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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

177 hedge funds and large institutions have $516M invested in iShares Mortgage Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
55
Reduced
52
Closed
24
Calls
$6.28M
Puts
$5.4M
Net Calls
+$886K
Net Calls Change
+$1.89M

Top Buyers

1
BWA
1
BDO Wealth Advisors
Florida
$8.26M
2
Bank of America
2
Bank of America
North Carolina
$44.9M
3
DF
3
Donoghue Forlines
Massachusetts
$9.97M
4
Morgan Stanley
4
Morgan Stanley
New York
$42.2M
5
Citigroup
5
Citigroup
New York
$106M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$781K
2
LSA
2
Lion Street Advisors
Texas
$0
3
MLM
3
Mount Lucas Management
Pennsylvania
$6.05M
4
SIM
4
SSI Investment Management
California
$572K
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$1.13M – – –
MA
52
Mutual Advisors
Nebraska
$1.04M +$1.04M +29,400 New
FTUS
53
Flow Traders U.S.
New York
$999K +$665K +18,876 +199%
SWM
54
Sculati Wealth Management
Michigan
$987K +$329K +9,323 +50%
TLFA
55
True Link Financial Advisors
California
$959K – – –
BTWM
56
Baker Tilly Wealth Management
Wisconsin
$927K +$927K +26,303 New
RT
57
Rockland Trust
Massachusetts
$880K -$26.2K -744 -3%
RWP
58
RWA Wealth Partners
Massachusetts
$840K -$39.1K -1,110 -4%
PFO
59
Pathstone Family Office
New Jersey
$832K +$35.9K +1,019 +5%
BRWA
60
B. Riley Wealth Advisors
Florida
$821K -$8.37K -237 -1%
Citadel Advisors
61
Citadel Advisors
Florida
$781K -$10.1M -285,536 -93%
LCAM
62
London & Capital Asset Management
United Kingdom
$776K – – –
SIC
63
Samalin Investment Counsel
New York
$765K +$15.2K +430 +2%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$760K -$4.76K -135 -0.6%
HI
65
Harbour Investments
Wisconsin
$735K +$735K +20,845 New
HIP
66
HUB Investment Partners
Texas
$729K -$556K -15,788 -43%
MCM
67
Monument Capital Management
Virginia
$695K -$23.2K -658 -3%
SF
68
Symphony Financial
Texas
$672K +$2.17K +61 +0.3%
FM
69
Family Management
New York
$663K -$585K -16,595 -47%
TNBTD
70
Trustmark National Bank Trust Department
Mississippi
$653K -$298K -8,468 -31%
BAM
71
Belpointe Asset Management
Nevada
$622K +$170K +4,821 +38%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$619K -$1.33M -37,818 -68%
Truist Financial
73
Truist Financial
North Carolina
$608K -$66K -1,872 -10%
SIAG
74
Safeguard Investment Advisory Group
California
$583K -$47.8K -1,356 -8%
AWM
75
AE Wealth Management
Kansas
$583K -$33.9K -962 -5%
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3
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