REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

139 hedge funds and large institutions have $277M invested in iShares Mortgage Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 30 closing their positions.

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
45
Reduced
38
Closed
30
Calls
$13.2M
Puts
$11.3M
Net Calls
+$1.86M
Net Calls Change
+$1.73M

Top Buyers

1
Citigroup
1
Citigroup
New York
$41.4M
2
Bank of America
2
Bank of America
North Carolina
$18.3M
3
SWM
3
Segment Wealth Management
Texas
$4.55M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.24M
5
SIM
5
SSI Investment Management
California
$3.13M

Top Sellers

1
TNBTD
1
Trustmark National Bank Trust Department
Mississippi
$889K
2
ECM
2
Evergreen Capital Management
Washington
$6.83M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$0
4
Mariner
4
Mariner
Kansas
$802K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$703K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$41.4M 1,666,803 +1,592,279 +2,137%
BlackRock
2
BlackRock
New York
$29.6M 1,191,988 -57,003 -5%
Morgan Stanley
3
Morgan Stanley
New York
$24.7M 994,984 +45,390 +5%
Bank of America
4
Bank of America
North Carolina
$18.3M 734,388 +350,953 +92%
Wells Fargo
5
Wells Fargo
California
$12.7M 510,725 +121,339 +31%
FAM
6
Flaharty Asset Management
Florida
$9.07M 365,002 +64,126 +21%
UBS Group
7
UBS Group
Switzerland
$7.67M 308,542 +73,310 +31%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$7.47M 300,312 +45,312 +18%
LPL Financial
9
LPL Financial
California
$7.46M 299,928 +20,094 +7%
ECM
10
Evergreen Capital Management
Washington
$6.83M 274,700 -287,779 -51%
NCP
11
NexWave Capital Partners
New York
$6.6M 353,001 – –
NAM
12
NorthCoast Asset Management
Connecticut
$6.35M 255,244 +3,981 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$5.58M 224,523 +71,534 +47%
PCP
14
Proficio Capital Partners
Massachusetts
$5.53M 222,455 -715 -0.3%
SWM
15
Segment Wealth Management
Texas
$4.55M 182,990 +182,990 New
Osaic Holdings
16
Osaic Holdings
Arizona
$3.92M 157,757 -5,203 -3%
CIA
17
Capital Investment Advisors
Georgia
$3.73M 150,121 -6,033 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.41M 137,064 -48,007 -26%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$3.33M 133,856 +39,485 +42%
CM
20
Caption Management
Oklahoma
$3.26M 130,956 +48,913 +60%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.24M 132,200 +132,200 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.19M 128,411 +112,056 +685%
PAG
23
Private Advisor Group
New Jersey
$3.17M 127,414 +28,071 +28%
SIM
24
SSI Investment Management
California
$3.13M 125,755 +125,755 New
Ameriprise
25
Ameriprise
Minnesota
$3.06M 122,600 -42,570 -26%
1
2 3 4 5