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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

179 hedge funds and large institutions have $555M invested in iShares Mortgage Real Estate ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
60
Reduced
61
Closed
22
Calls
$4.7M
Puts
$6.01M
Net Calls
-$1.31M
Net Calls Change
-$2.19M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.2M
2
BCM
Brookstone Capital Management
Illinois
$6.98M
3
Osaic Holdings
Osaic Holdings
Arizona
$13.6M
4
AWS
AJ Wealth Strategies
New York
$43.3M
5
AWM
AE Wealth Management
Kansas
$3.88M

Top Sellers

1
SWM
Sugarloaf Wealth Management
Georgia
$4K
2
DF
Donoghue Forlines
Massachusetts
$3.1M
3
BlackRock
BlackRock
New York
$8.47M
4
SG Americas Securities
SG Americas Securities
New York
$1.54M
5
SFS
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$112M +$352K +9,477 +0.3%
Bank of America
2
Bank of America
North Carolina
$50.2M +$2.98M +80,159 +6%
Morgan Stanley
3
Morgan Stanley
New York
$47.4M +$2.98M +80,154 +7%
AWS
4
AJ Wealth Strategies
New York
$43.3M +$4.62M +124,508 +12%
Wells Fargo
5
Wells Fargo
California
$24.3M +$751K +20,232 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.2M +$7.95M +214,112 +96%
FAM
7
Flaharty Asset Management
Florida
$15.8M +$456K +12,282 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$13.6M +$5.34M +143,869 +65%
LPL Financial
9
LPL Financial
California
$11.3M -$1.95M -52,579 -15%
UBS Group
10
UBS Group
Switzerland
$11.2M -$541K -14,581 -5%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$11.1M +$1.27M +34,245 +13%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$9.32M +$794K +21,400 +9%
ECM
13
Evergreen Capital Management
Washington
$8.48M -$1.04M -27,940 -11%
BlackRock
14
BlackRock
New York
$8.47M -$5.39M -145,315 -39%
Two Sigma Investments
15
Two Sigma Investments
New York
$8.25M -$2.62M -70,700 -24%
SWM
16
Segment Wealth Management
Texas
$7.85M +$344K +9,280 +5%
BWA
17
BDO Wealth Advisors
Florida
$7.79M -$909K -24,488 -10%
BCM
18
Brookstone Capital Management
Illinois
$6.98M +$6.98M +192,908 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.75M +$2.59M +69,735 +62%
MLM
20
Mount Lucas Management
Pennsylvania
$6.08M -$289K -7,778 -5%
ACM
21
Ascendant Capital Management
California
$5.94M +$2.97M +80,000 +100%
RJA
22
Raymond James & Associates
Florida
$5.51M -$18.7K -503 -0.3%
WA
23
WestEnd Advisors
North Carolina
$5.42M -$5.39K -153 Closed
CIA
24
Capital Investment Advisors
Georgia
$4.77M -$367K -9,898 -7%
IFA
25
Interactive Financial Advisors
Illinois
$4.41M -$418K -11,268 -9%
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