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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

120 hedge funds and large institutions have $168M invested in iShares Mortgage Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
40
Reduced
43
Closed
20
Calls
$2.9M
Puts
$7.8M
Net Calls
-$4.9M
Net Calls Change
-$3.08M

Top Buyers

1
WAM
1
WNY Asset Management
New York
$18.8M
2
TPA
2
Trivium Point Advisory
Connecticut
$3.11M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.89M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.51M
5
RJA
5
Raymond James & Associates
Florida
$1.43M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
BlackRock
2
BlackRock
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
101
Sunbelt Securities
Texas
$7.2K – – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$6.68K +$6.55K +295 +4,917%
AF
103
Allworth Financial
California
$5.99K +$48 +2 +0.8%
IAIM
104
International Assets Investment Management
Florida
$5.7K +$5.7K +257 New
SL
105
Salomon & Ludwin
Virginia
$5.47K – – –
EWA
106
EverSource Wealth Advisors
Alabama
$4.72K – – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$4.7K – – –
AIM
108
Anchor Investment Management
South Carolina
$4.43K -$4.43K -200 -50%
CP
109
Castleview Partners
Texas
$3.92K -$3.5K -158 -47%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$3.66K – – –
IRC
111
Investors Research Corp
Georgia
$3.5K +$22 +1 +0.6%
PTC
112
Private Trust Company
Ohio
$3.32K – – –
SWM
113
Spire Wealth Management
Virginia
$2.82K – – –
PA
114
Parallel Advisors
California
$2.02K – – –
DFA
115
DHJJ Financial Advisors
Illinois
$1.11K – – –
CFD
116
Creative Financial Designs
Indiana
$576 -$5.23K -236 -90%
US Bancorp
117
US Bancorp
Minnesota
$465 +$465 +21 New
RIL
118
Rothschild Investment LLC
Illinois
$334 – – –
N
119
Natixis
France
$111 – – –
CWP
120
Concord Wealth Partners
Virginia
$66 +$66 +3 New
BlackRock
121
BlackRock
New York
– -$6.28M -270,121 Closed
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
– -$5.73M -246,500 Closed
SAG
123
SageView Advisory Group
California
– -$18.5M -205,802 Closed
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
– -$2.07M -89,192 Closed
Macquarie Group
125
Macquarie Group
Australia
– -$1.33K -56,999 Closed
2 3 4
5
6