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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

117 hedge funds and large institutions have $190M invested in iShares Mortgage Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 19 closing their positions.

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
35
Reduced
38
Closed
19
Calls
$8.42M
Puts
$20M
Net Calls
-$11.6M
Net Calls Change
+$8.73M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.57M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$4.72M
3
RWP
3
RWA Wealth Partners
Massachusetts
$2.03M
4
Millennium Management
4
Millennium Management
New York
$2.46M
5
Ameriprise
5
Ameriprise
Minnesota
$2.12M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citigroup
2
Citigroup
New York
$510K
3
Morgan Stanley
3
Morgan Stanley
New York
$19.9M
4
Simplex Trading
4
Simplex Trading
Illinois
$1.41M
5
CM
5
Caption Management
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.9M 844,376 -152,408 -15%
Bank of America
2
Bank of America
North Carolina
$19.6M 831,169 +32,058 +4%
BlackRock
3
BlackRock
New York
$14.7M 623,428 +28,633 +5%
LPL Financial
4
LPL Financial
California
$13.4M 567,027 +16,784 +3%
FIM
5
FWL Investment Management
Texas
$10.1M 426,226 +14,162 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.81M 415,572 +12,048 +3%
VAG
7
VisionPoint Advisory Group
Texas
$9.71M 411,481 +25,174 +7%
Goldman Sachs
8
Goldman Sachs
New York
$9.57M 405,649 +338,050 +500%
Wells Fargo
9
Wells Fargo
California
$6.84M 289,937 +22,348 +8%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$4.72M 200,000 +200,000 New
Osaic Holdings
11
Osaic Holdings
Arizona
$4.58M 194,210 +43,773 +29%
UBS Group
12
UBS Group
Switzerland
$4.37M 185,319 -9,725 -5%
CA
13
Continuum Advisory
Idaho
$3.32M 140,692 +3,903 +3%
ECM
14
Evergreen Capital Management
Washington
$3.3M 139,891 -6,544 -4%
BIA
15
Barry Investment Advisors
Massachusetts
$2.93M 124,050 +15,350 +14%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.48M 105,147 +5,737 +6%
Millennium Management
17
Millennium Management
New York
$2.46M 104,190 +67,500 +184%
BWA
18
BDO Wealth Advisors
Florida
$2.3M 97,449 -3,588 -4%
Ameriprise
19
Ameriprise
Minnesota
$2.12M 89,671 +46,471 +108%
RWP
20
RWA Wealth Partners
Massachusetts
$2.03M 85,990 +85,990 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.97M 83,613 -16,131 -16%
CIA
22
Capital Investment Advisors
Georgia
$1.89M 80,067 -2,426 -3%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$1.75M 74,137 -8,877 -11%
BCM
24
Brookstone Capital Management
Illinois
$1.62M 69,836 -5,138 -7%
IWM
25
IHT Wealth Management
Illinois
$1.58M 66,939 -2,376 -3%
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