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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $199M invested in iShares Mortgage Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 34 closing their positions.

Holders
127
Holders Change
-20
Holders Change %
-13.61%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
34
Reduced
43
Closed
34
Calls
$3.09M
Puts
$4.11M
Net Calls
-$1.02M
Net Calls Change
-$1.2M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$1.67M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.64M
3
ECM
3
Evergreen Capital Management
Washington
$9.37M
4
HF
4
HRT Financial
New York
$1.07M
5
HI
5
Harbour Investments
Wisconsin
$1.01M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$29.2M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
BlackRock
4
BlackRock
New York
$3.6M
5
HWA
5
HCR Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$30.2M 1,129,036 -334,994 -23%
Morgan Stanley
2
Morgan Stanley
New York
$29.2M 1,092,225 -239,607 -18%
FAM
3
Flaharty Asset Management
Florida
$12.6M 470,648 -19,080 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.9M 407,214 +17,707 +5%
ECM
5
Evergreen Capital Management
Washington
$9.37M 350,539 +42,272 +14%
Wells Fargo
6
Wells Fargo
California
$8.94M 334,261 -74,571 -18%
LPL Financial
7
LPL Financial
California
$7.77M 290,535 +32,433 +13%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$7.72M 288,732 +1,079 +0.4%
UBS Group
9
UBS Group
Switzerland
$6.83M 255,434 +4,379 +2%
BWA
10
BDO Wealth Advisors
Florida
$4.29M 160,568 -9,367 -6%
BlackRock
11
BlackRock
New York
$3.6M 134,657 -179,153 -57%
BCM
12
Brookstone Capital Management
Illinois
$3.45M 125,161 -11,496 -8%
CAN
13
Cetera Advisor Networks
California
$3.23M 120,759 +3,546 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.91M 108,883 -16,869 -13%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.88M 107,540 +2,485 +2%
CIA
16
Capital Investment Advisors
Georgia
$2.66M 99,595 -7,840 -7%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.55M 95,267 +25,302 +36%
Macquarie Group
18
Macquarie Group
Australia
$2.23M 83,412 -50,571 -38%
IWM
19
IHT Wealth Management
Illinois
$1.95M 72,949 -1,308 -2%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.91M 71,315 -1,857 -3%
Goldman Sachs
21
Goldman Sachs
New York
$1.9M 71,126 +23,657 +50%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.87M 69,922 +5,266 +8%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$1.76M 65,725 +37,222 +131%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.72M 64,417 -7,928 -11%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$1.67M 62,559 +62,559 New
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