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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

123 hedge funds and large institutions have $165M invested in iShares Mortgage Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
123
Holders Change
-4
Holders Change %
-3.15%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
40
Reduced
48
Closed
16
Calls
$2.47M
Puts
$11.7M
Net Calls
-$9.26M
Net Calls Change
-$1.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.2M
2
Ameriprise
2
Ameriprise
Minnesota
$9.04M
3
CF
3
Clarity Financial
Texas
$4.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.93M
5
UBS Group
5
UBS Group
Switzerland
$4.52M

Top Sellers

1
WAM
1
WNY Asset Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.2M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23.2M 1,088,306 +254,914 +31%
Morgan Stanley
2
Morgan Stanley
New York
$16.2M 758,867 -513,485 -40%
Bank of America
3
Bank of America
North Carolina
$10.9M 509,149 -104,422 -17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.2M 478,667 +24,460 +5%
Ameriprise
5
Ameriprise
Minnesota
$9.04M 423,349 +131,835 +45%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.93M 324,440 +71,544 +28%
UBS Group
7
UBS Group
Switzerland
$4.52M 211,587 +69,499 +49%
CF
8
Clarity Financial
Texas
$4.47M 209,292 +99,699 +91%
Citadel Advisors
9
Citadel Advisors
Florida
$4.42M 207,153 +64,196 +45%
VAG
10
VisionPoint Advisory Group
Texas
$4.32M 201,344 -21,368 -10%
Man Group
11
Man Group
United Kingdom
$4.05M 189,521 -29,301 -13%
LPL Financial
12
LPL Financial
California
$4.03M 188,607 -3,290 -2%
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$3.69M 172,918 -6,566 -4%
TPA
14
Trivium Point Advisory
Connecticut
$3.42M 160,162 -1,704 -1%
BIA
15
Barry Investment Advisors
Massachusetts
$3.05M 142,732 +1,241 +0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.79M 130,495 -9,968 -7%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$2.31M 108,000 -147,000 -58%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.18M 102,249 +14,152 +16%
DWM
19
Drive Wealth Management
Utah
$2.12M 99,396 +57,202 +136%
CG
20
Cynosure Group
Utah
$2.12M 99,233 +1,286 +1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.73M 80,798 -15,347 -16%
TRCT
22
Tower Research Capital (TRC)
New York
$1.69M 78,981 +59,238 +300%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$1.61M 74,117 -9,607 -11%
CL
24
Choreo LLC
Illinois
$1.59M 74,445 -251 -0.3%
HI
25
Harbour Investments
Wisconsin
$1.58M 74,015 +1,620 +2%
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