REM icon

iShares Mortgage Real Estate ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Citigroup
1
Citigroup
New York
$106M 3,007,880 +124,667 +4%
Bank of America
2
Bank of America
North Carolina
$44.9M 1,273,219 +183,018 +17%
Morgan Stanley
3
Morgan Stanley
New York
$42.2M 1,196,286 +131,439 +12%
AWS
4
AJ Wealth Strategies
New York
$36.7M 1,041,112 +89,570 +9%
Wells Fargo
5
Wells Fargo
California
$22.3M 633,398 +20,208 +3%
FAM
6
Flaharty Asset Management
Florida
$14.6M 414,192 +18,538 +5%
BlackRock
7
BlackRock
New York
$13.2M 373,541 -20,795 -5%
LPL Financial
8
LPL Financial
California
$12.6M 357,213 +62,752 +21%
UBS Group
9
UBS Group
Switzerland
$11.1M 315,634 +25,617 +9%
Two Sigma Investments
10
Two Sigma Investments
New York
$10.3M 292,950 +67,600 +30%
DF
11
Donoghue Forlines
Massachusetts
$9.97M 282,819 +163,164 +136%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$9.32M 264,447 -35,865 -12%
ECM
13
Evergreen Capital Management
Washington
$9.04M 256,395 -31,453 -11%
BWA
14
BDO Wealth Advisors
Florida
$8.26M 234,309 +234,309 New
Two Sigma Advisers
15
Two Sigma Advisers
New York
$8.1M 229,571 +52,700 +30%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.83M 222,018 +57,164 +35%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.83M 221,969 +110,158 +99%
SWM
18
Segment Wealth Management
Texas
$7.13M 202,250 +1,460 +0.7%
MLM
19
Mount Lucas Management
Pennsylvania
$6.05M 171,502 -129,427 -43%
SG Americas Securities
20
SG Americas Securities
New York
$5.89M 167,137 +102,716 +159%
RJA
21
Raymond James & Associates
Florida
$5.26M 149,040 +22,416 +18%
CIA
22
Capital Investment Advisors
Georgia
$4.88M 138,326 -3,524 -2%
IFA
23
Interactive Financial Advisors
Illinois
$4.58M 129,980 -22,435 -15%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$4.25M 120,653 -10,884 -8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.95M 111,995 -14,547 -11%