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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

126 hedge funds and large institutions have $185M invested in iShares Mortgage Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
32
Reduced
48
Closed
19
Calls
$5.52M
Puts
$7.34M
Net Calls
-$1.82M
Net Calls Change
-$1.04M

Top Buyers

1
SAG
1
SageView Advisory Group
California
$18.5M
2
Wells Fargo
2
Wells Fargo
California
$16.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5.73M
4
DWM
4
Drive Wealth Management
Utah
$1.61M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.7M
2
BlackRock
2
BlackRock
New York
$6.28M
3
LPL Financial
3
LPL Financial
California
$5.16M
4
AWM
4
AE Wealth Management
Kansas
$710K
5
FIM
5
FWL Investment Management
Texas
$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$425K -$15.1K -650 -3%
SIAG
52
Safeguard Investment Advisory Group
California
$412K -$143K -6,164 -26%
TCA
53
Transcend Capital Advisors
New Jersey
$400K +$5.65K +243 +1%
Comerica Bank
54
Comerica Bank
Texas
$394K +$116K +4,987 +42%
AA
55
AlphaCentric Advisors
Puerto Rico
$371K +$4.11K +177 +1%
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$366K +$395 +17 +0.1%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$357K +$7.74K +333 +2%
CFP
58
Cascade Financial Partners
California
$352K +$352K +16,196 New
BP
59
BBR Partners
New York
$349K +$349K +15,000 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$348K -$43.2K -1,860 -11%
TPWA
61
TRUE Private Wealth Advisors
Oregon
$329K +$1.67K +72 +0.5%
SF
62
Symphony Financial
Texas
$319K +$23 +1 +0%
FFWM
63
Future Financial Wealth Management
Ohio
$310K – – –
KAS
64
Kestra Advisory Services
Texas
$300K +$34.7K +1,495 +13%
Stifel Financial
65
Stifel Financial
Missouri
$295K – – –
Lido Advisors
66
Lido Advisors
California
$291K – – –
CW
67
CreativeOne Wealth
Kansas
$289K -$5.35K -230 -2%
IA
68
IFP Advisors
Florida
$288K -$2.05K -88 -0.7%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$284K +$284K +12,236 New
CF
70
Clarity Financial
Texas
$272K -$31.7K -1,364 -10%
Two Sigma Investments
71
Two Sigma Investments
New York
$270K +$270K +11,600 New
AAS
72
Avantax Advisory Services
Texas
$264K +$264K +11,343 New
TCM
73
Triumph Capital Management
Colorado
$259K +$259K +11,290 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$258K +$258K +11,090 New
RJA
75
Raymond James & Associates
Florida
$256K -$26K -1,118 -9%
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