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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$9.19M
3
AWS
AJ Wealth Strategies
New York
+$6.39M
4
Citigroup
Citigroup
New York
+$6.07M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.51M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$8.61M
2
SWM
Segment Wealth Management
Texas
-$7.85M
3
Two Sigma Investments
Two Sigma Investments
New York
-$6.44M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.23M
5
WA
WestEnd Advisors
North Carolina
-$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$35 +1 +0.4%
MHR
152
Matthew Hamilton Rosenberg
$8K +$8K +212 New
Fidelity Investments
153
Fidelity Investments
Massachusetts
$6K -$37.3K -1,064 -86%
NSIM
154
North Star Investment Management
Illinois
$5K – – –
BW
155
Bison Wealth
Georgia
$5K – – –
ADL
156
Asset Dedication LLC
California
$5K +$5K +125 New
JFGIW
157
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
IF
158
Ironwood Financial
Arizona
$4K +$37 +1 +0.9%
SWM
159
Sugarloaf Wealth Management
Georgia
$4K +$36 +1 +0.9%
FHA
160
First Horizon Advisors
Tennessee
$3K – – –
QCG
161
Quadrant Capital Group
Ohio
$3K – – –
PA
162
Parallel Advisors
California
$3K – – –
WQ
163
Wealth Quarterback
New Jersey
$1K -$4.6K -69 -82%
RG
164
Retirement Group
California
$1K – – –
1IA
165
1834 Investment Advisors
Wisconsin
$1K – – –
BWM
166
Baystate Wealth Management
Massachusetts
$1K – – –
WIM
167
Westside Investment Management
California
$2 – – –
SWM
168
Segment Wealth Management
Texas
– -$7.85M -211,530 Closed
IFA
169
Interactive Financial Advisors
Illinois
– -$4.41M -118,712 Closed
BCM
170
Breiter Capital Management
Florida
– -$3.04M -81,809 Closed
CF
171
Copperwynd Financial
Arizona
– -$1.56M -41,986 Closed
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
– -$1.53M -41,264 Closed
RWA
173
Redhawk Wealth Advisors
Minnesota
– -$1.48M -39,920 Closed
SWM
174
Sculati Wealth Management
Michigan
– -$1.12M -30,164 Closed
BAAM
175
Baker Avenue Asset Management
California
– -$750K -20,215 Closed
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