REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

175 hedge funds and large institutions have $436M invested in iShares Mortgage Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+30
Holders Change %
+20.69%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
46
Increased
41
Reduced
52
Closed
14
Calls
$3.54M
Puts
$4.55M
Net Calls
-$1.01M
Net Calls Change
-$16.7M

Top Buyers

1
MLM
Mount Lucas Management
Pennsylvania
+$6.07M
2
Two Sigma Investments
Two Sigma Investments
New York
+$4.92M
3
IFA
Interactive Financial Advisors
Illinois
+$4.86M
4
DF
Donoghue Forlines
Massachusetts
+$3.81M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.81M

Top Sellers

1
BlackRock
BlackRock
New York
-$19.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.23M
3
Citigroup
Citigroup
New York
-$5.58M
4
Stifel Financial
Stifel Financial
Missouri
-$2.06M
5
FAM
Flaharty Asset Management
Florida
-$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$91.9M -$5.58M -175,172 -6%
Bank of America
2
Bank of America
North Carolina
$34.7M +$188K +5,887 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$33.9M +$3.66M +114,834 +12%
AWS
4
AJ Wealth Strategies
New York
$30.3M +$1.75M +54,999 +6%
Wells Fargo
5
Wells Fargo
California
$19.5M -$417K -13,093 -2%
FAM
6
Flaharty Asset Management
Florida
$12.6M -$1.66M -52,054 -12%
BlackRock
7
BlackRock
New York
$12.6M -$19.6M -614,041 -61%
Citadel Advisors
8
Citadel Advisors
Florida
$9.8M +$2.93M +91,937 +43%
MLM
9
Mount Lucas Management
Pennsylvania
$9.59M +$6.07M +190,419 +172%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$9.57M – – –
LPL Financial
11
LPL Financial
California
$9.38M +$15.1K +475 +0.2%
UBS Group
12
UBS Group
Switzerland
$9.24M +$2.27M +71,266 +33%
ECM
13
Evergreen Capital Management
Washington
$9.17M +$102K +3,196 +1%
Two Sigma Investments
14
Two Sigma Investments
New York
$7.18M +$4.92M +154,545 +218%
SWM
15
Segment Wealth Management
Texas
$6.4M +$237K +7,430 +4%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$5.64M +$3.81M +119,555 +209%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.25M -$358K -11,249 -6%
IFA
18
Interactive Financial Advisors
Illinois
$4.86M +$4.86M +152,415 New
LSA
19
Lion Street Advisors
Texas
$4.73M -$264K -9,035 -5%
CIA
20
Capital Investment Advisors
Georgia
$4.52M -$167K -5,249 -4%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$4.19M +$345K +10,836 +9%
RJA
22
Raymond James & Associates
Florida
$4.03M +$1.53M +47,925 +61%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.03M +$761K +23,875 +23%
SIM
24
SSI Investment Management
California
$3.92M +$25.6K +805 +0.7%
DF
25
Donoghue Forlines
Massachusetts
$3.81M +$3.81M +119,655 New
1
2 3 4 5