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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

109 hedge funds and large institutions have $507M invested in iShares Mortgage Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
23
Increased
41
Reduced
36
Closed
16
Calls
$505K
Puts
$1.45M
Net Calls
-$940K
Net Calls Change
+$173K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$23.1M
2
JIP
Jaffetilchin Investment Partners
Florida
$9.02M
3
BlackRock
BlackRock
New York
$8.3M
4
Comerica Bank
Comerica Bank
Texas
$14.8M
5
RP
Raiff Partners
New York
$6.13M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$196M
2
U
UBS
Switzerland
$10.4M
3
CS
Credit Suisse
Switzerland
$198K
4
TRCT
Tower Research Capital (TRC)
New York
$0
5
BCM
Brookstone Capital Management
Illinois
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
QA
26
Quantitative Advantage
Minnesota
$3.22M +$3.22M +65,743 New
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$3.07M – – –
AIG
28
American International Group
New York
$3.06M +$222K +4,537 +8%
PAM
29
Panagora Asset Management
Massachusetts
$3.04M -$595K -12,135 -16%
ECM
30
Evergreen Capital Management
Washington
$2.97M +$34.3K +699 +1%
EI
31
Excelsia Inc
Georgia
$2.94M -$244K -4,971 -8%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.86M +$282K +5,743 +11%
LCM
33
Levitt Capital Management
Florida
$2.35M +$766K +15,623 +49%
DAS
34
Dynamic Advisor Solutions
Arizona
$2.22M +$122K +2,485 +6%
Citigroup
35
Citigroup
New York
$1.98M +$33.8K +689 +2%
HH
36
Hilltop Holdings
Texas
$1.87M -$836K -17,050 -31%
PSI
37
Pinnacle Summer Investments
Virginia
$1.84M +$1.84M +37,575 New
SFSIG
38
San Francisco Sentry Investment Group
California
$1.48M +$258K +5,261 +21%
MP
39
Manifold Partners
California
$1.36M +$1.36M +27,725 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.26M -$885K -18,043 -41%
Barclays
41
Barclays
United Kingdom
$1.24M +$101K +2,111 +9%
EWM
42
Edge Wealth Management
New York
$1.2M -$14.7K -300 -1%
BCA
43
Benchmark Capital Advisors
New York
$1.12M +$362K +7,375 +48%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.01M +$12.3K +250 +1%
IWC
45
Integrated Wealth Counsel
California
$1M +$148K +3,010 +17%
AIU
46
Algebris Investments (UK)
United Kingdom
$958K -$269K -5,475 -22%
FAAS
47
First Allied Advisory Services
California
$904K +$516K +10,575 +133%
PSW
48
Portfolio Strategies (Washington)
Washington
$825K +$66.9K +1,364 +9%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$786K +$376K +7,668 +92%
UCFA
50
United Capital Financial Advisors
Texas
$786K +$786K +16,029 New
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