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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

157 hedge funds and large institutions have $468M invested in iShares Mortgage Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 71 reducing their positions, and 32 closing their positions.

Holders
157
Holders Change
-10
Holders Change %
-5.99%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
37
Reduced
71
Closed
32
Calls
$10M
Puts
$4.59M
Net Calls
+$5.42M
Net Calls Change
+$6.66M

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$50M
2
HF
2
HRT Financial
New York
$2.71M
3
Citigroup
3
Citigroup
New York
$113M
4
Man Group
4
Man Group
United Kingdom
$5.01M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.17M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.5M
2
BlackRock
2
BlackRock
New York
$826K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.61M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$2.88M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
76
Regal Investment Advisors
Michigan
$381K 11,030 -23,409 -68%
QCIG
77
Quad-Cities Investment Group
Iowa
$380K 11,003 -2,388 -18%
JPLA
78
Joseph P. Lucia & Associates
New York
$377K 10,925 -1,284 -11%
HIS
79
Harvest Investment Services
Illinois
$367K 10,651 +3,165 +42%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$362K 10,496 – –
BHB
81
Bank Hapoalim BM
Israel
$336K 9,723 -3,204 -25%
IAA
82
Independent Advisor Alliance
North Carolina
$332K 9,629 +2,025 +27%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$325K 9,441 +1,276 +16%
OC
84
Oppenheimer & Co
New York
$323K 9,359 -100 -1%
IA
85
IFP Advisors
Florida
$310K 8,948 -186 -2%
BFA
86
Beacon Financial Advisory
Ohio
$309K 8,968 -338 -4%
AIP
87
Almanack Investment Partners
Pennsylvania
$294K 8,506 – –
SIM
88
SSI Investment Management
California
$287K 8,302 -6,061 -42%
OAM
89
Oppenheimer Asset Management
New York
$286K 8,275 -1,379 -14%
SPIA
90
Steward Partners Investment Advisory
New York
$283K 8,215 +300 +4%
AAMC
91
Asset Allocation & Management Company
Illinois
$283K 8,198 +2,451 +43%
CW
92
CreativeOne Wealth
Kansas
$282K 8,165 -332 -4%
RJT
93
Raymond James Trust
Florida
$281K 8,141 -1,086 -12%
BWM
94
BerganKDV Wealth Management
Minnesota
$278K 8,044 -158 -2%
Bessemer Group
95
Bessemer Group
New Jersey
$262K 7,601 +7,601 New
WAS
96
WESPAC Advisors SoCal
California
$252K 7,450 – –
HWM
97
Howard Wealth Management
Connecticut
$247K 7,171 -324 -4%
LNC
98
Lincoln National Corp
Pennsylvania
$230K 6,655 +6,655 New
APA
99
American Portfolios Advisors
New York
$225K 6,506 +405 +7%
Cerity Partners
100
Cerity Partners
New York
$222K 6,442 +6,442 New
2 3
4
5 6