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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

123 hedge funds and large institutions have $165M invested in iShares Mortgage Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
123
Holders Change
-4
Holders Change %
-3.15%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
40
Reduced
48
Closed
16
Calls
$2.47M
Puts
$11.7M
Net Calls
-$9.26M
Net Calls Change
-$1.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.2M
2
Ameriprise
2
Ameriprise
Minnesota
$9.04M
3
CF
3
Clarity Financial
Texas
$4.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.93M
5
UBS Group
5
UBS Group
Switzerland
$4.52M

Top Sellers

1
WAM
1
WNY Asset Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.2M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
MLM
26
Mount Lucas Management
Pennsylvania
$1.42M 66,284 -46,876 -41%
T
27
Transce3nd
Texas
$1.27M 59,454 +59,454 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.27M 59,281 +6,784 +13%
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$1.22M 57,305 +57,305 New
CIA
30
Capital Investment Advisors
Georgia
$1.19M 55,937 -13,033 -19%
PAG
31
Private Advisor Group
New Jersey
$1.12M 52,252 +3,383 +7%
IWM
32
IHT Wealth Management
Illinois
$1.11M 51,993 +2,287 +5%
BIM
33
Bridges Investment Management
Nebraska
$1.02M 47,668 +663 +1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$894K 41,856 -412 -1%
BAAM
35
Baker Avenue Asset Management
California
$828K 38,760 +508 +1%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$797K 37,347 +6,036 +19%
MNA
37
Manning & Napier Advisors
New York
$786K 36,797 -3,231 -8%
ECM
38
Evergreen Capital Management
Washington
$783K 36,693 -430 -1%
Mariner
39
Mariner
Kansas
$766K 35,869 +349 +1%
AGM
40
Alpine Global Management
New York
$745K 34,890 +34,890 New
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$719K 33,690 -4,456 -12%
FFA
42
First Foundation Advisors
California
$715K 33,486 -338 -1%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$678K 31,762 – –
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$675K 31,595 -9,929 -24%
AWM
45
AE Wealth Management
Kansas
$647K 30,301 +219 +0.7%
BCM
46
Brookstone Capital Management
Illinois
$613K 28,709 -3,384 -11%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$576K 27,000 +10,900 +68%
NWM
48
Napa Wealth Management
California
$563K 26,383 -11,273 -30%
AAS
49
Avantax Advisory Services
Texas
$535K 25,042 +6,120 +32%
RCM
50
Robinson Capital Management
Michigan
$531K 24,837 +5,000 +25%
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