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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

126 hedge funds and large institutions have $589M invested in iShares Mortgage Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
+16
Holders Change %
+14.55%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
37
Reduced
34
Closed
15
Calls
$3.28M
Puts
$115M
Net Calls
-$111M
Net Calls Change
-$107M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$376M
2
VAG
2
VisionPoint Advisory Group
Texas
$11.9M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$11.2M
4
FIM
4
FWL Investment Management
Texas
$9.27M
5
Bank of America
5
Bank of America
North Carolina
$29.9M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$259K
2
ECM
2
Evergreen Capital Management
Washington
$3.34M
3
Citadel Advisors
3
Citadel Advisors
Florida
$500K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Citigroup
5
Citigroup
New York
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
101
Carolinas Wealth Consulting
North Carolina
$24.6K +$24.6K +1,086 New
AWM
102
Accel Wealth Management
Iowa
$19.3K – – –
PTC
103
Private Trust Company
Ohio
$16K – – –
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$15K -$21.8K -1,015 -59%
FFA
105
Founders Financial Alliance
North Carolina
$13.2K – – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$12.8K -$8.51K -375 -40%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$11.3K +$7.94K +350 +236%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
AIM
109
Anchor Investment Management
South Carolina
$9.08K – – –
SIA
110
SkyView Investment Advisors
New Jersey
$9K – – –
TWC
111
TD Waterhouse Canada
Ontario, Canada
$8.75K – – –
LFG
112
Larson Financial Group
Missouri
$7.6K – – –
SIS
113
Sound Income Strategies
Florida
$7.26K +$7.26K +320 New
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.01K – – –
FWA
115
Freedom Wealth Alliance
Wisconsin
$5.67K +$5.67K +250 New
AF
116
Allworth Financial
California
$4.29K – – –
ANBT
117
American National Bank & Trust
Texas
$4K +$757 +35 +23%
NSIM
118
North Star Investment Management
Illinois
$2.84K – – –
IRC
119
Investors Research Corp
Georgia
$2.13K – – –
PA
120
Parallel Advisors
California
$2.07K – – –
QCG
121
Quadrant Capital Group
Ohio
$1.97K – – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$1.89K -$9.07K -398 -83%
IGWM
123
ICA Group Wealth Management
Colorado
$1.27K +$1.27K +56 New
RG
124
Retirement Group
California
$1K – – –
RCM
125
Raleigh Capital Management
North Carolina
$659 +$23 +1 +4%
2 3 4
5
6