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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

126 hedge funds and large institutions have $185M invested in iShares Mortgage Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
32
Reduced
48
Closed
19
Calls
$5.52M
Puts
$7.34M
Net Calls
-$1.82M
Net Calls Change
-$1.04M

Top Buyers

1
SAG
1
SageView Advisory Group
California
$18.5M
2
Wells Fargo
2
Wells Fargo
California
$16.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5.73M
4
DWM
4
Drive Wealth Management
Utah
$1.61M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.7M
2
BlackRock
2
BlackRock
New York
$6.28M
3
LPL Financial
3
LPL Financial
California
$5.16M
4
AWM
4
AE Wealth Management
Kansas
$710K
5
FIM
5
FWL Investment Management
Texas
$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
76
Harvest Investment Services
Illinois
$248K -$13.2K -567 -5%
SIM
77
Seaview Investment Managers
Florida
$246K -$63.7K -2,742 -21%
NCM
78
Novare Capital Management
North Carolina
$232K – – –
KPWS
79
Kestra Private Wealth Services
Texas
$221K +$9.16K +394 +4%
NS
80
NBC Securities
Alabama
$219K +$37.6K +1,550 +21%
JPLA
81
Joseph P. Lucia & Associates
New York
$215K – – –
BFA
82
Beacon Financial Advisory
Ohio
$212K -$19.1K -821 -8%
BFWM
83
Bright Futures Wealth Management
New York
$205K +$205K +9,328 New
MA
84
MCF Advisors
Kentucky
$150K – – –
Simplex Trading
85
Simplex Trading
Illinois
$146K -$112K -4,820 -43%
FIM
86
FWL Investment Management
Texas
$128K -$3.63M -156,225 -97%
SMFG
87
Sumitomo Mitsui Financial Group
Japan
$108K – – –
BAM
88
BTS Asset Management
Massachusetts
$87.6K +$87.6K +3,772 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$85K +$605 +26 +0.7%
HCM
90
Hollencrest Capital Management
California
$81.3K – – –
EW
91
Element Wealth
Mississippi
$54.7K -$813 -35 -1%
BL
92
BFSG LLC
California
$32.9K +$32.9K +1,414 New
SPIA
93
Steward Partners Investment Advisory
New York
$26.7K – – –
PS
94
Principal Securities
Iowa
$23.7K -$2.32K -100 -9%
WP
95
WealthShield Partners
North Carolina
$23.2K +$23.2K +1,000 New
SWM
96
Sanctuary Wealth Management
Idaho
$19.1K -$9.76K -420 -34%
NA
97
NewEdge Advisors
Louisiana
$16.6K +$23 +1 +0.1%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K – – –
GRP
99
Global Retirement Partners
California
$10.3K -$3.9K -168 -27%
HCM
100
Highlander Capital Management
New Jersey
$9.53K – – –
2 3
4
5 6