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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

145 hedge funds and large institutions have $351M invested in iShares Mortgage Real Estate ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
57
Reduced
37
Closed
23
Calls
$2.82M
Puts
$4.45M
Net Calls
-$1.64M
Net Calls Change
+$3.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$58.4M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$4.92M
3
American Century Companies
3
American Century Companies
Missouri
$3.79M
4
FI
4
FormulaFolio Investments
Michigan
$2.19M
5
Mariner
5
Mariner
Kansas
$7.45M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$27.5M
3
EWM
3
Edge Wealth Management
New York
$4.88M
4
SWM
4
Sanctuary Wealth Management
Idaho
$360K
5
MLM
5
Mount Lucas Management
Pennsylvania
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$1.01M -$72.9K -1,731 -7%
RIA
52
Regal Investment Advisors
Michigan
$1M +$140K +3,317 +16%
QCIG
53
Quad-Cities Investment Group
Iowa
$813K -$17K -405 -2%
LA
54
LexAurum Advisors
Kansas
$795K -$91K -2,162 -10%
Goldman Sachs
55
Goldman Sachs
New York
$775K -$298K -7,085 -28%
SCA
56
SMH Capital Advisors
Texas
$721K +$126 +3 +0%
CCA
57
Catalyst Capital Advisors
New York
$712K – – –
CA
58
Cetera Advisors
Colorado
$664K -$405K -9,616 -38%
FAAS
59
First Allied Advisory Services
California
$663K +$53K +1,255 +9%
HIS
60
Harvest Investment Services
Illinois
$595K +$30.1K +723 +5%
CRWM
61
Castle Rock Wealth Management
California
$586K -$168K -3,860 -22%
Creative Planning
62
Creative Planning
Kansas
$571K -$8.93K -212 -2%
BAM
63
Belpointe Asset Management
Nevada
$552K -$101K -2,390 -15%
JPLA
64
Joseph P. Lucia & Associates
New York
$534K +$77.6K +1,841 +17%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$531K +$531K +12,615 New
BWM
66
BerganKDV Wealth Management
Minnesota
$526K -$42.8K -1,015 -8%
CIC
67
Carnegie Investment Counsel
Ohio
$511K +$10.5K +250 +2%
CC
68
Claybrook Capital
Massachusetts
$506K – – –
GWM
69
Greenwich Wealth Management
Connecticut
$492K +$1.1K +26 +0.2%
BTS
70
BB&T Securities
Virginia
$478K +$110K +2,587 +30%
SMC
71
Smith, Moore & Co
Missouri
$463K -$34.7K -824 -7%
RJT
72
Raymond James Trust
Florida
$457K +$34.9K +828 +8%
PFS
73
Prospera Financial Services
Texas
$445K -$324K -7,695 -42%
AWM
74
AE Wealth Management
Kansas
$442K +$22.3K +530 +5%
SPC
75
Sigma Planning Corp
Michigan
$431K +$80.1K +1,901 +23%
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