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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$781K
2
LSA
2
Lion Street Advisors
Texas
$0
3
MLM
3
Mount Lucas Management
Pennsylvania
$6.05M
4
SIM
4
SSI Investment Management
California
$572K
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
176
Westside Investment Management
California
$2 +$2 +75 New
LSA
177
Lion Street Advisors
Texas
– -$4.73M -161,492 Closed
Simplex Trading
178
Simplex Trading
Illinois
– -$2.16M -67,687 Closed
FHB
179
First Hawaiian Bank
Hawaii
– -$1.32M -41,465 Closed
RIA
180
Regal Investment Advisors
Michigan
– -$1.14M -35,912 Closed
Allianz Asset Management
181
Allianz Asset Management
Germany
– -$956K -30,000 Closed
TCA
182
Transcend Capital Advisors
New Jersey
– -$803K -25,210 Closed
TC
183
Telemus Capital
Michigan
– -$605K -19,001 Closed
SCA
184
SMH Capital Advisors
Texas
– -$542K -17,008 Closed
CCA
185
Catalyst Capital Advisors
New York
– -$538K -16,895 Closed
SS
186
Simplicity Solutions
Minnesota
– -$458K -14,371 Closed
Millennium Management
187
Millennium Management
New York
– -$422K -13,251 Closed
SF
188
Synovus Financial
Georgia
– -$356K -11,212 Closed
TRCT
189
Tower Research Capital (TRC)
New York
– -$259K -8,137 Closed
Bessemer Group
190
Bessemer Group
New Jersey
– -$111K -3,475 Closed
FCH
191
Freestone Capital Holdings
Washington
– -$37.7K -1,182 Closed
RWA
192
Ropes Wealth Advisors
Massachusetts
– -$21K -659 Closed
SIAG
193
Signet Investment Advisory Group
Rhode Island
– -$16K -500 Closed
AWG
194
Altus Wealth Group
Colorado
– -$9K -275 Closed
FWM
195
ForthRight Wealth Management
Georgia
– -$3K -108 Closed
Deutsche Bank
196
Deutsche Bank
Germany
– -$3K -100 Closed
AssetMark Inc
197
AssetMark Inc
California
– -$3K -100 Closed
VFA
198
Valeo Financial Advisors
Indiana
– -$2K -50 Closed
EWM
199
Edge Wealth Management
New York
– -$1K -45 Closed
TCM
200
TD Capital Management
Tennessee
– -$1K -25 Closed
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