +$686K +28,905 +145%
BIM
35
Bridges Investment Management
Nebraska
$1.12M – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1M +$13K +547 +1%
DWM
37
Drive Wealth Management
Utah
$1M +$203K +8,543 +25%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$985K +$7.81K +329 +0.8%
MNA
39
Manning & Napier Advisors
New York
$950K +$950K +40,028 New
BAAM
40
Baker Avenue Asset Management
California
$908K +$908K +38,252 New
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$905K -$8.04K -339 -0.9%
NWM
42
Napa Wealth Management
California
$894K +$170K +7,162 +23%
ECM
43
Evergreen Capital Management
Washington
$881K -$6.76K -285 -0.8%
Citigroup
44
Citigroup
New York
$855K +$104K +4,386 +14%
Mariner
45
Mariner
Kansas
$843K -$15.3K -643 -2%
FFA
46
First Foundation Advisors
California
$803K -$400K -16,853 -33%
BCM
47
Brookstone Capital Management
Illinois
$762K -$108K -4,551 -12%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$754K – – –
GS
49
GTS Securities
New York
$754K +$754K +31,757 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$743K +$96.3K +4,060 +15%
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