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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $215M invested in iShares Mortgage Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
37
Reduced
42
Closed
16
Calls
$3.42M
Puts
$4.2M
Net Calls
-$779K
Net Calls Change
+$1.44M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$52.7M
2
BlackRock
BlackRock
New York
$12.8M
3
Macquarie Group
Macquarie Group
Australia
$3.09M
4
Ameriprise
Ameriprise
Minnesota
$5.26M
5
CL
Choreo LLC
Illinois
$2.15M

Top Sellers

1
FIM
FWL Investment Management
Texas
$3.81M
2
Bank of America
Bank of America
North Carolina
$16.5M
3
MFS
Mirabella Financial Services
United Kingdom
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$4.32M
5
LPL Financial
LPL Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
51
Wealthfront Advisers
California
$592K +$250K +10,578 +73%
SIAG
52
Safeguard Investment Advisory Group
California
$563K -$34.4K -1,458 -6%
MA
53
Mutual Advisors
Nebraska
$488K -$35.4K -1,500 -7%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$447K -$46.5K -1,971 -9%
SSG
55
Summit Securities Group
New York
$420K +$274K +11,600 +187%
TCA
56
Transcend Capital Advisors
New Jersey
$400K -$5.9K -250 -1%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$397K -$219K -9,277 -36%
CG
58
CFO4Life Group
Texas
$386K +$81.6K +3,461 +27%
AA
59
AlphaCentric Advisors
Puerto Rico
$372K -$25.2K -1,069 -6%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$371K +$371K +15,743 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$355K -$31.7K -1,343 -8%
TPWA
62
TRUE Private Wealth Advisors
Oregon
$332K -$6.82K -289 -2%
SF
63
Symphony Financial
Texas
$318K +$139 +6 +0%
FFWM
64
Future Financial Wealth Management
Ohio
$315K – – –
SIM
65
Seaview Investment Managers
Florida
$314K +$314K +13,308 New
CF
66
Clarity Financial
Texas
$308K +$42.1K +1,785 +16%
Stifel Financial
67
Stifel Financial
Missouri
$299K +$299K +12,676 New
SA
68
Sunesis Advisors
Kansas
$298K – – –
CW
69
CreativeOne Wealth
Kansas
$298K +$298K +12,652 New
Lido Advisors
70
Lido Advisors
California
$295K +$295K +12,521 New
IA
71
IFP Advisors
Florida
$294K -$9.25K -392 -3%
SA
72
Strategic Advocates
Utah
$293K -$107K -4,524 -27%
RJA
73
Raymond James & Associates
Florida
$286K +$56.4K +2,392 +25%
Comerica Bank
74
Comerica Bank
Texas
$282K +$32.4K +1,374 +13%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$272K +$272K +11,525 New
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