REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

87 hedge funds and large institutions have $566M invested in iShares Mortgage Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
23
Increased
38
Reduced
19
Closed
13
Calls
$360K
Puts
$719K
Net Calls
-$359K
Net Calls Change
+$274K

Top Buyers

1
MIM
1
Miller Investment Management
Pennsylvania
$17.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.81M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.4M
4
LPL Financial
4
LPL Financial
California
$11.2M
5
TC
5
Talkot Capital
California
$4.83M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$280M
2
U
2
UBS
Switzerland
$27.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$489K
4
IAS
4
IMA Advisory Services
Colorado
$0
5
Bank of America
5
Bank of America
North Carolina
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.22M +$975K +20,322 +78%
RJA
27
Raymond James & Associates
Florida
$2.16M +$769K +16,042 +55%
ACJ
28
Autonomy Capital (Jersey)
Jersey
$2.16M +$2.16M +45,000 New
VKH
29
Virtu KCG Holdings
New York
$1.79M +$1.79M +37,383 New
Citigroup
30
Citigroup
New York
$1.65M +$490K +10,211 +42%
SFSIG
31
San Francisco Sentry Investment Group
California
$1.19M +$11.4K +238 +1%
Deutsche Bank
32
Deutsche Bank
Germany
$1.1M -$45.6K -952 -4%
LS
33
Lattice Strategies
Pennsylvania
$928K +$928K +19,348 New
Barclays
34
Barclays
United Kingdom
$890K +$151K +3,441 +20%
FTI
35
Fiduciary Trust International
Massachusetts
$852K +$2.78K +58 +0.3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$850K -$69.7K -1,454 -8%
CA
37
Cetera Advisors
Colorado
$792K -$518K -10,786 -40%
BCA
38
Benchmark Capital Advisors
New York
$763K +$120K +2,500 +19%
FTUS
39
Flow Traders U.S.
New York
$732K +$732K +15,280 New
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$686K +$686K +14,306 New
MMLI
41
Massachusetts Mutual Life Insurance
Massachusetts
$672K +$672K +14,002 New
CFS
42
Community Financial System
New York
$600K +$600K +12,500 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$578K +$38.4K +800 +7%
ACM
44
Avalon Capital Management
California
$571K -$210K -4,385 -27%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$570K +$30K +626 +6%
DG
46
Davidson & Garrard
Virginia
$544K -$608K -12,680 -53%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$489K -$4.87M -101,608 -91%
JWM
48
Jacobus Wealth Management
Wisconsin
$488K +$233K +4,850 +91%
Nomura Holdings
49
Nomura Holdings
Japan
$485K +$485K +10,130 New
SFG
50
SNS Financial Group
Minnesota
$470K -$1.12M -23,316 -70%
1
2
3 4