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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

145 hedge funds and large institutions have $351M invested in iShares Mortgage Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
57
Reduced
37
Closed
23
Calls
$2.82M
Puts
$4.45M
Net Calls
-$1.64M
Net Calls Change
+$3.1M

Top Buyers

1
BlackRock
BlackRock
New York
$58.4M
2
CWG
Cornerstone Wealth Group
North Carolina
$4.92M
3
American Century Companies
American Century Companies
Missouri
$3.79M
4
FI
FormulaFolio Investments
Michigan
$2.19M
5
Mariner
Mariner
Kansas
$7.45M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
2
NSLI
Nan Shan Life Insurance
Taiwan
$27.5M
3
EWM
Edge Wealth Management
New York
$4.88M
4
SWM
Sanctuary Wealth Management
Idaho
$360K
5
MLM
Mount Lucas Management
Pennsylvania
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$3.06M +$90.6K +2,151 +3%
AG
27
Advisor Group
Arizona
$2.99M -$95.7K -2,270 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.96M +$1.08M +25,577 +57%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$2.94M +$139K +3,298 +5%
PI
30
PFS Investments
Georgia
$2.68M +$1.2M +28,560 +82%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.61M +$777K +18,443 +43%
Citigroup
32
Citigroup
New York
$2.58M +$343K +8,152 +15%
Ameriprise
33
Ameriprise
Minnesota
$2.39M +$70.6K +1,676 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.33M -$44.4K -1,055 -2%
AllianceBernstein
35
AllianceBernstein
Tennessee
$2.32M +$1.05M +24,900 +82%
FI
36
FormulaFolio Investments
Michigan
$2.19M +$2.19M +51,968 New
IAA
37
Ironsides Asset Advisors
North Carolina
$2.04M +$323K +7,675 +19%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.99M +$100K +2,375 +5%
AFP
39
Ausdal Financial Partners
Iowa
$1.77M – – –
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$1.71M -$67K -1,590 -4%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.53M -$542K -12,865 -26%
WS
42
Wedbush Securities
California
$1.51M +$1.24M +29,550 +469%
SAS
43
Sage Advisory Services
Texas
$1.41M +$139K +3,305 +11%
PAG
44
Private Advisor Group
New Jersey
$1.4M +$547K +12,976 +64%
TA
45
TCG Advisors
Texas
$1.32M +$319K +7,580 +32%
RT
46
Rockland Trust
Massachusetts
$1.21M +$197K +4,730 +19%
TRCT
47
Tower Research Capital (TRC)
New York
$1.21M +$235K +5,589 +24%
HT
48
HAP Trading
New York
$1.17M +$34K +807 +3%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$1.14M +$660K +15,660 +137%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$1.12M +$1.12M +26,657 New
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