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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

122 hedge funds and large institutions have $184M invested in iShares Mortgage Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
32
Reduced
36
Closed
15
Calls
$4.5M
Puts
$6.72M
Net Calls
-$2.22M
Net Calls Change
+$9.34M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
AWM
2
AE Wealth Management
Kansas
$5.08M
3
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$4.09M
4
MFS
4
Mirabella Financial Services
United Kingdom
$3.66M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.39M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.36M
2
BlackRock
2
BlackRock
New York
$8.47M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$234K 10,533 +10,533 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$228K 10,212 – –
NCM
78
Novare Capital Management
North Carolina
$223K 10,000 – –
RJA
79
Raymond James & Associates
Florida
$217K 9,724 +92 +1%
KAS
80
Kestra Advisory Services
Texas
$214K 9,574 +200 +2%
TPA
81
Trivium Point Advisory
Connecticut
$213K 10,120 +199 +2%
JPLA
82
Joseph P. Lucia & Associates
New York
$210K 9,417 -858 -8%
PCMC
83
Private Capital Management (Colorado)
Colorado
$189K 8,473 – –
MA
84
MCF Advisors
Kentucky
$148K 6,453 – –
SSG
85
Summit Securities Group
New York
$139K 6,200 -31,800 -84%
NS
86
NBC Securities
Alabama
$134K 6,032 +6,032 New
SMFG
87
Sumitomo Mitsui Financial Group
Japan
$104K 4,646 +1,619 +53%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$90K 4,033 +172 +4%
TRCT
89
Tower Research Capital (TRC)
New York
$85.3K 3,819 +2,149 +129%
HCM
90
Hollencrest Capital Management
California
$78.2K 3,500 -56 -2%
CFD
91
Creative Financial Designs
Indiana
$60.4K 2,703 +42 +2%
EW
92
Element Wealth
Mississippi
$51.9K 2,321 – –
CSPIA
93
Cary Street Partners Investment Advisory
Virginia
$30.2K 1,350 – –
William Blair & Company
94
William Blair & Company
Illinois
$29K 1,300 – –
CG
95
Cutler Group
California
$29K 1,300 +1,300 New
SWM
96
Sanctuary Wealth Management
Idaho
$27.7K 1,240 – –
SPIA
97
Steward Partners Investment Advisory
New York
$25.7K 1,150 -2,815 -71%
FIA
98
FNY Investment Advisers
New York
$22K 1,000 +1,000 New
FFA
99
Founders Financial Alliance
North Carolina
$13K 583 – –
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K 576 – –
2 3
4
5 6