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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

126 hedge funds and large institutions have $185M invested in iShares Mortgage Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
32
Reduced
48
Closed
19
Calls
$5.52M
Puts
$7.34M
Net Calls
-$1.82M
Net Calls Change
-$1.04M

Top Buyers

1
SAG
1
SageView Advisory Group
California
$18.5M
2
Wells Fargo
2
Wells Fargo
California
$16.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5.73M
4
DWM
4
Drive Wealth Management
Utah
$1.61M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.7M
2
BlackRock
2
BlackRock
New York
$6.28M
3
LPL Financial
3
LPL Financial
California
$5.16M
4
AWM
4
AE Wealth Management
Kansas
$710K
5
FIM
5
FWL Investment Management
Texas
$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Anchor Investment Management
South Carolina
$9.3K – – –
FWP
102
FAS Wealth Partners
Kansas
$9.17K – – –
CP
103
Castleview Partners
Texas
$7.79K -$183K -7,867 -96%
SS
104
Sunbelt Securities
Texas
$7.55K – – –
FFA
105
Founders Financial Alliance
North Carolina
$6.46K -$1.86K -80 -22%
CFD
106
Creative Financial Designs
Indiana
$6.09K -$47K -2,022 -89%
CWA
107
Core Wealth Advisors
Florida
$5.81K – – –
AF
108
Allworth Financial
California
$5.79K +$1.4K +60 +32%
SL
109
Salomon & Ludwin
Virginia
$5.74K – – –
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$5.37K -$1.37M -58,993 -100%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$4.93K – – –
EWA
112
EverSource Wealth Advisors
Alabama
$4.37K – – –
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$3.76K +$205 +9 +6%
IRC
114
Investors Research Corp
Georgia
$3.65K – – –
NFSG
115
Newbridge Financial Services Group
Florida
$3.62K +$3.62K +156 New
PTC
116
Private Trust Company
Ohio
$3.49K – – –
SWM
117
Spire Wealth Management
Virginia
$2.95K – – –
RP
118
Rice Partnership
Hawaii
$2.32K +$2.32K +100 New
PA
119
Parallel Advisors
California
$2.12K – – –
Macquarie Group
120
Macquarie Group
Australia
$1.33K -$1.72K -73,809 -56%
DFA
121
DHJJ Financial Advisors
Illinois
$1.16K – – –
PCMC
122
Planning Capital Management Corporation
Pennsylvania
$1.12K +$1.12K +48 New
RG
123
Retirement Group
California
$720 – – –
RIL
124
Rothschild Investment LLC
Illinois
$343 – – –
Fidelity Investments
125
Fidelity Investments
Massachusetts
$139 -$9.52K -411 -99%
2 3 4
5
6