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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

147 hedge funds and large institutions have $283M invested in iShares Mortgage Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 51 reducing their positions, and 27 closing their positions.

Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
42
Reduced
51
Closed
27
Calls
$4.41M
Puts
$4.23M
Net Calls
+$182K
Net Calls Change
-$5.24M

Top Buyers

1
BlackRock
1
BlackRock
New York
$10.3M
2
ECM
2
Evergreen Capital Management
Washington
$10.1M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$5.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$43.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.22M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.82M
2
AWS
2
AJ Wealth Strategies
New York
$3.85M
3
Wells Fargo
3
Wells Fargo
California
$13.4M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$931K
5
Man Group
5
Man Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
51
Samalin Investment Counsel
New York
$683K 20,899 +2,408 +13%
PAG
52
Private Advisor Group
New Jersey
$668K 20,455 -60,597 -75%
HIP
53
HUB Investment Partners
Texas
$614K 18,792 -194 -1%
AA
54
Advisory Alpha
Michigan
$582K 17,811 +1,159 +7%
SF
55
Symphony Financial
Texas
$568K 18,248 +523 +3%
OPA
56
Old Port Advisors
Maine
$511K 15,538 -9,658 -38%
Truist Financial
57
Truist Financial
North Carolina
$508K 15,553 -7,105 -31%
FFWM
58
Future Financial Wealth Management
Ohio
$505K 15,446 – –
Ameriprise
59
Ameriprise
Minnesota
$482K 14,757 -724 -5%
BAM
60
Belpointe Asset Management
Nevada
$479K 14,650 -2,487 -15%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$479K 14,648 +8,278 +130%
HIS
62
Harvest Investment Services
Illinois
$417K 12,778 +2,127 +20%
RT
63
Rockland Trust
Massachusetts
$415K 12,695 -4,145 -25%
CC
64
Claybrook Capital
Massachusetts
$409K 12,521 – –
KAS
65
Kestra Advisory Services
Texas
$379K 11,616 -320 -3%
Citadel Advisors
66
Citadel Advisors
Florida
$378K 11,575 -80,411 -87%
PFO
67
Pathstone Family Office
New Jersey
$373K 11,427 +52 +0.5%
JPLA
68
Joseph P. Lucia & Associates
New York
$352K 10,780 -145 -1%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$340K 10,404 -41,180 -80%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$334K 10,212 -284 -3%
RPCA
71
Running Point Capital Advisors
California
$327K 10,000 +10,000 New
BFA
72
Beacon Financial Advisory
Ohio
$294K 9,002 +34 +0.4%
OC
73
Oppenheimer & Co
New York
$291K 8,914 -445 -5%
CW
74
CreativeOne Wealth
Kansas
$285K 8,734 +569 +7%
AIP
75
Almanack Investment Partners
Pennsylvania
$278K 8,506 – –
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