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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

126 hedge funds and large institutions have $589M invested in iShares Mortgage Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
+16
Holders Change %
+14.55%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
37
Reduced
34
Closed
15
Calls
$3.28M
Puts
$115M
Net Calls
-$111M
Net Calls Change
-$107M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$376M
2
VAG
2
VisionPoint Advisory Group
Texas
$11.9M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$11.2M
4
FIM
4
FWL Investment Management
Texas
$9.27M
5
Bank of America
5
Bank of America
North Carolina
$29.9M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$259K
2
ECM
2
Evergreen Capital Management
Washington
$3.34M
3
Citadel Advisors
3
Citadel Advisors
Florida
$500K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Citigroup
5
Citigroup
New York
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$613K +$613K +27,034 New
TLFA
52
True Link Financial Advisors
California
$592K – – –
SIC
53
Samalin Investment Counsel
New York
$591K +$34.6K +1,523 +6%
MA
54
Mutual Advisors
Nebraska
$584K -$84K -3,700 -13%
GCM
55
Greenland Capital Management
New York
$581K +$581K +25,600 New
BCM
56
Bluefin Capital Management
New York
$542K +$542K +23,900 New
Citadel Advisors
57
Citadel Advisors
Florida
$500K -$2.92M -128,516 -85%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$472K +$472K +20,805 New
HIP
59
HUB Investment Partners
Texas
$426K – – –
SF
60
Symphony Financial
Texas
$420K -$10.7K -452 -2%
Ameriprise
61
Ameriprise
Minnesota
$410K +$45.6K +2,007 +13%
RJA
62
Raymond James & Associates
Florida
$395K -$338K -14,910 -46%
CP
63
Castleview Partners
Texas
$362K +$322K +14,211 +820%
Belvedere Trading
64
Belvedere Trading
Illinois
$340K +$340K +15,000 New
FFWM
65
Future Financial Wealth Management
Ohio
$338K – – –
TPWA
66
TRUE Private Wealth Advisors
Oregon
$316K +$13.4K +592 +4%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$311K -$69.3K -3,052 -18%
HIS
68
Harvest Investment Services
Illinois
$302K +$11.9K +526 +4%
C
69
CFO4Life
Texas
$292K +$292K +12,891 New
CG
70
CFO4Life Group
Texas
$292K +$292K +12,891 New
CC
71
Claybrook Capital
Massachusetts
$284K – – –
BAM
72
BTS Asset Management
Massachusetts
$279K +$279K +11,414 New
FAM
73
Flaharty Asset Management
Florida
$259K -$11.4M -503,692 -98%
PWM
74
Prosperity Wealth Management
California
$247K +$247K +10,902 New
CW
75
CreativeOne Wealth
Kansas
$240K +$240K +10,555 New
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