REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $225M invested in iShares Mortgage Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
56
Reduced
25
Closed
16
Calls
$2.33M
Puts
$10.5M
Net Calls
-$8.13M
Net Calls Change
-$3.23M

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
$6.85M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.05M
3
Two Sigma Investments
Two Sigma Investments
New York
$7.6M
4
Man Group
Man Group
United Kingdom
$5.19M
5
Ameriprise
Ameriprise
Minnesota
$6.92M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$505K
2
BP
BBR Partners
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$6M
4
FFA
First Foundation Advisors
California
$803K
5
WAM
WNY Asset Management
New York
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
101
Principal Securities
Iowa
$20.8K -$21.5K -907 -51%
SWM
102
Sanctuary Wealth Management
Idaho
$19.5K – – –
NA
103
NewEdge Advisors
Louisiana
$17.2K +$119 +5 +0.7%
IA
104
IFP Advisors
Florida
$14.3K -$277K -11,694 -95%
OWP
105
ORG Wealth Partners
Texas
$14K +$14K +589 New
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K – – –
JIP
107
Jaffetilchin Investment Partners
Florida
$12.3K +$12.3K +520 New
GRP
108
Global Retirement Partners
California
$10.7K +$71 +3 +0.7%
FWP
109
FAS Wealth Partners
Kansas
$9.58K +$213 +9 +2%
WSFS
110
Wilmington Savings Fund Society
Delaware
$8.9K +$8.9K +375 New
TWC
111
TD Waterhouse Canada
Ontario, Canada
$8.7K – – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$8.01K +$877 +37 +12%
AF
113
Allworth Financial
California
$5.98K +$24 +1 +0.4%
SL
114
Salomon & Ludwin
Virginia
$5.86K – – –
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$5.03K – – –
Jones Financial Companies
116
Jones Financial Companies
Missouri
$4.75K +$4.75K +201 New
EWA
117
EverSource Wealth Advisors
Alabama
$4.75K – – –
AIM
118
Anchor Investment Management
South Carolina
$4.75K – – –
IRC
119
Investors Research Corp
Georgia
$3.89K +$142 +6 +4%
PTC
120
Private Trust Company
Ohio
$3.56K – – –
FFO
121
Fortitude Family Office
Arizona
$3.56K +$3.56K +150 New
OC
122
Oarsman Capital
Wisconsin
$3.25K +$3.25K +137 New
SWM
123
Spire Wealth Management
Virginia
$3.02K – – –
PA
124
Parallel Advisors
California
$2.16K – – –
DFA
125
DHJJ Financial Advisors
Illinois
$1.19K – – –
2 3 4
5
6