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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

136 hedge funds and large institutions have $520M invested in iShares Mortgage Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
3.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
12
Increased
50
Reduced
41
Closed
19
Calls
$904K
Puts
$4.41M
Net Calls
-$3.51M
Net Calls Change
+$5.81M

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$8.41M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$21.6M
3
MLM
3
Mount Lucas Management
Pennsylvania
$4.16M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$8.29M
5
G
5
Gainplan
Michigan
$2.48M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$142M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$21.2M
3
BlackRock
3
BlackRock
New York
$52M
4
NCM
4
Niemann Capital Management
Nevada
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.17M -$1.74M -37,062 -60%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$1.08M -$573K -12,233 -35%
CCA
53
Catalyst Capital Advisors
New York
$1.04M – – –
RIA
54
Regal Investment Advisors
Michigan
$996K -$282K -6,025 -22%
MML Investors Services
55
MML Investors Services
Massachusetts
$992K +$121K +2,587 +14%
BCA
56
Benchmark Capital Advisors
New York
$990K -$164K -3,500 -14%
ACM
57
Aviance Capital Management
Florida
$920K -$113K -2,418 -11%
AIP
58
Almanack Investment Partners
Pennsylvania
$914K -$319K -6,802 -26%
SF
59
Synovus Financial
Georgia
$870K -$53K -1,131 -6%
NPC
60
National Planning Corporation
California
$855K -$21.4K -456 -2%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$842K +$138K +2,954 +20%
WI
62
WrapManager Inc
California
$732K +$16.9K +360 +2%
BAM
63
Belpointe Asset Management
Nevada
$666K +$666K +14,221 New
RWM
64
Ritholtz Wealth Management
New York
$654K -$61.8K -1,319 -9%
LGC
65
Laurel Grove Capital
California
$631K +$11.7K +250 +2%
CS
66
Credit Suisse
Switzerland
$628K -$4.98M -106,298 -89%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$582K -$2.03M -43,381 -78%
SPC
68
Sigma Planning Corp
Michigan
$578K +$35K +748 +6%
FTI
69
Fiduciary Trust International
Massachusetts
$570K +$219K +4,663 +62%
AI
70
Atria Investments
North Carolina
$559K -$51K -1,089 -8%
OAM
71
Oppenheimer Asset Management
New York
$539K -$2.25K -48 -0.4%
BSAM
72
Blue Sky Asset Management
Colorado
$533K -$1.11M -25,704 -68%
PO
73
Private Ocean
California
$528K – – –
MC
74
Moors & Cabot
Massachusetts
$501K +$12.3K +264 +3%
FAAS
75
First Allied Advisory Services
California
$492K +$59.3K +1,261 +14%
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3
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