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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

126 hedge funds and large institutions have $589M invested in iShares Mortgage Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
+16
Holders Change %
+14.55%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
37
Reduced
34
Closed
15
Calls
$3.28M
Puts
$115M
Net Calls
-$111M
Net Calls Change
-$107M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$376M
2
VAG
2
VisionPoint Advisory Group
Texas
$11.9M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$11.2M
4
FIM
4
FWL Investment Management
Texas
$9.27M
5
Bank of America
5
Bank of America
North Carolina
$29.9M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$259K
2
ECM
2
Evergreen Capital Management
Washington
$3.34M
3
Citadel Advisors
3
Citadel Advisors
Florida
$500K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Citigroup
5
Citigroup
New York
$4.32M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$376M 5,498 +5,498 New
Bank of America
2
Bank of America
North Carolina
$29.9M 1,316,973 +344,276 +35%
Morgan Stanley
3
Morgan Stanley
New York
$25.1M 1,108,071 +44,161 +4%
BlackRock
4
BlackRock
New York
$13.9M 613,045 +326,877 +114%
LPL Financial
5
LPL Financial
California
$12.8M 562,662 +147,136 +35%
VAG
6
VisionPoint Advisory Group
Texas
$11.9M 467,415 +467,415 New
CWG
7
Cornerstone Wealth Group
North Carolina
$11.2M 492,554 +492,554 New
FIM
8
FWL Investment Management
Texas
$9.27M 408,353 +388,255 +1,932%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.78M 386,742 +5,109 +1%
Wells Fargo
10
Wells Fargo
California
$7.39M 325,654 +11,738 +4%
UBS Group
11
UBS Group
Switzerland
$5.6M 246,781 -10,084 -4%
Citigroup
12
Citigroup
New York
$4.32M 190,331 -84,412 -31%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$3.57M 157,227 +118,056 +301%
CC
14
Centiva Capital
New York
$3.42M 150,600 +150,600 New
ECM
15
Evergreen Capital Management
Washington
$3.34M 147,177 -210,152 -59%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$3.12M 137,421 +137,421 New
BWA
17
BDO Wealth Advisors
Florida
$3.05M 134,367 -3,518 -3%
CA
18
Continuum Advisory
Idaho
$3.03M 133,713 +114,488 +596%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.39M 105,397 +689 +0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.38M 104,947 +49,246 +88%
CAI
21
Capital Advisors Inc
Oklahoma
$2.31M 101,930 +101,930 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.24M 98,809 +3,180 +3%
BCM
23
Brookstone Capital Management
Illinois
$2.05M 86,119 -8,218 -9%
Simplex Trading
24
Simplex Trading
Illinois
$1.99M 87,833 +87,833 New
CIA
25
Capital Investment Advisors
Georgia
$1.96M 86,567 -4,285 -5%
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