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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

109 hedge funds and large institutions have $507M invested in iShares Mortgage Real Estate ETF in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
23
Increased
41
Reduced
36
Closed
16
Calls
$505K
Puts
$1.45M
Net Calls
-$940K
Net Calls Change
+$173K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$23.1M
2
JIP
Jaffetilchin Investment Partners
Florida
$9.02M
3
BlackRock
BlackRock
New York
$8.3M
4
Comerica Bank
Comerica Bank
Texas
$14.8M
5
RP
Raiff Partners
New York
$6.13M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$196M
2
U
UBS
Switzerland
$10.4M
3
CS
Credit Suisse
Switzerland
$198K
4
TRCT
Tower Research Capital (TRC)
New York
$0
5
BCM
Brookstone Capital Management
Illinois
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
76
Davidson & Garrard
Virginia
$282K +$124K +2,528 +78%
Ameriprise
77
Ameriprise
Minnesota
$281K -$5.45K -111 -2%
CCWA
78
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$276K -$105K -2,138 -28%
CCG
79
Cypress Capital Group
Florida
$241K -$491 -10 -0.2%
GWM
80
Greenwich Wealth Management
Connecticut
$239K +$2.45K +50 +1%
TC
81
Telemus Capital
Michigan
$237K -$71.8K -1,464 -23%
CS
82
Credit Suisse
Switzerland
$198K -$6.02M -122,674 -97%
OC
83
Oarsman Capital
Wisconsin
$193K -$9.18K -187 -5%
BRWA
84
B. Riley Wealth Advisors
Florida
$189K +$189K +3,850 New
AI
85
Atria Investments
North Carolina
$174K +$293 +6 +0.2%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$162K -$514K -10,479 -76%
CG
87
Colony Group
Massachusetts
$159K +$159K +3,250 New
ICOA
88
Investment Centers of America
North Dakota
$158K +$158K +3,281 New
Northern Trust
89
Northern Trust
Illinois
$144K -$88.5K -1,803 -38%
ONB
90
Old National Bancorp
Indiana
$131K – – –
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$115K -$193K -3,927 -63%
SCG
92
Strategic Capital Group
Washington
$107K -$37.9K -771 -26%
Creative Planning
93
Creative Planning
Kansas
$103K -$171K -3,487 -62%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$89K – – –
SSB
95
Sandy Spring Bank
Maryland
$86K +$86K +1,750 New
NES
96
New England Securities
New York
$28K – – –
CPA
97
Cowen Prime Advisors
New York
$26K +$26K +532 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$25K -$30.6K -620 -55%
BCM
99
Blume Capital Management
California
$18K -$6.1K -127 -25%
Credit Agricole
100
Credit Agricole
France
$18K +$18K +375 New
2 3
4
5 6