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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

148 hedge funds and large institutions have $367M invested in iShares Mortgage Real Estate ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
44
Reduced
44
Closed
27
Calls
$6.6M
Puts
$7.55M
Net Calls
-$950K
Net Calls Change
-$1.69M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
2
MLM
Mount Lucas Management
Pennsylvania
+$5.47M
3
PCP
Proficio Capital Partners
Massachusetts
+$4.99M
4
Man Group
Man Group
United Kingdom
+$4.44M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.91M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.1M
2
DF
Donoghue Forlines
Massachusetts
-$18M
3
NSLI
Nan Shan Life Insurance
Taiwan
-$15.9M
4
Morgan Stanley
Morgan Stanley
New York
-$13.8M
5
IA
IFP Advisors
Florida
-$9.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$755K +$755K +17,420 New
SCA
52
SMH Capital Advisors
Texas
$742K +$87 +2 +0%
CCA
53
Catalyst Capital Advisors
New York
$732K – – –
Mackenzie Financial
54
Mackenzie Financial
Ontario, Canada
$719K -$21.4K -494 -3%
SF
55
Synovus Financial
Georgia
$716K -$24.4K -562 -3%
FAAS
56
First Allied Advisory Services
California
$685K +$82.3K +1,901 +14%
RIA
57
Regal Investment Advisors
Michigan
$679K -$2.08K -48 -0.3%
ACM
58
Aviance Capital Management
Florida
$565K +$132K +3,049 +31%
HIS
59
Harvest Investment Services
Illinois
$564K +$105K +2,407 +23%
APA
60
American Portfolios Advisors
New York
$559K +$358K +8,260 +178%
CIC
61
Carnegie Investment Counsel
Ohio
$534K +$534K +12,325 New
CC
62
Claybrook Capital
Massachusetts
$521K +$521K +12,021 New
ACM
63
AlphaStar Capital Management
North Carolina
$484K -$14.4K -332 -3%
BCI
64
Brinker Capital Investments
Pennsylvania
$471K -$66.6K -1,535 -12%
WI
65
WrapManager Inc
California
$469K -$230K -5,303 -33%
BWM
66
BerganKDV Wealth Management
Minnesota
$468K +$298K +6,862 +175%
PAG
67
Private Advisory Group
Washington
$466K – – –
Marshall Wace
68
Marshall Wace
United Kingdom
$415K -$204K -4,705 -33%
RJT
69
Raymond James Trust
Florida
$399K – – –
ACM
70
Alethea Capital Management
Washington
$380K – – –
GWM
71
Geneos Wealth Management
Colorado
$377K -$1.79M -41,261 -83%
Nomura Asset Management
72
Nomura Asset Management
Japan
$377K +$377K +8,705 New
Stifel Financial
73
Stifel Financial
Missouri
$373K +$3.89K +90 +1%
SPC
74
Sigma Planning Corp
Michigan
$358K +$91K +2,101 +34%
RCAG
75
Rehmann Capital Advisory Group
Michigan
$350K +$350K +8,074 New
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