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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $215M invested in iShares Mortgage Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
37
Reduced
42
Closed
16
Calls
$3.42M
Puts
$4.2M
Net Calls
-$779K
Net Calls Change
+$1.44M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$52.7M
2
BlackRock
BlackRock
New York
$12.8M
3
Macquarie Group
Macquarie Group
Australia
$3.09M
4
Ameriprise
Ameriprise
Minnesota
$5.26M
5
CL
Choreo LLC
Illinois
$2.15M

Top Sellers

1
FIM
FWL Investment Management
Texas
$3.81M
2
Bank of America
Bank of America
North Carolina
$16.5M
3
MFS
Mirabella Financial Services
United Kingdom
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$4.32M
5
LPL Financial
LPL Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$269K +$43.4K +1,838 +19%
HIS
77
Harvest Investment Services
Illinois
$266K -$1.92K -81 -0.7%
Simplex Trading
78
Simplex Trading
Illinois
$262K -$876K -37,164 -77%
NCM
79
Novare Capital Management
North Carolina
$236K – – –
BFA
80
Beacon Financial Advisory
Ohio
$234K -$13.3K -564 -5%
JPLA
81
Joseph P. Lucia & Associates
New York
$219K -$3.54K -150 -2%
KPWS
82
Kestra Private Wealth Services
Texas
$215K +$215K +9,104 New
WWG
83
West Wealth Group
California
$210K -$205K -8,680 -49%
CP
84
Castleview Partners
Texas
$193K -$171K -7,255 -47%
PCMC
85
Private Capital Management (Colorado)
Colorado
$190K -$9.44K -400 -5%
NS
86
NBC Securities
Alabama
$176K +$34.1K +1,450 +24%
TRCT
87
Tower Research Capital (TRC)
New York
$163K +$72.5K +3,074 +80%
MA
88
MCF Advisors
Kentucky
$152K – – –
SMFG
89
Sumitomo Mitsui Financial Group
Japan
$110K – – –
CG
90
Cutler Group
California
$92K +$61.6K +2,631 +202%
ASN
91
Advisory Services Network
Georgia
$89.3K +$89.3K +3,787 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$86K -$9.57K -404 -10%
HCM
93
Hollencrest Capital Management
California
$82.6K – – –
EW
94
Element Wealth
Mississippi
$56.4K +$1.63K +69 +3%
CFD
95
Creative Financial Designs
Indiana
$53.9K -$9.88K -419 -16%
OP
96
ORG Partners
Indiana
$48.1K +$48.1K +2,041 New
William Blair & Company
97
William Blair & Company
Illinois
$30.7K – – –
SWM
98
Sanctuary Wealth Management
Idaho
$29.3K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$27.1K – – –
PS
100
Principal Securities
Iowa
$26.4K +$26.4K +1,120 New
2 3
4
5 6