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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

122 hedge funds and large institutions have $184M invested in iShares Mortgage Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
32
Reduced
36
Closed
15
Calls
$4.5M
Puts
$6.72M
Net Calls
-$2.22M
Net Calls Change
+$9.34M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
AWM
2
AE Wealth Management
Kansas
$5.08M
3
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$4.09M
4
MFS
4
Mirabella Financial Services
United Kingdom
$3.66M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.39M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.36M
2
BlackRock
2
BlackRock
New York
$8.47M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$477K 21,358 -272 -1%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$467K 20,906 +2,410 +13%
HIP
53
HUB Investment Partners
Texas
$403K 18,054 – –
WWG
54
West Wealth Group
California
$393K 17,594 -1,569 -8%
TCA
55
Transcend Capital Advisors
New Jersey
$385K 17,220 +3,000 +21%
SA
56
Strategic Advocates
Utah
$379K 16,962 +16,962 New
AA
57
AlphaCentric Advisors
Puerto Rico
$376K 16,846 +16,846 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$366K 16,371 -1,595 -9%
PFO
59
Pathstone Family Office
New Jersey
$347K 15,538 – –
CP
60
Castleview Partners
Texas
$345K 15,457 -1,132 -7%
Wealthfront Advisers
61
Wealthfront Advisers
California
$324K 14,501 +3,611 +33%
TPWA
62
TRUE Private Wealth Advisors
Oregon
$321K 14,363 – –
FFWM
63
Future Financial Wealth Management
Ohio
$298K 13,350 – –
SF
64
Symphony Financial
Texas
$298K 13,720 +4 +0%
CG
65
CFO4Life Group
Texas
$288K 12,891 – –
IA
66
IFP Advisors
Florida
$288K 12,871 +2,007 +18%
SA
67
Sunesis Advisors
Kansas
$282K 12,642 +12,642 New
CC
68
Claybrook Capital
Massachusetts
$280K 12,521 – –
BAM
69
BTS Asset Management
Massachusetts
$277K 12,392 -9 -0.1%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$257K 11,524 -1,221 -10%
HIS
71
Harvest Investment Services
Illinois
$253K 11,312 -880 -7%
AFG
72
Atomi Financial Group
New York
$252K 11,300 -200 -2%
CF
73
Clarity Financial
Texas
$252K 11,268 -916 -8%
Comerica Bank
74
Comerica Bank
Texas
$237K 10,596 +10,596 New
BFA
75
Beacon Financial Advisory
Ohio
$234K 10,490 – –
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3
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