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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $199M invested in iShares Mortgage Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-20
Holders Change %
-13.61%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
34
Reduced
43
Closed
34
Calls
$3.09M
Puts
$4.11M
Net Calls
-$1.02M
Net Calls Change
-$1.2M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.67M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.64M
3
ECM
3
Evergreen Capital Management
Washington
$9.37M
4
HF
4
HRT Financial
New York
$1.07M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.76M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.2M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
WA
4
WestEnd Advisors
North Carolina
$0
5
BlackRock
5
BlackRock
New York
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$208K -$29.9K -1,119 -13%
Bessemer Group
77
Bessemer Group
New Jersey
$203K – – –
MA
78
MCF Advisors
Kentucky
$173K – – –
BAM
79
Belpointe Asset Management
Nevada
$172K -$220K -8,225 -56%
APA
80
American Portfolios Advisors
New York
$110K -$66.9K -2,500 -38%
SMFG
81
Sumitomo Mitsui Financial Group
Japan
$101K +$79.1K +2,960 +362%
CI
82
CX Institutional
Indiana
$90K +$90K +3,363 New
CFD
83
Creative Financial Designs
Indiana
$71K +$3.1K +116 +5%
PMFA
84
Plante Moran Financial Advisors
Michigan
$56K +$56K +2,100 New
CSB
85
City State Bank
Iowa
$41K -$28K -1,050 -41%
PO
86
Private Ocean
California
$38K – – –
William Blair & Company
87
William Blair & Company
Illinois
$35K – – –
FRA
88
Front Row Advisors
California
$33K – – –
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$32K +$5.53K +212 +21%
CG
90
Cutler Group
California
$28K -$91.4K -3,522 -77%
GRP
91
Global Retirement Partners
California
$25K – – –
AWM
92
Accel Wealth Management
Iowa
$23K – – –
GWM
93
Geneos Wealth Management
Colorado
$19K – – –
PTC
94
Private Trust Company
Ohio
$19K +$19K +723 New
FFA
95
Founders Financial Alliance
North Carolina
$16K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$15K -$15.9K -595 -51%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$14K -$20K -746 -59%
VVP
98
Venture Visionary Partners
Ohio
$13.4K +$13.4K +500 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
CP
100
Castleview Partners
Texas
$11.4K +$1.89K +331 +20%
2 3
4
5 6