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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

123 hedge funds and large institutions have $165M invested in iShares Mortgage Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
123
Holders Change
-4
Holders Change %
-3.15%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
40
Reduced
48
Closed
16
Calls
$2.47M
Puts
$11.7M
Net Calls
-$9.26M
Net Calls Change
-$1.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.2M
2
Ameriprise
2
Ameriprise
Minnesota
$9.04M
3
CF
3
Clarity Financial
Texas
$4.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.93M
5
UBS Group
5
UBS Group
Switzerland
$4.52M

Top Sellers

1
WAM
1
WNY Asset Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.2M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
WSFS
101
Wilmington Savings Fund Society
Delaware
$8.01K 375 – –
TWC
102
TD Waterhouse Canada
Ontario, Canada
$8.01K 375 – –
SIM
103
Synergy Investment Management
Florida
$5.69K 267 +267 New
SL
104
Salomon & Ludwin
Virginia
$5.27K 247 – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$4.53K 212 – –
Jones Financial Companies
106
Jones Financial Companies
Missouri
$4.29K 201 – –
EWA
107
EverSource Wealth Advisors
Alabama
$4.27K 200 – –
AIM
108
Anchor Investment Management
South Carolina
$4.27K 200 – –
IRC
109
Investors Research Corp
Georgia
$3.78K 177 +13 +8%
GRP
110
Global Retirement Partners
California
$3.74K 175 -276 -61%
PTC
111
Private Trust Company
Ohio
$3.2K 150 – –
FFO
112
Fortitude Family Office
Arizona
$3.2K 150 – –
GSWM
113
Golden State Wealth Management
California
$3.1K 145 +145 New
OC
114
Oarsman Capital
Wisconsin
$3.04K 142 +5 +4%
US Bancorp
115
US Bancorp
Minnesota
$2.67K 125 +125 New
SWM
116
Spire Wealth Management
Virginia
$2.05K 96 -31 -24%
PA
117
Parallel Advisors
California
$1.94K 91 – –
AF
118
Allworth Financial
California
$1.43K 66 -186 -74%
DFA
119
DHJJ Financial Advisors
Illinois
$1.07K 50 – –
CFD
120
Creative Financial Designs
Indiana
$555 26 – –
NS
121
NBC Securities
Alabama
$246 11 -11,781 -100%
N
122
Natixis
France
$107 5 – –
Macquarie Group
123
Macquarie Group
Australia
$25 1,183 -103,576 -99%
WAM
124
WNY Asset Management
New York
– – -829,979 Closed
Two Sigma Investments
125
Two Sigma Investments
New York
– – -320,350 Closed
2 3 4
5
6