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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

126 hedge funds and large institutions have $185M invested in iShares Mortgage Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
32
Reduced
48
Closed
19
Calls
$5.52M
Puts
$7.34M
Net Calls
-$1.82M
Net Calls Change
-$1.04M

Top Buyers

1
SAG
1
SageView Advisory Group
California
$18.5M
2
Wells Fargo
2
Wells Fargo
California
$16.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5.73M
4
DWM
4
Drive Wealth Management
Utah
$1.61M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.7M
2
BlackRock
2
BlackRock
New York
$6.28M
3
LPL Financial
3
LPL Financial
California
$5.16M
4
AWM
4
AE Wealth Management
Kansas
$710K
5
FIM
5
FWL Investment Management
Texas
$128K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.7M 1,235,269 -999,469 -45%
SAG
2
SageView Advisory Group
California
$18.5M 205,802 +205,802 New
Wells Fargo
3
Wells Fargo
California
$16.8M 721,609 +367,404 +104%
Bank of America
4
Bank of America
North Carolina
$15.1M 648,500 -49,628 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.72M 418,170 -9,687 -2%
BlackRock
6
BlackRock
New York
$6.28M 270,121 -272,993 -50%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$5.73M 246,500 +246,494 +4,108,233%
VAG
8
VisionPoint Advisory Group
Texas
$5.58M 240,304 -69,015 -22%
LPL Financial
9
LPL Financial
California
$5.16M 222,236 -248,245 -53%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.16M 221,988 +38,924 +21%
MAWAG
11
Mid-American Wealth Advisory Group
Missouri
$4.61M 198,373 +23,299 +13%
Citadel Advisors
12
Citadel Advisors
Florida
$3.63M 156,040 +3,212 +2%
UBS Group
13
UBS Group
Switzerland
$3.36M 144,683 -12,328 -8%
BIA
14
Barry Investment Advisors
Massachusetts
$3.27M 140,802 +1,133 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$3.11M 133,856 -89,138 -40%
MLM
16
Mount Lucas Management
Pennsylvania
$2.72M 117,013 +6,924 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.65M 114,020 +24,904 +28%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$2.07M 89,192 – –
CL
19
Choreo LLC
Illinois
$1.91M 82,055 -9,186 -10%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.69M 72,848 +8,085 +12%
CIA
21
Capital Investment Advisors
Georgia
$1.64M 70,432 -1,302 -2%
CG
22
Cynosure Group
Utah
$1.62M 69,858 +4,111 +6%
DWM
23
Drive Wealth Management
Utah
$1.61M 69,257 +69,257 New
HI
24
Harbour Investments
Wisconsin
$1.6M 68,995 +8,289 +14%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.59M 68,395 +395 +0.6%
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