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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

115 hedge funds and large institutions have $306M invested in iShares Mortgage Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
20
Increased
36
Reduced
41
Closed
14
Calls
$278K
Puts
$15.3M
Net Calls
-$15M
Net Calls Change
-$13.1M

Top Buyers

1
EWM
1
Edge Wealth Management
New York
$12M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.33M
3
BFA
3
BlackRock Fund Advisors
California
$26.6M
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$3.43M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$5.52M

Top Sellers

1
MIM
1
Miller Investment Management
Pennsylvania
$0
2
RP
2
Raiff Partners
New York
$0
3
Comerica Bank
3
Comerica Bank
Texas
$438K
4
Wells Fargo
4
Wells Fargo
California
$15.5M
5
PWM
5
Patriot Wealth Management
Texas
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.23M 274,034 -39,936 -13%
IWC
27
Integrated Wealth Counsel
California
$2.97M 252,208 -81,735 -24%
QA
28
Quantitative Advantage
Minnesota
$2.93M 248,500 -14,027 -5%
UCFA
29
United Capital Financial Advisors
Texas
$2.55M 215,858 -58,362 -21%
HH
30
Hilltop Holdings
Texas
$2.51M 212,656 +40,654 +24%
TRCT
31
Tower Research Capital (TRC)
New York
$2.3M 194,887 +140,267 +257%
VKH
32
Virtu KCG Holdings
New York
$2.28M 193,112 +193,112 New
PWM
33
Perigon Wealth Management
California
$1.89M 160,543 +2,495 +2%
PSI
34
Pinnacle Summer Investments
Virginia
$1.77M 150,300 – –
PWM
35
Patriot Wealth Management
Texas
$1.7M 143,949 -280,510 -66%
RJA
36
Raymond James & Associates
Florida
$1.66M 141,178 -79,587 -36%
PI
37
Placemark Investments
Illinois
$1.38M 117,028 +63,961 +121%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.22M 103,421 +28,823 +39%
Citadel Advisors
39
Citadel Advisors
Florida
$1.16M 98,310 +3,795 +4%
BCA
40
Benchmark Capital Advisors
New York
$1.07M 90,600 – –
FAAS
41
First Allied Advisory Services
California
$936K 78,976 -311 -0.4%
SCM
42
Summit Capital Management
Washington
$910K 77,196 +77,196 New
CS
43
Credit Suisse
Switzerland
$874K 74,104 +57,959 +359%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$742K 62,944 -730 -1%
SF
45
Synovus Financial
Georgia
$719K 60,997 +10,297 +20%
PO
46
Private Ocean
California
$708K 60,085 +63 +0.1%
CFS
47
Community Financial System
New York
$707K 60,000 – –
SG Americas Securities
48
SG Americas Securities
New York
$705K 59,759 +59,759 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$632K 53,635 -51,358 -49%
PAG
50
Private Advisor Group
New Jersey
$628K 53,259 +1,050 +2%
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