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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

87 hedge funds and large institutions have $566M invested in iShares Mortgage Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
23
Increased
38
Reduced
19
Closed
13
Calls
$360K
Puts
$719K
Net Calls
-$359K
Net Calls Change
+$274K

Top Buyers

1
MIM
1
Miller Investment Management
Pennsylvania
$17.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.81M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.4M
4
LPL Financial
4
LPL Financial
California
$11.2M
5
TC
5
Talkot Capital
California
$4.83M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$280M
2
U
2
UBS
Switzerland
$27.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$489K
4
IAS
4
IMA Advisory Services
Colorado
$0
5
Bank of America
5
Bank of America
North Carolina
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
51
FineMark National Bank & Trust
Florida
$469K +$233K +4,851 +98%
PSI
52
Pinnacle Summer Investments
Virginia
$456K +$456K +9,500 New
TC
53
Telemus Capital
Michigan
$444K +$444K +9,250 New
SF
54
Synovus Financial
Georgia
$436K +$18.6K +388 +4%
MFS
55
MSI Financial Services
Massachusetts
$400K +$33.9K +706 +9%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$397K +$71.1K +1,484 +22%
CAN
57
Cetera Advisor Networks
California
$387K +$197K +4,085 +104%
BB
58
Bell Bank
North Dakota
$377K -$745K -15,535 -66%
SG Americas Securities
59
SG Americas Securities
New York
$314K +$314K +6,542 New
FAAS
60
First Allied Advisory Services
California
$312K -$60.1K -1,269 -16%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$246K -$126K -2,623 -34%
EWM
62
Edge Wealth Management
New York
$240K +$60K +1,250 +33%
CCG
63
Cypress Capital Group
Florida
$236K -$623 -13 -0.3%
PI
64
Placemark Investments
Illinois
$225K -$636K -13,176 -74%
Ameriprise
65
Ameriprise
Minnesota
$221K +$46.9K +976 +27%
HF
66
Hoxton Financial
West Virginia
$212K -$53.2K -1,109 -20%
KFS
67
KMS Financial Services
Washington
$212K +$85K +1,775 +67%
VF
68
Virtu Financial
New York
$199K +$199K +4,145 New
OC
69
Oarsman Capital
Wisconsin
$190K +$1.53K +32 +0.8%
DS
70
DRW Securities
Illinois
$167K +$167K +3,336 New
ICOA
71
Investment Centers of America
North Dakota
$158K +$29.5K +612 +23%
IWC
72
Integrated Wealth Counsel
California
$157K +$157K +3,266 New
Creative Planning
73
Creative Planning
Kansas
$143K -$154K -3,205 -52%
AI
74
Atria Investments
North Carolina
$138K +$138K +2,873 New
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$131K -$30.3K -630 -19%
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