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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

115 hedge funds and large institutions have $306M invested in iShares Mortgage Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
20
Increased
36
Reduced
41
Closed
14
Calls
$278K
Puts
$15.3M
Net Calls
-$15M
Net Calls Change
-$13.1M

Top Buyers

1
EWM
1
Edge Wealth Management
New York
$12M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.33M
3
BFA
3
BlackRock Fund Advisors
California
$26.6M
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$3.43M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$5.52M

Top Sellers

1
MIM
1
Miller Investment Management
Pennsylvania
$0
2
RP
2
Raiff Partners
New York
$0
3
Comerica Bank
3
Comerica Bank
Texas
$438K
4
Wells Fargo
4
Wells Fargo
California
$15.5M
5
PWM
5
Patriot Wealth Management
Texas
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
76
Evergreen Capital Management
Washington
$253K 21,425 -218,790 -91%
CAN
77
Cetera Advisor Networks
California
$248K 21,142 -20,478 -49%
DG
78
Davidson & Garrard
Virginia
$230K 19,550 -2,980 -13%
ACM
79
Avalon Capital Management
California
$229K 19,416 -1,386 -7%
GWM
80
Greenwich Wealth Management
Connecticut
$220K 18,693 -125 -0.7%
Barclays
81
Barclays
United Kingdom
$218K 19,800 – –
AI
82
Atria Investments
North Carolina
$215K 18,223 -3,004 -14%
Creative Planning
83
Creative Planning
Kansas
$202K 17,106 +8,684 +103%
NPC
84
National Planning Corporation
California
$199K 16,828 +16,828 New
CG
85
Colony Group
Massachusetts
$197K 16,720 +3,720 +29%
S
86
SignatureFD
Georgia
$192K 16,300 – –
SAC
87
Smith Affiliated Capital
New York
– – – –
OC
88
Oarsman Capital
Wisconsin
$185K 15,693 -1,045 -6%
WPC
89
Waters Parkerson & Co
Louisiana
$177K 15,000 – –
IIA
90
IPG Investment Advisors
California
$177K 15,000 +15,000 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$176K 14,900 +2,800 +23%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$149K 12,675 +3,261 +35%
Nomura Holdings
93
Nomura Holdings
Japan
$139K 11,750 -54,900 -82%
ICOA
94
Investment Centers of America
North Dakota
$127K 10,675 +10,675 New
EFS
95
Essex Financial Services
Connecticut
$127K 10,775 +10,775 New
ONB
96
Old National Bancorp
Indiana
$126K 10,707 – –
Franklin Resources
97
Franklin Resources
California
$118K 10,000 +10,000 New
MHS
98
M Holdings Securities
Oregon
$109K 9,283 +9,283 New
Walleye Trading
99
Walleye Trading
New York
$67K 5,692 +5,692 New
SSB
100
Sandy Spring Bank
Maryland
$59K 5,000 -2,000 -29%
2 3
4
5 6