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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

119 hedge funds and large institutions have $568M invested in iShares Mortgage Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-12
Holders Change %
-9.16%
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
17
Increased
41
Reduced
36
Closed
23
Calls
$3.27M
Puts
$10.5M
Net Calls
-$7.25M
Net Calls Change
+$6.12M

Top Buyers

1
BlackRock
1
BlackRock
New York
$57.1M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$34.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$7.17M
4
Stifel Financial
4
Stifel Financial
Missouri
$8.42M
5
FAM
5
Flaharty Asset Management
Florida
$6.54M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.75M
2
Bank of America
2
Bank of America
North Carolina
$23.8M
3
SAC
3
Smith Affiliated Capital
New York
$137M
4
Wells Fargo
4
Wells Fargo
California
$21.3M
5
SCI
5
Stableford Capital II
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$3.54M +$1.16M +25,623 +49%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$3.37M +$1.68M +37,100 +100%
IA
28
IFP Advisors
Florida
$3.35M +$311K +6,864 +10%
CIM
29
Cambria Investment Management
California
$3.08M +$981K +21,658 +47%
FCAG
30
First Capital Advisors Group
New Jersey
$3.02M +$121K +2,667 +4%
Citigroup
31
Citigroup
New York
$2.91M -$260K -5,748 -8%
BCM
32
Brookstone Capital Management
Illinois
$2.73M -$1.2M -26,560 -31%
JCM
33
Janney Capital Management
Pennsylvania
$2.69M -$97.7K -2,157 -3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.67M -$370K -8,169 -12%
AFP
35
Ausdal Financial Partners
Iowa
$2.55M +$18.8K +415 +0.7%
CAN
36
Cetera Advisor Networks
California
$2.35M +$676K +14,877 +40%
N
37
Natixis
France
$2.29M +$943K +20,827 +70%
PWM
38
Patriot Wealth Management
Texas
$2.14M -$146K -3,229 -6%
BSAM
39
Blue Sky Asset Management
Colorado
$1.72M +$1.72M +38,007 New
CS
40
Credit Suisse
Switzerland
$1.69M +$472K +10,422 +39%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.68M -$196K -4,325 -10%
RIA
42
Regal Investment Advisors
Michigan
$1.66M +$901K +19,902 +118%
PAG
43
Private Advisor Group
New Jersey
$1.66M +$15.3K +337 +0.9%
CA
44
Cetera Advisors
Colorado
$1.48M +$14.7K +325 +1%
QA
45
Quantitative Advantage
Minnesota
$1.46M -$414K -9,150 -22%
ACM
46
Alethea Capital Management
Washington
$1.26M – – –
BCA
47
Benchmark Capital Advisors
New York
$1.18M -$47.5K -1,050 -4%
Ameriprise
48
Ameriprise
Minnesota
$1.18M -$1.93M -42,702 -62%
AA
49
Advisory Alpha
Michigan
$1.13M -$166K -3,675 -13%
OAM
50
Oppenheimer Asset Management
New York
$1.08M +$1.08M +23,779 New
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