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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

167 hedge funds and large institutions have $545M invested in iShares Mortgage Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-12
Holders Change %
-6.7%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
59
Reduced
50
Closed
23
Calls
$4.5M
Puts
$5.73M
Net Calls
-$1.24M
Net Calls Change
+$70K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$65.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.5M
3
AWS
AJ Wealth Strategies
New York
$48.6M
4
Citigroup
Citigroup
New York
$115M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.51M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$465K
2
SWM
Segment Wealth Management
Texas
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$1.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$7.01M
5
WA
WestEnd Advisors
North Carolina
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Mutual Advisors
Nebraska
$1.14M – – –
Mariner
52
Mariner
Kansas
$1.08M -$41K -1,134 -4%
Truist Financial
53
Truist Financial
North Carolina
$1.03M +$142K +3,929 +16%
FTUS
54
Flow Traders U.S.
New York
$1.03M -$1.23M -34,107 -55%
NAM
55
NTV Asset Management
West Virginia
$1.02M +$707K +19,550 +225%
Creative Planning
56
Creative Planning
Kansas
$1.02M +$52.9K +1,461 +5%
SIAG
57
Safeguard Investment Advisory Group
California
$956K +$268K +7,401 +39%
TLFA
58
True Link Financial Advisors
California
$946K -$37.6K -1,040 -4%
OPA
59
Old Port Advisors
Maine
$935K +$90.4K +2,459 +11%
Goldman Sachs
60
Goldman Sachs
New York
$923K +$571K +15,780 +162%
HI
61
Harbour Investments
Wisconsin
$918K +$82.1K +2,269 +10%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$910K +$16.4K +453 +2%
BRWA
63
B. Riley Wealth Advisors
Florida
$835K – – –
Barclays
64
Barclays
United Kingdom
$827K +$827K +22,845 New
LCAM
65
London & Capital Asset Management
United Kingdom
$796K – – –
SIC
66
Samalin Investment Counsel
New York
$706K +$17.3K +477 +3%
HIP
67
HUB Investment Partners
Texas
$687K -$16.6K -458 -2%
SF
68
Symphony Financial
Texas
$672K – – –
FFWM
69
Future Financial Wealth Management
Ohio
$656K – – –
RT
70
Rockland Trust
Massachusetts
$625K -$262K -7,234 -30%
Ameriprise
71
Ameriprise
Minnesota
$622K +$42.7K +1,181 +7%
GRP
72
Global Retirement Partners
California
$595K +$579K +16,020 +3,700%
AA
73
Advisory Alpha
Michigan
$563K -$2.82K -78 -0.5%
NAM
74
NorthCoast Asset Management
Connecticut
$522K – – –
SIM
75
SSI Investment Management
California
$518K – – –
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3
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