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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

111 hedge funds and large institutions have $341M invested in iShares Mortgage Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
18
Increased
47
Reduced
29
Closed
16
Calls
$375K
Puts
$2.24M
Net Calls
-$1.87M
Net Calls Change
-$927K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.4M
2
BFA
2
BlackRock Fund Advisors
California
$23.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$9.24M
4
NEIRG
4
New England Investment & Retirement Group
Massachusetts
$5.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.9M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$7.14M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
BlackRock
3
BlackRock
New York
$4.51M
4
SMM
4
Stadion Money Management
Georgia
$0
5
BCM
5
Brookstone Capital Management
Illinois
$389K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$3.47M 274,220 +210,103 +328%
QA
27
Quantitative Advantage
Minnesota
$3.32M 262,527 -444 -0.2%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.27M 258,675 +25,636 +11%
ECM
29
Evergreen Capital Management
Washington
$3.04M 240,215 -2,261 -0.9%
RJA
30
Raymond James & Associates
Florida
$2.79M 220,765 -45,285 -17%
DAS
31
Dynamic Advisor Solutions
Arizona
$2.77M 218,760 +37,417 +21%
MP
32
Manifold Partners
California
$2.67M 210,993 +100,092 +90%
HH
33
Hilltop Holdings
Texas
$2.17M 172,002 +19,608 +13%
PWM
34
Perigon Wealth Management
California
$2M 158,048 +158,048 New
PSI
35
Pinnacle Summer Investments
Virginia
$1.9M 150,300 – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.33M 104,993 +2,117 +2%
EWM
37
Edge Wealth Management
New York
$1.2M 95,289 -2,156 -2%
Citadel Advisors
38
Citadel Advisors
Florida
$1.2M 94,515 +94,515 New
BCA
39
Benchmark Capital Advisors
New York
$1.15M 90,600 -1,000 -1%
Jane Street
40
Jane Street
New York
$1.05M 82,830 +82,830 New
VAM
41
Visium Asset Management
New York
$1.01M 80,000 +80,000 New
FAAS
42
First Allied Advisory Services
California
$1M 79,287 +5,251 +7%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$942K 74,598 +61,398 +465%
LCM
44
Levitt Capital Management
Florida
$876K 69,295 -121,971 -64%
Nomura Holdings
45
Nomura Holdings
Japan
$843K 66,650 +8,550 +15%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$805K 63,674 +1,464 +2%
PO
47
Private Ocean
California
$759K 60,022 +108 +0.2%
CFS
48
Community Financial System
New York
$758K 60,000 – –
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$731K 57,802 +14,127 +32%
CA
50
Cetera Advisors
Colorado
$692K 54,756 +297 +0.5%
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