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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

120 hedge funds and large institutions have $168M invested in iShares Mortgage Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
40
Reduced
43
Closed
20
Calls
$2.9M
Puts
$7.8M
Net Calls
-$4.9M
Net Calls Change
-$3.08M

Top Buyers

1
WAM
1
WNY Asset Management
New York
$18.8M
2
TPA
2
Trivium Point Advisory
Connecticut
$3.11M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.89M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.51M
5
RJA
5
Raymond James & Associates
Florida
$1.43M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
BlackRock
2
BlackRock
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$386K -$19.6K -883 -5%
KAS
52
Kestra Advisory Services
Texas
$373K +$87.2K +3,933 +30%
CFP
53
Cascade Financial Partners
California
$359K – – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$356K +$24.4K +1,099 +7%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$351K +$1.71K +77 +0.5%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$348K +$7.85K +354 +2%
AAS
57
Avantax Advisory Services
Texas
$338K +$86.8K +3,917 +35%
AA
58
AlphaCentric Advisors
Puerto Rico
$314K -$39.3K -1,773 -11%
CF
59
Clarity Financial
Texas
$311K +$52K +2,347 +20%
BFWM
60
Bright Futures Wealth Management
New York
$310K +$94.8K +4,110 +44%
Comerica Bank
61
Comerica Bank
Texas
$307K -$68.5K -3,093 -18%
SIAG
62
Safeguard Investment Advisory Group
California
$304K -$88.5K -3,994 -23%
CW
63
CreativeOne Wealth
Kansas
$299K +$23.9K +1,081 +9%
SF
64
Symphony Financial
Texas
$291K -$9.99K -455 -3%
FFWM
65
Future Financial Wealth Management
Ohio
$286K -$9.97K -450 -3%
Allspring Global Investments
66
Allspring Global Investments
North Carolina
$284K +$284K +12,800 New
Stifel Financial
67
Stifel Financial
Missouri
$281K – – –
Lido Advisors
68
Lido Advisors
California
$277K – – –
IA
69
IFP Advisors
Florida
$272K -$2.08K -94 -0.8%
SIM
70
Seaview Investment Managers
Florida
$256K +$22K +991 +9%
TCM
71
Triumph Capital Management
Colorado
$254K +$4.23K +191 +2%
Cerity Partners
72
Cerity Partners
New York
$247K +$247K +11,145 New
KPWS
73
Kestra Private Wealth Services
Texas
$238K +$27.3K +1,232 +13%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$225K -$20.5K -925 -8%
SMFG
75
Sumitomo Mitsui Financial Group
Japan
$221K +$118K +5,340 +115%
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3
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