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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $215M invested in iShares Mortgage Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
37
Reduced
42
Closed
16
Calls
$3.42M
Puts
$4.2M
Net Calls
-$779K
Net Calls Change
+$1.44M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$52.7M
2
BlackRock
BlackRock
New York
$12.8M
3
Macquarie Group
Macquarie Group
Australia
$3.09M
4
Ameriprise
Ameriprise
Minnesota
$5.26M
5
CL
Choreo LLC
Illinois
$2.15M

Top Sellers

1
FIM
FWL Investment Management
Texas
$3.81M
2
Bank of America
Bank of America
North Carolina
$16.5M
3
MFS
Mirabella Financial Services
United Kingdom
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$4.32M
5
LPL Financial
LPL Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.7M +$27.2M +1,154,137 +107%
Bank of America
2
Bank of America
North Carolina
$16.5M -$4.06M -172,148 -20%
BlackRock
3
BlackRock
New York
$12.8M +$3.86M +163,762 +43%
LPL Financial
4
LPL Financial
California
$11.1M -$2.81M -119,115 -20%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.1M -$244K -10,336 -2%
Wells Fargo
6
Wells Fargo
California
$8.36M +$1.65M +70,083 +25%
VAG
7
VisionPoint Advisory Group
Texas
$7.3M -$1.96M -83,193 -21%
AWM
8
AE Wealth Management
Kansas
$5.82M +$477K +20,313 +9%
Ameriprise
9
Ameriprise
Minnesota
$5.26M +$2.74M +116,331 +109%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.32M -$3.48M -147,542 -45%
MAWAG
11
Mid-American Wealth Advisory Group
Missouri
$4.13M -$356K -15,107 -8%
FIM
12
FWL Investment Management
Texas
$3.81M -$6.32M -268,024 -62%
UBS Group
13
UBS Group
Switzerland
$3.7M -$626K -26,546 -14%
Citadel Advisors
14
Citadel Advisors
Florida
$3.61M +$1.81M +76,652 +101%
Goldman Sachs
15
Goldman Sachs
New York
$3.31M +$813K +34,462 +33%
BIA
16
Barry Investment Advisors
Massachusetts
$3.29M +$222K +9,423 +7%
Macquarie Group
17
Macquarie Group
Australia
$3.09M +$3.09M +130,808 New
MLM
18
Mount Lucas Management
Pennsylvania
$2.6M +$64.5K +2,734 +3%
CL
19
Choreo LLC
Illinois
$2.15M +$2.15M +91,241 New
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$2.1M – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.1M +$292K +12,382 +16%
CF
22
Copperwynd Financial
Arizona
$1.89M +$1.89M +80,310 New
CA
23
Continuum Advisory
Idaho
$1.81M -$1.45M -61,611 -45%
FFA
24
First Foundation Advisors
California
$1.79M +$1.79M +75,810 New
CIA
25
Capital Investment Advisors
Georgia
$1.69M -$82K -3,476 -5%
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