REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

122 hedge funds and large institutions have $184M invested in iShares Mortgage Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
32
Reduced
36
Closed
15
Calls
$4.5M
Puts
$6.72M
Net Calls
-$2.22M
Net Calls Change
+$9.34M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
AWM
2
AE Wealth Management
Kansas
$5.08M
3
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$4.09M
4
MFS
4
Mirabella Financial Services
United Kingdom
$3.66M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.39M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.36M
2
BlackRock
2
BlackRock
New York
$8.47M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$12.6K 563 – –
GRP
102
Global Retirement Partners
California
$12.6K 606 -1,746 -74%
SS
103
Sunbelt Securities
Texas
$9.49K 425 – –
SIA
104
SkyView Investment Advisors
New Jersey
$9K 415 – –
HCM
105
Highlander Capital Management
New Jersey
$9K 410 +410 New
AIM
106
Anchor Investment Management
South Carolina
$8.94K 400 – –
FWP
107
FAS Wealth Partners
Kansas
$8.82K 395 +395 New
AWA
108
Authentikos Wealth Advisory
California
$8.45K 378 +378 New
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$5.65K 231 – –
SL
110
Salomon & Ludwin
Virginia
$5.52K 247 +247 New
EWA
111
EverSource Wealth Advisors
Alabama
$4.47K 200 – –
AF
112
Allworth Financial
California
$4.22K 189 – –
NA
113
NewEdge Advisors
Louisiana
$3.8K 170 +170 New
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$3.38K 156 – –
ANBT
115
American National Bank & Trust
Texas
$3.35K 150 – –
PTC
116
Private Trust Company
Ohio
$3.35K 150 – –
IRC
117
Investors Research Corp
Georgia
$2.86K 128 +34 +36%
SWM
118
Spire Wealth Management
Virginia
$2.84K 127 – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$2.1K 94 -45 -32%
PA
120
Parallel Advisors
California
$2.03K 91 – –
DFA
121
DHJJ Financial Advisors
Illinois
$1.12K 50 +50 New
RG
122
Retirement Group
California
$693 31 – –
N
123
Natixis
France
$112 5 – –
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
– – -200,000 Closed
Millennium Management
125
Millennium Management
New York
– – -104,190 Closed
2 3 4
5
6