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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$28.7M
2
BlackRock
BlackRock
New York
$6.28M
3
LPL Financial
LPL Financial
California
$5.16M
4
AWM
AE Wealth Management
Kansas
$710K
5
FIM
FWL Investment Management
Texas
$128K
Name Holding Trade Value Shares
Change 		Shares
Change %
N
126
Natixis
France
$116 – – –
CF
127
Copperwynd Financial
Arizona
– -$1.89M -80,310 Closed
CA
128
Continuum Advisory
Idaho
– -$1.81M -76,809 Closed
Jane Street
129
Jane Street
New York
– -$1.16M -49,235 Closed
Millennium Management
130
Millennium Management
New York
– -$814K -34,485 Closed
FTUS
131
Flow Traders U.S.
New York
– -$740K -31,360 Closed
SSG
132
Summit Securities Group
New York
– -$420K -17,800 Closed
CG
133
CFO4Life Group
Texas
– -$386K -16,352 Closed
SA
134
Sunesis Advisors
Kansas
– -$298K -12,642 Closed
SA
135
Strategic Advocates
Utah
– -$293K -12,438 Closed
WWG
136
West Wealth Group
California
– -$210K -8,914 Closed
PCMC
137
Private Capital Management (Colorado)
Colorado
– -$190K -8,073 Closed
TRCT
138
Tower Research Capital (TRC)
New York
– -$163K -6,893 Closed
CG
139
Cutler Group
California
– -$92K -3,931 Closed
ASN
140
Advisory Services Network
Georgia
– -$89.3K -3,787 Closed
OP
141
ORG Partners
Indiana
– -$48.1K -2,041 Closed
William Blair & Company
142
William Blair & Company
Illinois
– -$30.7K -1,300 Closed
MSWM
143
McGlone Suttner Wealth Management
Wisconsin
– -$17.3K -731 Closed
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
– -$13.3K -563 Closed
AC
145
AlphaCore Capital
California
– -$2.81K -119 Closed
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