REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

110 hedge funds and large institutions have $156M invested in iShares Mortgage Real Estate ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-17
Holders Change %
-13.39%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
33
Closed
32
Calls
$2.34M
Puts
$6.76M
Net Calls
-$4.43M
Net Calls Change
-$3.41M

Top Buyers

1
Citigroup
1
Citigroup
New York
$5.75M
2
BlackRock
2
BlackRock
New York
$5.99M
3
LPL Financial
3
LPL Financial
California
$8.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.15M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.19M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$820K
2
Bank of America
2
Bank of America
North Carolina
$20.4M
3
CAN
3
Cetera Advisor Networks
California
$0
4
Macquarie Group
4
Macquarie Group
Australia
$0
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$103K -$31.6K -1,509 -23%
SMFG
77
Sumitomo Mitsui Financial Group
Japan
$96K +$16.5K +784 +21%
APA
78
American Portfolios Advisors
New York
$83.5K -$2.99K -143 -3%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$63K +$63K +2,991 New
CFD
80
Creative Financial Designs
Indiana
$51K -$4.96K -236 -9%
GRP
81
Global Retirement Partners
California
$50K +$27.8K +1,168 +125%
CP
82
Castleview Partners
Texas
$36K -$5.57K -268 -13%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$35K +$9.93K +486 +40%
SSG
84
Summit Securities Group
New York
$29K +$29K +1,400 New
William Blair & Company
85
William Blair & Company
Illinois
$27K – – –
FRA
86
Front Row Advisors
California
$26K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$20K +$8K +375 +67%
AWM
88
Accel Wealth Management
Iowa
$19K – – –
PTC
89
Private Trust Company
Ohio
$15K – – –
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$15K +$15K +727 New
CG
91
Cutler Group
California
$12K -$9.47K -476 -44%
FFA
92
Founders Financial Alliance
North Carolina
$12K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$10K -$873 -42 -8%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
SIA
95
SkyView Investment Advisors
New Jersey
$9K – – –
AIM
96
Anchor Investment Management
South Carolina
$8.38K – – –
TWC
97
TD Waterhouse Canada
Ontario, Canada
$8.02K – – –
LFG
98
Larson Financial Group
Missouri
$7K – – –
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.55K – – –
ACK
100
Andrew C. Karlinski
$5K – – –
2 3
4
5 6