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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

136 hedge funds and large institutions have $520M invested in iShares Mortgage Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
12
Increased
50
Reduced
41
Closed
19
Calls
$904K
Puts
$4.41M
Net Calls
-$3.51M
Net Calls Change
+$5.81M

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$8.41M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$21.6M
3
MLM
3
Mount Lucas Management
Pennsylvania
$4.16M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$8.29M
5
G
5
Gainplan
Michigan
$2.48M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$142M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$21.2M
3
BlackRock
3
BlackRock
New York
$52M
4
NCM
4
Niemann Capital Management
Nevada
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$4.23M +$347K +7,398 +9%
MLM
27
Mount Lucas Management
Pennsylvania
$4.16M +$3.39M +72,297 +438%
AllianceBernstein
28
AllianceBernstein
Tennessee
$3.48M +$241K +5,141 +7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.41M +$62.3K +1,330 +2%
Citigroup
30
Citigroup
New York
$3.26M +$193K +4,117 +6%
AFP
31
Ausdal Financial Partners
Iowa
$2.83M +$23.8K +508 +0.8%
SRSA
32
S.R. Schill & Associates
Washington
$2.79M +$1.72M +36,742 +161%
JCM
33
Janney Capital Management
Pennsylvania
$2.66M -$86.7K -1,851 -3%
CAN
34
Cetera Advisor Networks
California
$2.63M -$8.62K -184 -0.3%
G
35
Gainplan
Michigan
$2.48M +$2.48M +52,839 New
PWM
36
Patriot Wealth Management
Texas
$2.43M +$187K +3,982 +8%
FCAG
37
First Capital Advisors Group
New Jersey
$2.33M -$654K -13,962 -22%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.27M -$747K -15,940 -25%
Stifel Financial
39
Stifel Financial
Missouri
$2M +$821K +17,465 +70%
TRCT
40
Tower Research Capital (TRC)
New York
$1.95M +$713K +15,231 +58%
BCM
41
Brookstone Capital Management
Illinois
$1.86M -$120K -2,553 -6%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.67M +$90.4K +1,930 +6%
PAG
43
Private Advisor Group
New Jersey
$1.42M -$282K -6,006 -17%
CA
44
Cetera Advisors
Colorado
$1.39M +$44.1K +942 +3%
QA
45
Quantitative Advantage
Minnesota
$1.38M -$40.2K -858 -3%
ACM
46
Alethea Capital Management
Washington
$1.36M – – –
N
47
Natixis
France
$1.25M -$1.74M -37,058 -58%
QFA
48
Quattro Financial Advisors
Texas
$1.23M +$1.23M +26,130 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.22M +$68.7K +1,466 +6%
Ameriprise
50
Ameriprise
Minnesota
$1.17M -$212K -4,532 -15%
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