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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

118 hedge funds and large institutions have $180M invested in iShares Mortgage Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
40
Reduced
37
Closed
19
Calls
$9.89M
Puts
$30.2M
Net Calls
-$20.3M
Net Calls Change
+$91.1M

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.93M
2
CM
2
Caption Management
Oklahoma
$2.45M
3
Simplex Trading
3
Simplex Trading
Illinois
$4.16M
4
BIA
4
Barry Investment Advisors
Massachusetts
$2.37M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.29M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.5M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$199K
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$437K
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AFG
76
Atomi Financial Group
New York
$245K 11,200 +11,200 New
JPLA
77
Joseph P. Lucia & Associates
New York
$229K 10,483 – –
Truist Financial
78
Truist Financial
North Carolina
$227K 10,384 +41 +0.4%
BFA
79
Beacon Financial Advisory
Ohio
$225K 10,284 +124 +1%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$223K 10,212 – –
SIM
81
Seaview Investment Managers
Florida
$223K 10,206 +336 +3%
NCM
82
Novare Capital Management
North Carolina
$218K 10,000 +10,000 New
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$199K 9,089 -148,138 -94%
SPIA
84
Steward Partners Investment Advisory
New York
$189K 8,665 +485 +6%
MA
85
MCF Advisors
Kentucky
$141K 6,453 – –
ASN
86
Advisory Services Network
Georgia
$130K 5,964 -1,750 -23%
BAM
87
Belpointe Asset Management
Nevada
$103K 4,694 +282 +6%
HCM
88
Hollencrest Capital Management
California
$77.7K 3,556 – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$75K 3,447 +2,972 +626%
SMFG
90
Sumitomo Mitsui Financial Group
Japan
$73.5K 3,367 -1,115 -25%
GRP
91
Global Retirement Partners
California
$71K 3,388 -104 -3%
CFD
92
Creative Financial Designs
Indiana
$58.1K 2,661 – –
CSPIA
93
Cary Street Partners Investment Advisory
Virginia
$51.3K 2,350 – –
EW
94
Element Wealth
Mississippi
$50.2K 2,297 +7 +0.3%
William Blair & Company
95
William Blair & Company
Illinois
$28.4K 1,300 – –
FRA
96
Front Row Advisors
California
$27K 1,250 – –
AWM
97
Accel Wealth Management
Iowa
$18.6K 850 – –
CG
98
Cutler Group
California
$17K 800 +800 New
SS
99
Sunbelt Securities
Texas
$16.8K 788 +788 New
FFA
100
Founders Financial Alliance
North Carolina
$12.7K 583 – –
2 3
4
5 6