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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

145 hedge funds and large institutions have $339M invested in iShares Mortgage Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
32
Reduced
62
Closed
16
Calls
$19.2M
Puts
$3.49M
Net Calls
+$15.7M
Net Calls Change
+$13.8M

Top Buyers

1
Citigroup
1
Citigroup
New York
$78.8M
2
AWS
2
AJ Wealth Strategies
New York
$23.1M
3
Bank of America
3
Bank of America
North Carolina
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.54M
5
Wells Fargo
5
Wells Fargo
California
$16.1M

Top Sellers

1
NCP
1
NexWave Capital Partners
New York
$2.08M
2
NAM
2
NorthCoast Asset Management
Connecticut
$371K
3
PCP
3
Proficio Capital Partners
Massachusetts
$275K
4
BlackRock
4
BlackRock
New York
$26M
5
CM
5
Caption Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$751K -$5.56K -216 -0.7%
BRWA
52
B. Riley Wealth Advisors
Florida
$623K -$2.94K -114 -0.5%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$603K +$603K +23,414 New
LCAM
54
London & Capital Asset Management
United Kingdom
$567K +$567K +22,000 New
BAM
55
Belpointe Asset Management
Nevada
$564K -$129K -5,004 -19%
AWM
56
AE Wealth Management
Kansas
$518K -$178K -6,899 -26%
SIC
57
Samalin Investment Counsel
New York
$510K -$11.7K -456 -2%
QCIG
58
Quad-Cities Investment Group
Iowa
$505K -$40.4K -1,567 -7%
SF
59
Symphony Financial
Texas
$487K -$6.18K -240 -1%
KAS
60
Kestra Advisory Services
Texas
$441K +$441K +17,108 New
SCA
61
SMH Capital Advisors
Texas
$438K -$2.42K -94 -0.5%
SS
62
Simplicity Solutions
Minnesota
$414K -$28.5K -1,108 -6%
JPLA
63
Joseph P. Lucia & Associates
New York
$397K -$19.3K -750 -5%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$375K – – –
NAM
65
NorthCoast Asset Management
Connecticut
$371K -$6.22M -240,870 -94%
IAA
66
Ironsides Asset Advisors
North Carolina
$362K -$467K -18,100 -56%
SWM
67
Sculati Wealth Management
Michigan
$352K +$352K +13,670 New
Jane Street
68
Jane Street
New York
$348K -$507K -19,694 -59%
VI
69
Vestcor Inc
New Brunswick, Canada
$348K – – –
AAS
70
Avantax Advisory Services
Texas
$340K +$340K +13,208 New
PFO
71
Pathstone Family Office
New Jersey
$335K -$193K -7,500 -37%
FAAS
72
First Allied Advisory Services
California
$335K -$28.6K -1,109 -8%
SPC
73
Sigma Planning Corp
Michigan
$328K -$65.5K -2,543 -17%
CC
74
Claybrook Capital
Massachusetts
$323K +$323K +12,521 New
SSG
75
Summit Securities Group
New York
$319K +$319K +12,400 New
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