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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

120 hedge funds and large institutions have $168M invested in iShares Mortgage Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
40
Reduced
43
Closed
20
Calls
$2.9M
Puts
$7.8M
Net Calls
-$4.9M
Net Calls Change
-$3.08M

Top Buyers

1
WAM
1
WNY Asset Management
New York
$18.8M
2
TPA
2
Trivium Point Advisory
Connecticut
$3.11M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.89M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.51M
5
RJA
5
Raymond James & Associates
Florida
$1.43M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
BlackRock
2
BlackRock
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
76
Harvest Investment Services
Illinois
$217K -$19.2K -868 -8%
WS
77
Wedbush Securities
California
$215K -$701K -31,675 -77%
HF
78
HRT Financial
New York
$212K +$212K +9,569 New
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$209K -$525K -23,696 -72%
BFA
80
Beacon Financial Advisory
Ohio
$209K +$6.83K +308 +3%
NS
81
NBC Securities
Alabama
$208K +$8.29K +375 +4%
RA
82
RFG Advisory
Alabama
$202K +$202K +9,097 New
TRCT
83
Tower Research Capital (TRC)
New York
$167K +$167K +7,551 New
MA
84
MCF Advisors
Kentucky
$143K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$81K +$133 +6 +0.2%
HCM
86
Hollencrest Capital Management
California
$77.6K – – –
PS
87
Principal Securities
Iowa
$39.5K +$16.9K +764 +75%
MG
88
Mather Group
Illinois
$38.6K +$38.6K +1,660 New
SPIA
89
Steward Partners Investment Advisory
New York
$25.6K +$133 +6 +0.5%
FIM
90
FWL Investment Management
Texas
$24.6K -$97.1K -4,382 -80%
EW
91
Element Wealth
Mississippi
$24K -$28.2K -1,271 -54%
WP
92
WealthShield Partners
North Carolina
$22.2K – – –
AT
93
Arlington Trust
Alabama
$22.2K +$22.2K +1,000 New
SWM
94
Sanctuary Wealth Management
Idaho
$18.2K – – –
NA
95
NewEdge Advisors
Louisiana
$15.9K +$89 +4 +0.6%
OP
96
ORG Partners
Indiana
$12.9K +$12.9K +589 New
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K – – –
GRP
98
Global Retirement Partners
California
$9.92K +$89 +4 +0.9%
FWP
99
FAS Wealth Partners
Kansas
$8.75K – – –
TWC
100
TD Waterhouse Canada
Ontario, Canada
$8.35K +$8.35K +375 New
2 3
4
5 6