REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

120 hedge funds and large institutions have $168M invested in iShares Mortgage Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
40
Reduced
43
Closed
20
Calls
$2.9M
Puts
$7.8M
Net Calls
-$4.9M
Net Calls Change
-$3.08M

Top Buyers

1
WAM
1
WNY Asset Management
New York
$18.8M
2
TPA
2
Trivium Point Advisory
Connecticut
$3.11M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.89M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.51M
5
RJA
5
Raymond James & Associates
Florida
$1.43M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
BlackRock
2
BlackRock
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.6M 1,200,657 -34,612 -3%
WAM
2
WNY Asset Management
New York
$18.8M 846,803 +846,803 New
Wells Fargo
3
Wells Fargo
California
$17.1M 772,389 +50,780 +7%
Bank of America
4
Bank of America
North Carolina
$13M 586,138 -62,362 -10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.61M 433,741 +15,571 +4%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.08M 274,311 +52,323 +24%
VAG
7
VisionPoint Advisory Group
Texas
$4.89M 220,630 -19,674 -8%
LPL Financial
8
LPL Financial
California
$4.4M 198,348 -23,888 -11%
MAWAG
9
Mid-American Wealth Advisory Group
Missouri
$4.28M 193,234 -5,139 -3%
UBS Group
10
UBS Group
Switzerland
$3.38M 152,731 +8,048 +6%
Ameriprise
11
Ameriprise
Minnesota
$3.28M 148,231 +14,375 +11%
BIA
12
Barry Investment Advisors
Massachusetts
$3.11M 140,378 -424 -0.3%
TPA
13
Trivium Point Advisory
Connecticut
$3.11M 140,257 +140,257 New
Two Sigma Investments
14
Two Sigma Investments
New York
$2.89M 130,389 +118,789 +1,024%
MLM
15
Mount Lucas Management
Pennsylvania
$2.23M 100,483 -16,530 -14%
CG
16
Cynosure Group
Utah
$2.16M 97,532 +27,674 +40%
Citadel Advisors
17
Citadel Advisors
Florida
$1.96M 88,544 -67,496 -43%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.84M 83,056 -30,964 -27%
CL
19
Choreo LLC
Illinois
$1.78M 81,146 -909 -1%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.76M 79,315 +6,467 +9%
HI
21
Harbour Investments
Wisconsin
$1.56M 70,259 +1,264 +2%
CIA
22
Capital Investment Advisors
Georgia
$1.54M 69,548 -884 -1%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.51M 67,980 +67,980 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.49M 67,412 -983 -1%
RJA
25
Raymond James & Associates
Florida
$1.43M 64,529 +53,531 +487%
1
2 3 4 5