REM icon

iShares Mortgage Real Estate ETF

167 hedge funds and large institutions have $545M invested in iShares Mortgage Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-12
Holders Change %
-6.7%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
59
Reduced
50
Closed
23
Calls
$4.5M
Puts
$5.73M
Net Calls
-$1.24M
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Shares
Change %
MM
126
Main Management
California
$119K
CCA
127
Catalyst Capital Advisors
New York
$109K -$40K -1,100 -27%
CFD
128
Creative Financial Designs
Indiana
$95K -$1.19K -33 -1%
FRA
129
Front Row Advisors
California
$81K
EW
130
Element Wealth
Mississippi
$79K +$180 +5 +0.2%
AF
131
Advisornet Financial
Minnesota
$72K
CAAS
132
Capital Asset Advisory Services
Michigan
$66K -$722 -20 -1%
RCA
133
Ranch Capital Advisors
Florida
$59K
PO
134
Private Ocean
California
$52K
William Blair & Company
135
William Blair & Company
Illinois
$47K
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$42K -$14.7K -405 -26%
SIM
137
Sonora Investment Management
Arizona
$40K
AWM
138
Accel Wealth Management
Iowa
$40K
US Bancorp
139
US Bancorp
Minnesota
$37K -$4.73K -131 -11%
SMFG
140
Sumitomo Mitsui Financial Group
Japan
$32K
LFG
141
Larson Financial Group
Missouri
$23K +$4.89K +135 +27%
FFA
142
Founders Financial Alliance
North Carolina
$21K
CG
143
Cutler Group
California
$18K -$96.8K -2,710 -84%
RFA
144
Reilly Financial Advisors
California
$18K
AIM
145
Anchor Investment Management
South Carolina
$14.5K +$5.43K +150 +60%
VCM
146
Versant Capital Management
Arizona
$13K
AWM
147
Activest Wealth Management
Florida
$12K +$12K +334 New
CIAS
148
Capital Investment Advisory Services
North Carolina
$10K -$4.07K -118 -29%
JCM
149
Jacobi Capital Management
Pennsylvania
$10K +$37 +1 +0.4%
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.59K