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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $215M invested in iShares Mortgage Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
37
Reduced
42
Closed
16
Calls
$3.42M
Puts
$4.2M
Net Calls
-$779K
Net Calls Change
+$1.44M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$52.7M
2
BlackRock
BlackRock
New York
$12.8M
3
Macquarie Group
Macquarie Group
Australia
$3.09M
4
Ameriprise
Ameriprise
Minnesota
$5.26M
5
CL
Choreo LLC
Illinois
$2.15M

Top Sellers

1
FIM
FWL Investment Management
Texas
$3.81M
2
Bank of America
Bank of America
North Carolina
$16.5M
3
MFS
Mirabella Financial Services
United Kingdom
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$4.32M
5
LPL Financial
LPL Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
101
McGlone Suttner Wealth Management
Wisconsin
$17.3K +$17.3K +731 New
NA
102
NewEdge Advisors
Louisiana
$16.8K +$12.8K +544 +320%
GRP
103
Global Retirement Partners
California
$14.2K +$139 +6 +1%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K – – –
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$13.3K – – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$9.84K +$7.62K +323 +344%
HCM
107
Highlander Capital Management
New Jersey
$9.67K – – –
AIM
108
Anchor Investment Management
South Carolina
$9.44K – – –
FWP
109
FAS Wealth Partners
Kansas
$9.31K – – –
FFA
110
Founders Financial Alliance
North Carolina
$8.45K -$5.31K -225 -39%
SS
111
Sunbelt Securities
Texas
$7.67K -$2.36K -100 -24%
CWA
112
Core Wealth Advisors
Florida
$5.9K +$5.9K +250 New
SL
113
Salomon & Ludwin
Virginia
$5.52K – – –
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$5K -$236K -10,000 -98%
EWA
115
EverSource Wealth Advisors
Alabama
$4.72K – – –
AF
116
Allworth Financial
California
$4.46K – – –
IRC
117
Investors Research Corp
Georgia
$3.7K +$684 +29 +23%
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$3.66K – – –
PTC
119
Private Trust Company
Ohio
$3.54K – – –
SWM
120
Spire Wealth Management
Virginia
$2.96K – – –
AC
121
AlphaCore Capital
California
$2.81K +$2.81K +119 New
PA
122
Parallel Advisors
California
$2.15K – – –
DFA
123
DHJJ Financial Advisors
Illinois
$1.18K – – –
RG
124
Retirement Group
California
$731 – – –
RIL
125
Rothschild Investment LLC
Illinois
$346 +$346 +15 New
2 3 4
5
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