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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

144 hedge funds and large institutions have $604M invested in iShares Mortgage Real Estate ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
3.6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
34
Increased
50
Reduced
34
Closed
9
Calls
$677K
Puts
$10M
Net Calls
-$9.32M
Net Calls Change
-$2.07M

Top Buyers

1
BlackRock
1
BlackRock
New York
$78M
2
NCM
2
Niemann Capital Management
Nevada
$19M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$53.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.3M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.43M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$141M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.1M
3
Wells Fargo
3
Wells Fargo
California
$14.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.17M
5
FAM
5
Flaharty Asset Management
Florida
$7.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$1.34M -$182K -3,937 -12%
AA
52
Advisory Alpha
Michigan
$1.27M +$103K +2,208 +9%
RIA
53
Regal Investment Advisors
Michigan
$1.27M -$439K -9,460 -26%
TRCT
54
Tower Research Capital (TRC)
New York
$1.23M +$1.23M +26,466 New
AIP
55
Almanack Investment Partners
Pennsylvania
$1.22M +$780K +16,816 +177%
Stifel Financial
56
Stifel Financial
Missouri
$1.17M -$7.5M -160,974 -87%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.14M +$328K +7,070 +40%
BCA
58
Benchmark Capital Advisors
New York
$1.14M -$67.3K -1,450 -6%
SRSA
59
S.R. Schill & Associates
Washington
$1.06M +$1.06M +22,843 New
CCA
60
Catalyst Capital Advisors
New York
$1.03M – – –
ACM
61
Aviance Capital Management
Florida
$1.02M +$1.02M +22,065 New
SF
62
Synovus Financial
Georgia
$913K +$18.1K +391 +2%
NPC
63
National Planning Corporation
California
$879K +$35.2K +750 +4%
MML Investors Services
64
MML Investors Services
Massachusetts
$863K +$863K +18,599 New
SG Americas Securities
65
SG Americas Securities
New York
$845K -$4.05M -87,397 -83%
Allianz Asset Management
66
Allianz Asset Management
Germany
$837K – – –
MLM
67
Mount Lucas Management
Pennsylvania
$766K +$15.8K +340 +2%
RWM
68
Ritholtz Wealth Management
New York
$709K +$709K +15,286 New
WI
69
WrapManager Inc
California
$708K -$222K -4,788 -24%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$697K +$135K +2,904 +24%
VAM
71
Verity Asset Management
North Carolina
$688K +$688K +14,844 New
Jane Street
72
Jane Street
New York
$685K +$685K +14,769 New
LGC
73
Laurel Grove Capital
California
$613K +$69.5K +1,500 +13%
AI
74
Atria Investments
North Carolina
$604K -$86.3K -1,861 -13%
SPC
75
Sigma Planning Corp
Michigan
$538K +$51.6K +1,112 +11%
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3
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