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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

177 hedge funds and large institutions have $516M invested in iShares Mortgage Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
55
Reduced
52
Closed
24
Calls
$6.28M
Puts
$5.4M
Net Calls
+$886K
Net Calls Change
+$1.89M

Top Buyers

1
BWA
BDO Wealth Advisors
Florida
$8.26M
2
Bank of America
Bank of America
North Carolina
$44.9M
3
DF
Donoghue Forlines
Massachusetts
$9.97M
4
Morgan Stanley
Morgan Stanley
New York
$42.2M
5
Citigroup
Citigroup
New York
$106M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$781K
2
LSA
Lion Street Advisors
Texas
$0
3
MLM
Mount Lucas Management
Pennsylvania
$6.05M
4
SIM
SSI Investment Management
California
$572K
5
Simplex Trading
Simplex Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
151
Princeton Global Asset Management
New Jersey
$21K -$7.13K -200 -25%
RFA
152
Reilly Financial Advisors
California
$18K – – –
VCM
153
Versant Capital Management
Arizona
$15K – – –
GRP
154
Global Retirement Partners
California
$15K – – –
CG
155
Cutler Group
California
$14K -$237K -6,971 -94%
CIAS
156
Capital Investment Advisory Services
North Carolina
$14K +$3.11K +89 +29%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$13K +$13K +375 New
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.34K – – –
GI
159
Gradient Investments
Minnesota
$9K – – –
APWA
160
Atlas Private Wealth Advisors
New Jersey
$9K – – –
AIM
161
Anchor Investment Management
South Carolina
$8.82K – – –
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$5.6K -156 -41%
SCA
163
Stonebridge Capital Advisors
Minnesota
$7K +$7K +200 New
WA
164
WestEnd Advisors
North Carolina
$5.39K +$2.12K +60 +65%
GWMIA
165
Global Wealth Management Investment Advisory
Florida
$5K – – –
NSIM
166
North Star Investment Management
Illinois
$4K – – –
IF
167
Ironwood Financial
Arizona
$4K +$75 +2 +2%
QCG
168
Quadrant Capital Group
Ohio
$3K – – –
PA
169
Parallel Advisors
California
$3K – – –
CH
170
Canton Hathaway
Rhode Island
$2K – – –
LWA
171
Lenox Wealth Advisors
New York
$2K +$2K +43 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$1K -$1.71K -41 -63%
RG
173
Retirement Group
California
$1K – – –
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +25 New
SWM
175
Sugarloaf Wealth Management
Georgia
$4 +$4 +247,255 +233,259%
4 5 6
7
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