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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

149 hedge funds and large institutions have $386M invested in iShares Mortgage Real Estate ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+13
Holders Change %
+9.56%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
57
Reduced
36
Closed
12
Calls
$2.76M
Puts
$8.65M
Net Calls
-$5.89M
Net Calls Change
-$3.91M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.8M
2
DF
Donoghue Forlines
Massachusetts
$5.74M
3
NSLI
Nan Shan Life Insurance
Taiwan
$41.3M
4
CIM
Cambria Investment Management
California
$4.36M
5
NAM
NorthCoast Asset Management
Connecticut
$4.06M

Top Sellers

1
NR
Newfound Research
Massachusetts
$8.19M
2
BlackRock
BlackRock
New York
$47.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$904K
4
TRCT
Tower Research Capital (TRC)
New York
$198K
5
BCM
BlueCrest Capital Management
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
51
Rockland Trust
Massachusetts
$778K +$778K +17,856 New
RWM
52
Ritholtz Wealth Management
New York
$772K +$44K +1,010 +6%
BAM
53
Belpointe Asset Management
Nevada
$772K +$125K +2,869 +19%
PAG
54
Private Advisor Group
New Jersey
$772K +$352K +8,083 +84%
Deutsche Bank
55
Deutsche Bank
Germany
$748K +$530K +12,166 +243%
SCA
56
SMH Capital Advisors
Texas
$745K +$261 +6 +0%
CCA
57
Catalyst Capital Advisors
New York
$736K – – –
VCM
58
Virtue Capital Management
Tennessee
$733K +$733K +16,816 New
Goldman Sachs
59
Goldman Sachs
New York
$671K +$671K +15,401 New
WI
60
WrapManager Inc
California
$662K -$19.3K -444 -3%
ACM
61
AlphaStar Capital Management
North Carolina
$649K -$340K -7,819 -34%
PAG
62
Private Advisory Group
Washington
$627K +$627K +14,668 New
RJT
63
Raymond James Trust
Florida
$622K +$71.9K +1,651 +13%
FAAS
64
First Allied Advisory Services
California
$603K +$26.4K +607 +5%
LGC
65
Laurel Grove Capital
California
$595K +$16.3K +375 +3%
BCI
66
Brinker Capital Investments
Pennsylvania
$581K +$164K +3,758 +39%
Northern Trust
67
Northern Trust
Illinois
$572K +$572K +13,125 New
PFS
68
Prospera Financial Services
Texas
$567K -$58.1K -1,357 -9%
JLBC
69
J.L. Bainbridge & Co
Florida
$535K -$272K -6,253 -34%
ACM
70
Aviance Capital Management
Florida
$509K -$59.8K -1,372 -11%
PO
71
Private Ocean
California
$491K – – –
WP
72
WealthPLAN Partners
Nebraska
$478K -$165K -3,868 -26%
SMFG
73
Sumitomo Mitsui Financial Group
Japan
$469K +$360K +8,265 +330%
Truist Financial
74
Truist Financial
North Carolina
$462K +$248K +5,690 +116%
Stifel Financial
75
Stifel Financial
Missouri
$426K -$3.31K -76 -0.8%
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