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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $199M invested in iShares Mortgage Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-20
Holders Change %
-13.61%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
34
Reduced
43
Closed
34
Calls
$3.09M
Puts
$4.11M
Net Calls
-$1.02M
Net Calls Change
-$1.2M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.67M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.64M
3
ECM
3
Evergreen Capital Management
Washington
$9.37M
4
HF
4
HRT Financial
New York
$1.07M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.76M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.2M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WA
4
WestEnd Advisors
North Carolina
$0
5
BlackRock
5
BlackRock
New York
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$570K -$6.39K -239 -1%
FFWM
52
Future Financial Wealth Management
Ohio
$505K – – –
HIP
53
HUB Investment Partners
Texas
$502K – – –
PAG
54
Private Advisor Group
New Jersey
$487K -$60.3K -2,253 -11%
SF
55
Symphony Financial
Texas
$487K +$160 +6 +0%
Ameriprise
56
Ameriprise
Minnesota
$365K -$29.9K -1,119 -8%
FTUS
57
Flow Traders U.S.
New York
$362K +$362K +13,555 New
HIS
58
Harvest Investment Services
Illinois
$343K +$1.66K +62 +0.5%
CC
59
Claybrook Capital
Massachusetts
$335K – – –
JPLA
60
Joseph P. Lucia & Associates
New York
$321K +$32.9K +1,233 +11%
PFO
61
Pathstone Family Office
New Jersey
$314K +$8.19K +306 +3%
Truist Financial
62
Truist Financial
North Carolina
$307K -$110K -4,094 -26%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$273K – – –
KAS
64
Kestra Advisory Services
Texas
$270K -$40K -1,500 -13%
RPCA
65
Running Point Capital Advisors
California
$267K – – –
RJFSA
66
Raymond James Financial Services Advisors
Florida
$261K -$17.6K -658 -6%
BFA
67
Beacon Financial Advisory
Ohio
$260K +$19.7K +736 +8%
VAG
68
VisionPoint Advisory Group
Texas
$248K -$574K -19,004 -70%
MFS
69
Mirabella Financial Services
United Kingdom
$245K +$245K +9,150 New
CW
70
CreativeOne Wealth
Kansas
$238K +$4.81K +180 +2%
OPA
71
Old Port Advisors
Maine
$235K -$194K -7,022 -45%
AWS
72
Atria Wealth Solutions
New York
$230K +$230K +8,605 New
SIM
73
SSI Investment Management
California
$222K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$220K – – –
AAMC
75
Asset Allocation & Management Company
Illinois
$219K – – –
1 2
3
4 5