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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

118 hedge funds and large institutions have $180M invested in iShares Mortgage Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
40
Reduced
37
Closed
19
Calls
$9.89M
Puts
$30.2M
Net Calls
-$20.3M
Net Calls Change
+$91.1M

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.93M
2
CM
2
Caption Management
Oklahoma
$2.45M
3
Simplex Trading
3
Simplex Trading
Illinois
$4.16M
4
BIA
4
Barry Investment Advisors
Massachusetts
$2.37M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.29M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$17.5M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$199K
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$437K
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.8M 996,784 -111,287 -10%
Bank of America
2
Bank of America
North Carolina
$17.5M 799,111 -517,862 -39%
BlackRock
3
BlackRock
New York
$13M 594,795 -18,250 -3%
LPL Financial
4
LPL Financial
California
$12M 550,243 -12,419 -2%
FIM
5
FWL Investment Management
Texas
$9M 412,064 +3,711 +0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.81M 403,524 +16,782 +4%
VAG
7
VisionPoint Advisory Group
Texas
$7.91M 386,307 -81,108 -17%
Jane Street
8
Jane Street
New York
$5.93M 271,477 +271,477 New
Wells Fargo
9
Wells Fargo
California
$5.84M 267,589 -58,065 -18%
UBS Group
10
UBS Group
Switzerland
$4.26M 195,044 -51,737 -21%
Simplex Trading
11
Simplex Trading
Illinois
$4.16M 190,543 +102,710 +117%
Citigroup
12
Citigroup
New York
$4.14M 189,638 -693 -0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.29M 150,437 +45,040 +43%
ECM
14
Evergreen Capital Management
Washington
$3.2M 146,435 -742 -0.5%
CA
15
Continuum Advisory
Idaho
$2.99M 136,789 +3,076 +2%
CM
16
Caption Management
Oklahoma
$2.45M 112,200 +112,200 New
BIA
17
Barry Investment Advisors
Massachusetts
$2.37M 108,700 +58,621 +117%
BWA
18
BDO Wealth Advisors
Florida
$2.21M 101,037 -33,330 -25%
CAI
19
Capital Advisors Inc
Oklahoma
$2.18M 99,800 -2,130 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.18M 99,744 -5,203 -5%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.17M 99,410 +601 +0.6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.96M 89,673 +17,482 +24%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$1.81M 83,014 +14,743 +22%
CIA
24
Capital Investment Advisors
Georgia
$1.8M 82,493 -4,074 -5%
BCM
25
Brookstone Capital Management
Illinois
$1.64M 74,974 -11,145 -13%
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