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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

119 hedge funds and large institutions have $568M invested in iShares Mortgage Real Estate ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-12
Holders Change %
-9.16%
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
17
Increased
41
Reduced
36
Closed
23
Calls
$3.27M
Puts
$10.5M
Net Calls
-$7.25M
Net Calls Change
+$6.12M

Top Buyers

1
BlackRock
1
BlackRock
New York
$57.1M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$34.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$7.17M
4
Stifel Financial
4
Stifel Financial
Missouri
$8.42M
5
FAM
5
Flaharty Asset Management
Florida
$6.54M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.75M
2
Bank of America
2
Bank of America
North Carolina
$23.8M
3
SAC
3
Smith Affiliated Capital
New York
$137M
4
Wells Fargo
4
Wells Fargo
California
$21.3M
5
SCI
5
Stableford Capital II
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Catalyst Capital Advisors
New York
$1M – – –
RJFSA
52
Raymond James Financial Services Advisors
Florida
$949K +$62.4K +1,379 +7%
WI
53
WrapManager Inc
California
$908K -$365K -8,067 -29%
SF
54
Synovus Financial
Georgia
$873K -$14.3K -316 -2%
Allianz Asset Management
55
Allianz Asset Management
Germany
$837K – – –
NPC
56
National Planning Corporation
California
$819K +$128K +2,800 +18%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$797K +$358K +7,904 +82%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$764K -$196K -4,331 -20%
MLM
59
Mount Lucas Management
Pennsylvania
$733K -$549K -12,118 -43%
AI
60
Atria Investments
North Carolina
$674K +$33.5K +740 +5%
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$599K – – –
WSTAM
62
Wilbanks Smith & Thomas Asset Management
Virginia
$570K +$570K +12,581 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$549K +$40.9K +903 +8%
LGC
64
Laurel Grove Capital
California
$531K – – –
PO
65
Private Ocean
California
$510K – – –
Baird Financial Group
66
Baird Financial Group
Wisconsin
$508K -$864K -19,074 -63%
PAS
67
Partnervest Advisory Services
California
$505K -$152K -3,365 -23%
BCM
68
Beck Capital Management
Texas
$485K -$19.9K -440 -4%
Citadel Advisors
69
Citadel Advisors
Florida
$483K -$1.61M -35,646 -77%
SPC
70
Sigma Planning Corp
Michigan
$475K -$105K -2,322 -18%
MIAN
71
Mariner Independent Advisor Network
Kansas
$462K +$462K +10,196 New
AIP
72
ARS Investment Partners
New York
$461K – – –
MBT
73
Montecito Bank & Trust
California
$453K – – –
AIP
74
Almanack Investment Partners
Pennsylvania
$430K +$430K +9,505 New
RFC
75
Regions Financial Corp
Alabama
$399K +$59.1K +1,305 +17%
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3
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