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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

177 hedge funds and large institutions have $516M invested in iShares Mortgage Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 24 closing their positions.

Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
55
Reduced
52
Closed
24
Calls
$6.28M
Puts
$5.4M
Net Calls
+$886K
Net Calls Change
+$1.89M

Top Buyers

1
BWA
1
BDO Wealth Advisors
Florida
$8.26M
2
Bank of America
2
Bank of America
North Carolina
$44.9M
3
DF
3
Donoghue Forlines
Massachusetts
$9.97M
4
Morgan Stanley
4
Morgan Stanley
New York
$42.2M
5
Citigroup
5
Citigroup
New York
$106M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$781K
2
LSA
2
Lion Street Advisors
Texas
$0
3
MLM
3
Mount Lucas Management
Pennsylvania
$6.05M
4
SIM
4
SSI Investment Management
California
$572K
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
101
Advisory Services Network
Georgia
$326K -$12.2K -345 -4%
ACM
102
Alethea Capital Management
Washington
$307K -$1.06K -30 -0.3%
IA
103
IFP Advisors
Florida
$303K +$80.6K +2,277 +36%
OC
104
Oppenheimer & Co
New York
$294K +$40.5K +1,150 +16%
BWM
105
BerganKDV Wealth Management
Minnesota
$289K -$506K -14,322 -64%
HWM
106
Howard Wealth Management
Connecticut
$288K -$28.5K -809 -9%
IAA
107
Independent Advisor Alliance
North Carolina
$286K +$3.85K +109 +1%
HIS
108
Harvest Investment Services
Illinois
$281K +$3.56K +101 +1%
AIP
109
Almanack Investment Partners
Pennsylvania
$280K – – –
VC
110
Vicus Capital
Pennsylvania
$279K +$3.96K +112 +1%
SAS
111
Sage Advisory Services
Texas
$274K +$274K +7,770 New
RFC
112
Regions Financial Corp
Alabama
$264K – – –
RCAG
113
Rehmann Capital Advisory Group
Michigan
$260K +$388 +11 +0.1%
CA
114
Cetera Advisors
Colorado
$242K -$23.1K -653 -9%
PFS
115
Prospera Financial Services
Texas
$240K +$17.8K +505 +8%
GWM
116
Geneos Wealth Management
Colorado
$238K -$9.36K -254 -4%
LNC
117
Lincoln National Corp
Pennsylvania
$234K +$1.17K +33 +0.5%
MPCG
118
Matrix Private Capital Group
New York
$233K – – –
SWM
119
Spire Wealth Management
Virginia
$233K +$233K +6,605 New
WP
120
WealthPLAN Partners
Nebraska
$230K – – –
NFG
121
Next Financial Group
Texas
$230K +$155K +4,398 +207%
MA
122
MCF Advisors
Kentucky
$228K – – –
Creative Planning
123
Creative Planning
Kansas
$227K +$227K +6,436 New
SPIA
124
Steward Partners Investment Advisory
New York
$223K +$131K +3,713 +143%
DJYG
125
David J. Yvars Group
Florida
$212K +$212K +5,975 New
3 4
5
6 7