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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

148 hedge funds and large institutions have $381M invested in iShares Mortgage Real Estate ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
–
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
20
Increased
60
Reduced
36
Closed
17
Calls
$4.3M
Puts
$9.04M
Net Calls
-$4.74M
Net Calls Change
-$3.79M

Top Buyers

1
SWM
Sanctuary Wealth Management
Idaho
+$8.5M
2
EWM
Edge Wealth Management
New York
+$4.87M
3
Bank of America
Bank of America
North Carolina
+$2.97M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.17M
5
BlackRock
BlackRock
New York
+$1.83M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$13.4M
2
CIM
Cambria Investment Management
California
-$6.36M
3
Two Sigma Investments
Two Sigma Investments
New York
-$3.67M
4
NR
Newfound Research
Massachusetts
-$2.44M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$971K +$971K +23,013 New
LA
52
LexAurum Advisors
Kansas
$888K +$888K +21,041 New
RIA
53
Regal Investment Advisors
Michigan
$866K +$205K +4,848 +31%
PAG
54
Private Advisor Group
New Jersey
$853K +$118K +2,805 +16%
QCIG
55
Quad-Cities Investment Group
Iowa
$831K +$3.03K +72 +0.4%
PFS
56
Prospera Financial Services
Texas
$776K -$6.51K -153 -0.8%
CRWM
57
Castle Rock Wealth Management
California
$730K +$268K +6,360 +58%
SCA
58
SMH Capital Advisors
Texas
$722K +$127 +3 +0%
CCA
59
Catalyst Capital Advisors
New York
$713K – – –
BAM
60
Belpointe Asset Management
Nevada
$654K +$654K +15,494 New
BCM
61
Brookstone Capital Management
Illinois
$624K -$181K -4,289 -22%
FAAS
62
First Allied Advisory Services
California
$609K -$58.3K -1,382 -9%
Creative Planning
63
Creative Planning
Kansas
$581K +$296K +7,012 +104%
HIS
64
Harvest Investment Services
Illinois
$571K +$26K +619 +5%
BWM
65
BerganKDV Wealth Management
Minnesota
$569K +$114K +2,709 +25%
CC
66
Claybrook Capital
Massachusetts
$507K – – –
ACM
67
AlphaStar Capital Management
North Carolina
$506K +$35.4K +839 +8%
CIC
68
Carnegie Investment Counsel
Ohio
$501K -$18.4K -437 -4%
SMC
69
Smith, Moore & Co
Missouri
$498K +$173K +4,106 +53%
IWM
70
IHT Wealth Management
Illinois
$494K +$494K +11,720 New
GWM
71
Greenwich Wealth Management
Connecticut
$491K +$163K +3,864 +50%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$481K -$1.24M -29,490 -72%
FA
73
FDx Advisors
Illinois
$481K +$481K +11,395 New
BCI
74
Brinker Capital Investments
Pennsylvania
$471K +$13.2K +313 +3%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$467K +$211K +5,000 +82%
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