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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

144 hedge funds and large institutions have $296M invested in iShares Mortgage Real Estate ETF in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+41
Holders Change %
+39.81%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
56
Increased
44
Reduced
22
Closed
14
Calls
$1.13M
Puts
$5.98M
Net Calls
-$4.85M
Net Calls Change
-$4.61M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
Bank of America
2
Bank of America
North Carolina
$21.8M
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
RJA
4
Raymond James & Associates
Florida
$7.46M
5
UBS Group
5
UBS Group
Switzerland
$10.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$5.09M
2
MIG
2
Mariner Investment Group
New York
$0
3
AIG
3
American International Group
New York
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPS
51
Counsel Portfolio Services
Ontario, Canada
$996K +$996K +24,271 New
MLM
52
Mount Lucas Management
Pennsylvania
$996K +$996K +24,271 New
SMH
53
Sanders Morris Harris
Texas
$934K +$492 +12 +0.1%
SF
54
Synovus Financial
Georgia
$898K +$37.6K +916 +4%
WI
55
WrapManager Inc
California
$878K +$878K +21,386 New
PAG
56
Private Advisor Group
New Jersey
$857K +$501K +12,228 +141%
MFS
57
MSI Financial Services
Massachusetts
$811K +$406K +9,884 +100%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$662K +$292K +7,127 +79%
FAAS
59
First Allied Advisory Services
California
$655K -$233K -5,717 -26%
GA
60
Geneva Advisors
Illinois
$644K +$72.1K +1,758 +13%
IWC
61
Integrated Wealth Counsel
California
$629K -$44.4K -1,082 -7%
PAS
62
Partnervest Advisory Services
California
$625K -$14.7K -357 -2%
N
63
Natixis
France
$581K +$581K +14,150 New
NPC
64
National Planning Corporation
California
$553K +$70.7K +1,675 +15%
BCM
65
Beck Capital Management
Texas
$516K +$516K +12,581 New
NA
66
Nottingham Advisors
New York
$513K -$103K -2,500 -17%
CB
67
Community Bank
New York
$513K – – –
ACM
68
Alpha Capital Management
Texas
$487K +$487K +11,863 New
LGC
69
Laurel Grove Capital
California
$478K +$478K +11,650 New
Bank of New York Mellon
70
Bank of New York Mellon
New York
$466K -$47.2K -1,150 -9%
PO
71
Private Ocean
California
$462K – – –
SPC
72
Sigma Planning Corp
Michigan
$427K +$310K +7,561 +266%
Wolverine Trading
73
Wolverine Trading
Illinois
$427K +$427K +10,507 New
FTI
74
Fiduciary Trust International
Massachusetts
$410K – – –
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$405K +$15.6K +380 +4%
1 2
3
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