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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

122 hedge funds and large institutions have $184M invested in iShares Mortgage Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
32
Reduced
36
Closed
15
Calls
$4.5M
Puts
$6.72M
Net Calls
-$2.22M
Net Calls Change
+$9.34M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
AWM
2
AE Wealth Management
Kansas
$5.08M
3
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$4.09M
4
MFS
4
Mirabella Financial Services
United Kingdom
$3.66M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.39M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.36M
2
BlackRock
2
BlackRock
New York
$8.47M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.1M 1,080,601 +236,225 +28%
Bank of America
2
Bank of America
North Carolina
$19.4M 870,276 +39,107 +5%
LPL Financial
3
LPL Financial
California
$13.2M 589,596 +22,569 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.79M 438,193 +22,621 +5%
FIM
5
FWL Investment Management
Texas
$9.6M 429,741 +3,515 +0.8%
VAG
6
VisionPoint Advisory Group
Texas
$8.77M 392,512 -18,969 -5%
BlackRock
7
BlackRock
New York
$8.47M 379,352 -244,076 -39%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.39M 330,606 +136,396 +70%
Wells Fargo
9
Wells Fargo
California
$6.35M 284,122 -5,815 -2%
AWM
10
AE Wealth Management
Kansas
$5.08M 227,446 +194,304 +586%
UBS Group
11
UBS Group
Switzerland
$4.1M 183,557 -1,762 -1%
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$4.09M 190,181 +190,181 New
MFS
13
Mirabella Financial Services
United Kingdom
$3.66M 163,730 +163,730 New
ECM
14
Evergreen Capital Management
Washington
$3.13M 136,878 -3,013 -2%
CA
15
Continuum Advisory
Idaho
$3.09M 138,420 -2,272 -2%
BIA
16
Barry Investment Advisors
Massachusetts
$2.98M 130,246 +6,196 +5%
MLM
17
Mount Lucas Management
Pennsylvania
$2.4M 107,355 +107,355 New
Ameriprise
18
Ameriprise
Minnesota
$2.38M 106,663 +16,992 +19%
Goldman Sachs
19
Goldman Sachs
New York
$2.36M 105,649 -300,000 -74%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$2.34M 104,606 -541 -0.5%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$1.99M 89,192 +89,192 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.72M 76,734 -6,879 -8%
Citadel Advisors
23
Citadel Advisors
Florida
$1.7M 76,176 +73,595 +2,851%
CIA
24
Capital Investment Advisors
Georgia
$1.68M 75,210 -4,857 -6%
IWM
25
IHT Wealth Management
Illinois
$1.41M 62,908 -4,031 -6%
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