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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

111 hedge funds and large institutions have $341M invested in iShares Mortgage Real Estate ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
18
Increased
47
Reduced
29
Closed
16
Calls
$375K
Puts
$2.24M
Net Calls
-$1.87M
Net Calls Change
-$927K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.4M
2
BFA
2
BlackRock Fund Advisors
California
$23.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$9.24M
4
NEIRG
4
New England Investment & Retirement Group
Massachusetts
$5.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.9M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$7.14M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
BlackRock
3
BlackRock
New York
$4.51M
4
SMM
4
Stadion Money Management
Georgia
$0
5
BCM
5
Brookstone Capital Management
Illinois
$389K
Name Market Value Shares Shares
Change 		Shares
Change %
VFS
76
VSR Financial Services
Kansas
$284K 22,469 -7,053 -24%
AI
77
Atria Investments
North Carolina
$268K 21,227 +6,996 +49%
ACM
78
Avalon Capital Management
California
$263K 20,802 +20,802 New
MC
79
Moors & Cabot
Massachusetts
$254K 20,018 +20,018 New
Barclays
80
Barclays
United Kingdom
$238K 19,800 -83,307 -81%
GWM
81
Greenwich Wealth Management
Connecticut
$238K 18,818 -675 -3%
OC
82
Oarsman Capital
Wisconsin
$212K 16,738 +1,007 +6%
NES
83
New England Securities
New York
$210K 16,628 +14,378 +639%
S
84
SignatureFD
Georgia
$206K 16,300 +16,300 New
CS
85
Credit Suisse
Switzerland
$204K 16,145 – –
WPC
86
Waters Parkerson & Co
Louisiana
$190K 15,000 +15,000 New
Millennium Management
87
Millennium Management
New York
$177K 14,027 +14,027 New
BRWA
88
B. Riley Wealth Advisors
Florida
$175K 13,866 -1,534 -10%
CG
89
Colony Group
Massachusetts
$164K 13,000 – –
ICAS
90
Investors Capital Advisory Services
Massachusetts
$159K 12,633 +12,633 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$152K 12,100 +4,800 +66%
ONB
92
Old National Bancorp
Indiana
$135K 10,707 – –
FSIM
93
F-Squared Investment Management
Massachusetts
$131K 10,372 +10,372 New
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$119K 9,414 +55 +0.6%
Creative Planning
95
Creative Planning
Kansas
$106K 8,422 – –
SSB
96
Sandy Spring Bank
Maryland
$88K 7,000 – –
SCG
97
Strategic Capital Group
Washington
$81K 6,401 -2,314 -27%
CPA
98
Cowen Prime Advisors
New York
$28K 2,207 +80 +4%
FANJ
99
Financial Architects (New Jersey)
New Jersey
$25K 2,000 +2,000 New
SSG
100
Summit Securities Group
New York
$24K 1,900 +1,900 New
2 3
4
5 6