REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

123 hedge funds and large institutions have $165M invested in iShares Mortgage Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
123
Holders Change
-4
Holders Change %
-3.15%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
40
Reduced
48
Closed
16
Calls
$2.47M
Puts
$11.7M
Net Calls
-$9.26M
Net Calls Change
-$1.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.2M
2
Ameriprise
2
Ameriprise
Minnesota
$9.04M
3
CF
3
Clarity Financial
Texas
$4.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.93M
5
UBS Group
5
UBS Group
Switzerland
$4.52M

Top Sellers

1
WAM
1
WNY Asset Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.2M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$254K 11,895 -147 -1%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$243K 11,366 -129 -1%
Cerity Partners
78
Cerity Partners
New York
$238K 11,135 -10 -0.1%
JWCA
79
J.W. Cole Advisors
Florida
$215K 10,093 +10,093 New
FFWM
80
Future Financial Wealth Management
Ohio
$211K 9,900 -3,000 -23%
SA
81
SFI Advisors
New Jersey
$209K 9,792 +9,792 New
SIAG
82
Safeguard Investment Advisory Group
California
$209K 9,793 -2,553 -21%
Goldman Sachs
83
Goldman Sachs
New York
$202K 9,445 -10,804 -53%
AA
84
AlphaCentric Advisors
Puerto Rico
$185K 8,685 -6,241 -42%
MA
85
MCF Advisors
Kentucky
$138K 6,453 – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$45K 2,114 -530 -20%
MCM
87
MAI Capital Management
Ohio
$43.7K 2,047 +2,047 New
IA
88
IFP Advisors
Florida
$36K 1,686 +1,083 +180%
SPIA
89
Steward Partners Investment Advisory
New York
$25K 1,173 +11 +0.9%
EW
90
Element Wealth
Mississippi
$24.6K 1,154 +45 +4%
WP
91
WealthShield Partners
North Carolina
$21.4K 1,000 – –
PS
92
Principal Securities
Iowa
$19.9K 933 +56 +6%
SWM
93
Sanctuary Wealth Management
Idaho
$17.5K 820 – –
Group One Trading
94
Group One Trading
Illinois
$16.4K 768 +768 New
FFA
95
Farther Finance Advisors
California
$14.4K 674 -536 -44%
OWP
96
ORG Wealth Partners
Texas
$12.6K 589 – –
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3K 576 – –
NA
98
NewEdge Advisors
Louisiana
$11.4K 533 -191 -26%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$10.8K 508 +170 +50%
FWP
100
FAS Wealth Partners
Kansas
$8.97K 420 +16 +4%
2 3
4
5 6