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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

126 hedge funds and large institutions have $589M invested in iShares Mortgage Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
+16
Holders Change %
+14.55%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
37
Reduced
34
Closed
15
Calls
$3.28M
Puts
$115M
Net Calls
-$111M
Net Calls Change
-$107M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$376M
2
VAG
2
VisionPoint Advisory Group
Texas
$11.9M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$11.2M
4
FIM
4
FWL Investment Management
Texas
$9.27M
5
Bank of America
5
Bank of America
North Carolina
$29.9M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$259K
2
ECM
2
Evergreen Capital Management
Washington
$3.34M
3
Citadel Advisors
3
Citadel Advisors
Florida
$500K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Citigroup
5
Citigroup
New York
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
76
Joseph P. Lucia & Associates
New York
$238K -$44.9K -1,980 -16%
Truist Financial
77
Truist Financial
North Carolina
$235K -$2.56K -113 -1%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$232K -$11.4K -501 -5%
BFA
79
Beacon Financial Advisory
Ohio
$231K +$794 +35 +0.3%
PAG
80
Private Advisor Group
New Jersey
$227K +$60.8K +6,509 +37%
KAS
81
Kestra Advisory Services
Texas
$226K -$3.59K -158 -2%
SIM
82
Seaview Investment Managers
Florida
$224K +$3.02K +133 +1%
SPIA
83
Steward Partners Investment Advisory
New York
$186K +$27.6K +1,215 +17%
BAAM
84
Baker Avenue Asset Management
California
$184K -$35.7K -1,575 -16%
ASN
85
Advisory Services Network
Georgia
$175K +$175K +7,714 New
MA
86
MCF Advisors
Kentucky
$146K – – –
PG
87
Proffitt & Goodson
Tennessee
$118K – – –
SMFG
88
Sumitomo Mitsui Financial Group
Japan
$101K -$1.81K -80 -2%
BAM
89
Belpointe Asset Management
Nevada
$100K -$11.4K -504 -10%
R
90
Rebalance
California
$88.7K +$88.7K +3,911 New
HCM
91
Hollencrest Capital Management
California
$80.7K +$80.7K +3,556 New
GRP
92
Global Retirement Partners
California
$79.2K +$31.6K +1,391 +66%
TRCT
93
Tower Research Capital (TRC)
New York
$79K -$800K -35,470 -91%
MCC
94
Money Concepts Capital
Florida
$70.9K +$70.9K +3,124 New
CFD
95
Creative Financial Designs
Indiana
$60.4K +$5.36K +236 +10%
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$53.3K +$53.3K +2,350 New
EW
97
Element Wealth
Mississippi
$52K +$52K +2,290 New
William Blair & Company
98
William Blair & Company
Illinois
$29.5K – – –
SWM
99
Sanctuary Wealth Management
Idaho
$28.1K +$28.1K +1,240 New
FRA
100
Front Row Advisors
California
$28K – – –
2 3
4
5 6