REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

87 hedge funds and large institutions have $566M invested in iShares Mortgage Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
23
Increased
38
Reduced
19
Closed
13
Calls
$360K
Puts
$719K
Net Calls
-$359K
Net Calls Change
+$274K

Top Buyers

1
MIM
1
Miller Investment Management
Pennsylvania
$17.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.81M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.4M
4
LPL Financial
4
LPL Financial
California
$11.2M
5
TC
5
Talkot Capital
California
$4.83M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$280M
2
U
2
UBS
Switzerland
$27.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$489K
4
IAS
4
IMA Advisory Services
Colorado
$0
5
Bank of America
5
Bank of America
North Carolina
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
76
Old National Bancorp
Indiana
$128K +$128K +2,677 New
PG
77
PEAK6 Group
Illinois
$108K +$78.7K +3,275 +267%
US Bancorp
78
US Bancorp
Minnesota
$63K – – –
NES
79
New England Securities
New York
$34K +$2.42K +50 +8%
WA
80
WFG Advisors
Texas
$31K +$5.71K +120 +23%
NC
81
NewSquare Capital
Pennsylvania
$17K – – –
RFA
82
Reilly Financial Advisors
California
$16K +$1.15K +24 +8%
PAS
83
Partnervest Advisory Services
California
$12K +$6K +125 +100%
FWM
84
Focused Wealth Management
New York
$12K +$12K +250 New
HPBT
85
High Point Bank & Trust
North Carolina
$10K – – –
DAM
86
Delta Asset Management
Tennessee
$7K – – –
M&T Bank
87
M&T Bank
New York
$6K – – –
IAS
88
IMA Advisory Services
Colorado
– -$3.93M -77,624 Closed
CS
89
Credit Suisse
Switzerland
– -$980K -19,358 Closed
ACM
90
Argentus Capital Management
Texas
– -$611K -12,064 Closed
OC
91
Oppenheimer & Co
New York
– -$497K -9,822 Closed
DADC
92
D.A. Davidson & Co
Montana
– -$316K -6,243 Closed
NPC
93
National Planning Corporation
California
– -$144K -2,782 Closed
BWAM
94
Boyd Watterson Asset Management
Ohio
– -$135K -2,666 Closed
USGIU
95
U.S. Global Investors (USGI)
Texas
– -$114K -2,250 Closed
PSUF
96
People's United Financial
Connecticut
– -$110K -2,182 Closed
S
97
SignatureFD
Georgia
– -$17K -333 Closed
AA
98
AlphaMark Advisors
Kentucky
– -$15K -291 Closed
EWM
99
Elite Wealth Management
Washington
– -$9K -175 Closed
HCM
100
Highlander Capital Management
New Jersey
– -$3.1K -61 Closed
1 2 3
4