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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

127 hedge funds and large institutions have $225M invested in iShares Mortgage Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
56
Reduced
25
Closed
16
Calls
$2.33M
Puts
$10.5M
Net Calls
-$8.13M
Net Calls Change
-$3.23M

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
$6.85M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.05M
3
Two Sigma Investments
Two Sigma Investments
New York
$7.6M
4
Man Group
Man Group
United Kingdom
$5.19M
5
Ameriprise
Ameriprise
Minnesota
$6.92M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$505K
2
BP
BBR Partners
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$6M
4
FFA
First Foundation Advisors
California
$803K
5
WAM
WNY Asset Management
New York
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.2M +$1.7M +71,695 +6%
Wells Fargo
2
Wells Fargo
California
$19.8M +$1.45M +61,003 +8%
WAM
3
WNY Asset Management
New York
$19.7M -$399K -16,824 -2%
Bank of America
4
Bank of America
North Carolina
$14.6M +$651K +27,433 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.8M +$486K +20,466 +5%
Two Sigma Investments
6
Two Sigma Investments
New York
$7.6M +$4.51M +189,961 +146%
Ameriprise
7
Ameriprise
Minnesota
$6.92M +$3.4M +143,283 +97%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$6.85M +$6.85M +288,550 New
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$6.05M +$6.05M +255,000 New
Osaic Holdings
10
Osaic Holdings
Arizona
$6M -$508K -21,415 -8%
VAG
11
VisionPoint Advisory Group
Texas
$5.28M +$49.4K +2,082 +0.9%
Man Group
12
Man Group
United Kingdom
$5.19M +$4.47M +188,478 +621%
LPL Financial
13
LPL Financial
California
$4.55M -$153K -6,451 -3%
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$4.26M -$326K -13,750 -7%
TPA
15
Trivium Point Advisory
Connecticut
$3.67M +$490K +21,609 +15%
Citadel Advisors
16
Citadel Advisors
Florida
$3.39M +$1.29M +54,413 +61%
UBS Group
17
UBS Group
Switzerland
$3.37M -$253K -10,643 -7%
BIA
18
Barry Investment Advisors
Massachusetts
$3.36M +$26.4K +1,113 +0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.33M +$1.36M +57,407 +69%
RJA
20
Raymond James & Associates
Florida
$2.73M +$1.2M +50,642 +78%
MLM
21
Mount Lucas Management
Pennsylvania
$2.69M +$301K +12,677 +13%
CF
22
Clarity Financial
Texas
$2.6M +$2.27M +95,557 +681%
Macquarie Group
23
Macquarie Group
Australia
$2.49M +$2.49M +104,759 New
CG
24
Cynosure Group
Utah
$2.32M +$9.85K +415 +0.4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.28M +$1.63M +68,704 +250%
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