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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

118 hedge funds and large institutions have $180M invested in iShares Mortgage Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
40
Reduced
37
Closed
19
Calls
$9.89M
Puts
$30.2M
Net Calls
-$20.3M
Net Calls Change
+$91.1M

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.93M
2
CM
2
Caption Management
Oklahoma
$2.45M
3
Simplex Trading
3
Simplex Trading
Illinois
$4.16M
4
BIA
4
Barry Investment Advisors
Massachusetts
$2.37M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.29M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.5M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$199K
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$437K
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
51
Greenland Capital Management
New York
$559K 25,600 – –
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$551K 25,233 -13,215 -34%
BAAM
53
Baker Avenue Asset Management
California
$543K 24,843 +16,746 +207%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$541K 24,792 +3,987 +19%
Marshall Wace
55
Marshall Wace
United Kingdom
$498K 22,800 +22,800 New
IA
56
IFP Advisors
Florida
$467K 10,654 -9,014 -46%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$437K 20,000 -117,421 -85%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$436K 19,975 +19,975 New
HIP
59
HUB Investment Partners
Texas
$399K 18,278 -514 -3%
PCMC
60
Private Capital Management (Colorado)
Colorado
$397K 18,164 +18,164 New
SIC
61
Samalin Investment Counsel
New York
$392K 17,955 -8,078 -31%
SF
62
Symphony Financial
Texas
$380K 17,804 +2 +0%
CP
63
Castleview Partners
Texas
$350K 16,038 +95 +0.6%
PFO
64
Pathstone Family Office
New Jersey
$338K 15,468 -15,254 -50%
TPWA
65
TRUE Private Wealth Advisors
Oregon
$306K 14,020 +99 +0.7%
CW
66
CreativeOne Wealth
Kansas
$292K 13,367 +2,812 +27%
FFWM
67
Future Financial Wealth Management
Ohio
$289K 13,350 -1,536 -10%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$282K 12,926 -797 -6%
CG
69
CFO4Life Group
Texas
$282K 12,891 – –
SA
70
Sunesis Advisors
Kansas
$276K 12,642 +12,642 New
CC
71
Claybrook Capital
Massachusetts
$273K 12,521 – –
RJA
72
Raymond James & Associates
Florida
$267K 12,202 -5,203 -30%
HIS
73
Harvest Investment Services
Illinois
$265K 12,135 -1,169 -9%
KAS
74
Kestra Advisory Services
Texas
$251K 11,490 +1,531 +15%
BAM
75
BTS Asset Management
Massachusetts
$249K 11,415 +1 +0%
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3
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