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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

148 hedge funds and large institutions have $488M invested in iShares Mortgage Real Estate ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
26
Increased
55
Reduced
39
Closed
20
Calls
$373K
Puts
$12M
Net Calls
-$11.6M
Net Calls Change
-$6.73M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$39.8M
2
Bank of America
2
Bank of America
North Carolina
$33.1M
3
BWM
3
Braver Wealth Management
Massachusetts
$6.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.3M
5
CHA
5
Cedar Hill Associates
Illinois
$15.2M

Top Sellers

1
SMH
1
Sanders Morris Harris
Texas
$956K
2
MCM
2
Moore Capital Management
New York
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.79M
4
ACM
4
Avalon Capital Management
California
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Catalyst Capital Advisors
New York
$932K +$932K +22,175 New
EWM
52
Edge Wealth Management
New York
$925K -$460K -10,933 -33%
SF
53
Synovus Financial
Georgia
$872K -$47.2K -1,123 -5%
MWM
54
Merriman Wealth Management
Washington
$840K -$541K -12,857 -39%
GA
55
Geneva Advisors
Illinois
$773K +$113K +2,678 +17%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$730K -$608K -14,453 -45%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$709K +$31K +737 +5%
FAAS
58
First Allied Advisory Services
California
$707K +$30K +713 +4%
PAS
59
Partnervest Advisory Services
California
$614K -$26.1K -621 -4%
IWC
60
Integrated Wealth Counsel
California
$579K -$65.6K -1,561 -10%
CAN
61
Cetera Advisor Networks
California
$554K +$226K +5,382 +69%
ACM
62
Alpha Capital Management
Texas
$553K +$54.7K +1,303 +11%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$553K +$76K +1,808 +16%
CB
64
Community Bank
New York
$526K – – –
NA
65
Nottingham Advisors
New York
$526K – – –
LGC
66
Laurel Grove Capital
California
$524K +$34.7K +825 +7%
AI
67
Atria Investments
North Carolina
$519K +$375K +8,926 +261%
SPC
68
Sigma Planning Corp
Michigan
$502K +$64.3K +1,528 +15%
BCM
69
Beck Capital Management
Texas
$501K -$27.6K -658 -5%
CS
70
Credit Suisse
Switzerland
$497K +$497K +11,824 New
PO
71
Private Ocean
California
$474K – – –
VKH
72
Virtu KCG Holdings
New York
$464K -$599K -14,229 -56%
WWM
73
Willingdon Wealth Management
North Carolina
$461K +$120K +2,865 +35%
N
74
Natixis
France
$453K -$141K -3,363 -24%
RIA
75
Regal Investment Advisors
Michigan
$424K +$294K +7,007 +227%
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3
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