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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

103 hedge funds and large institutions have $438M invested in iShares Mortgage Real Estate ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 13 closing their positions.

Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
31
Increased
37
Reduced
29
Closed
13
Calls
$980K
Puts
$2.09M
Net Calls
-$1.11M
Net Calls Change
-$754K

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$10.7M
2
CS
2
Credit Suisse
Switzerland
$5.84M
3
SG Americas Securities
3
SG Americas Securities
New York
$5.55M
4
BCM
4
Brookstone Capital Management
Illinois
$5.13M
5
TRCT
5
Tower Research Capital (TRC)
New York
$4.12M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$7.34M
2
Bank of America
2
Bank of America
North Carolina
$13.3M
3
U
3
UBS
Switzerland
$17.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.25M
5
TC
5
Talkot Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$258K 22,371 +10,484 +88%
PG
77
PEAK6 Group
Illinois
$250K 21,700 +3,700 +21%
CCG
78
Cypress Capital Group
Florida
$227K 19,673 -27 -0.1%
GWM
79
Greenwich Wealth Management
Connecticut
$222K 19,293 +19,293 New
Northern Trust
80
Northern Trust
Illinois
$218K 18,948 +18,948 New
HF
81
Hoxton Financial
West Virginia
$216K 18,709 +1,033 +6%
JA
82
JOYN Advisors
Georgia
$199K 17,302 +17,302 New
OC
83
Oarsman Capital
Wisconsin
$190K 16,481 +614 +4%
AI
84
Atria Investments
North Carolina
$164K 14,207 +2,716 +24%
DG
85
Davidson & Garrard
Virginia
$148K 12,885 -32,521 -72%
GCA
86
Greenwood Capital Associates
South Carolina
$145K 12,569 +12,569 New
SCG
87
Strategic Capital Group
Washington
$136K 11,798 -187,658 -94%
ONB
88
Old National Bancorp
Indiana
$123K 10,707 – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$84K 7,300 -13,128 -64%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$54K 4,714 +4,714 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$52K 4,502 +4,502 New
RFA
92
Reilly Financial Advisors
California
$31K 2,685 +1,350 +101%
ASN
93
Advisory Services Network
Georgia
$29K 2,500 +2,500 New
NES
94
New England Securities
New York
$26K 2,250 -560 -20%
HNB
95
Huntington National Bank
Ohio
– – – –
PAS
96
Partnervest Advisory Services
California
$23K 2,000 +1,000 +100%
BCM
97
Blume Capital Management
California
$23K 2,007 +2,007 New
NC
98
NewSquare Capital
Pennsylvania
$16K 1,380 – –
CEMP
99
Compass Efficient Model Portfolios
Tennessee
$10K 870 +870 New
WA
100
WFG Advisors
Texas
$9K 796 -1,812 -69%
1 2 3
4
5