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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

145 hedge funds and large institutions have $339M invested in iShares Mortgage Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
24
Increased
32
Reduced
62
Closed
16
Calls
$19.2M
Puts
$3.49M
Net Calls
+$15.7M
Net Calls Change
+$13.8M

Top Buyers

1
Citigroup
1
Citigroup
New York
$78.8M
2
AWS
2
AJ Wealth Strategies
New York
$23.1M
3
Bank of America
3
Bank of America
North Carolina
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.54M
5
Wells Fargo
5
Wells Fargo
California
$16.1M

Top Sellers

1
NCP
1
NexWave Capital Partners
New York
$2.08M
2
NAM
2
NorthCoast Asset Management
Connecticut
$371K
3
PCP
3
Proficio Capital Partners
Massachusetts
$275K
4
BlackRock
4
BlackRock
New York
$26M
5
CM
5
Caption Management
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$78.8M 3,058,385 +1,391,582 +83%
Bank of America
2
Bank of America
North Carolina
$27.9M 1,084,314 +349,926 +48%
BlackRock
3
BlackRock
New York
$26M 1,008,377 -183,611 -15%
Morgan Stanley
4
Morgan Stanley
New York
$24.5M 950,013 -44,971 -5%
AWS
5
AJ Wealth Strategies
New York
$23.1M 896,543 +896,543 New
Wells Fargo
6
Wells Fargo
California
$16.1M 626,283 +115,558 +23%
FAM
7
Flaharty Asset Management
Florida
$11.5M 447,708 +82,706 +23%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$7.74M 300,312 – –
LPL Financial
9
LPL Financial
California
$7.57M 293,986 -5,942 -2%
ECM
10
Evergreen Capital Management
Washington
$7.33M 284,652 +9,952 +4%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$6.54M 253,505 +125,094 +97%
UBS Group
12
UBS Group
Switzerland
$5.64M 218,751 -89,791 -29%
Citadel Advisors
13
Citadel Advisors
Florida
$5.56M 215,743 -8,780 -4%
SWM
14
Segment Wealth Management
Texas
$4.98M 193,360 +10,370 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.54M 176,103 +18,346 +12%
LSA
16
Lion Street Advisors
Texas
$4.46M 170,527 +104,890 +160%
CIA
17
Capital Investment Advisors
Georgia
$3.79M 147,099 -3,022 -2%
Ameriprise
18
Ameriprise
Minnesota
$3.67M 142,490 +19,890 +16%
SIM
19
SSI Investment Management
California
$3.16M 122,405 -3,350 -3%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$3.14M 120,701 -11,499 -9%
MLM
21
Mount Lucas Management
Pennsylvania
$2.85M 110,510 +110,510 New
IWM
22
IHT Wealth Management
Illinois
$2.67M 103,814 +103,814 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.64M 102,667 -34,397 -25%
CAN
24
Cetera Advisor Networks
California
$2.63M 102,095 -2,289 -2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.61M 101,392 -32,464 -24%
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