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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

167 hedge funds and large institutions have $545M invested in iShares Mortgage Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-12
Holders Change %
-6.7%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
59
Reduced
50
Closed
23
Calls
$4.5M
Puts
$5.73M
Net Calls
-$1.24M
Net Calls Change
+$70K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$65.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.5M
3
AWS
AJ Wealth Strategies
New York
$48.6M
4
Citigroup
Citigroup
New York
$115M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.51M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$465K
2
SWM
Segment Wealth Management
Texas
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$1.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$7.01M
5
WA
WestEnd Advisors
North Carolina
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$115M +$6.07M +167,854 +6%
Bank of America
2
Bank of America
North Carolina
$65.4M +$16.4M +454,431 +34%
AWS
3
AJ Wealth Strategies
New York
$48.6M +$6.39M +176,575 +15%
Morgan Stanley
4
Morgan Stanley
New York
$46.4M +$262K +7,231 +0.6%
Wells Fargo
5
Wells Fargo
California
$24.8M +$1.17M +32,231 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.8M +$1.06M +29,292 +7%
FAM
7
Flaharty Asset Management
Florida
$16M +$617K +17,043 +4%
LPL Financial
8
LPL Financial
California
$10.6M -$436K -12,059 -4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$10.5M +$9.19M +253,937 +694%
UBS Group
10
UBS Group
Switzerland
$10.1M -$808K -22,330 -7%
ECM
11
Evergreen Capital Management
Washington
$8.56M +$295K +8,161 +4%
BlackRock
12
BlackRock
New York
$7.77M -$485K -13,397 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.74M +$1.17M +32,264 +18%
BCM
14
Brookstone Capital Management
Illinois
$7.34M +$107K +2,847 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.01M -$6.23M -172,195 -47%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$6.95M -$3.86M -106,647 -36%
BWA
17
BDO Wealth Advisors
Florida
$6.86M -$727K -20,095 -10%
MML Investors Services
18
MML Investors Services
Massachusetts
$6.46M +$2.71M +74,816 +72%
MLM
19
Mount Lucas Management
Pennsylvania
$5.51M -$412K -11,394 -7%
RJA
20
Raymond James & Associates
Florida
$5.51M +$134K +3,715 +3%
WA
21
WestEnd Advisors
North Carolina
$5.46M -$5.42M – –
CIA
22
Capital Investment Advisors
Georgia
$4.34M -$307K -8,488 -7%
CAN
23
Cetera Advisor Networks
California
$3.94M +$270K +7,450 +7%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$3.65M +$20.2K +557 +0.6%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$3.51M +$3.51M +96,951 New
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