REM icon

iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

123 hedge funds and large institutions have $319M invested in iShares Mortgage Real Estate ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
–
Holders Change %
0%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
22
Increased
40
Reduced
48
Closed
19
Calls
$1.11M
Puts
$1.76M
Net Calls
-$652K
Net Calls Change
+$13.1M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$9.94M
2
BFA
2
BlackRock Fund Advisors
California
$42.4M
3
GI
3
Gradient Investments
Minnesota
$6.15M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$5.43M
5
Bank of America
5
Bank of America
North Carolina
$24.7M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$13.5M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
PSI
3
Pinnacle Summer Investments
Virginia
$1.78M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$196K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$278K – – –
GWM
77
Greenwich Wealth Management
Connecticut
$267K +$15.2K +324 +6%
B
78
Baird
Wisconsin
$256K +$256K +5,472 New
ECM
79
Evergreen Capital Management
Washington
$229K -$21.2K -453 -8%
Stifel Financial
80
Stifel Financial
Missouri
$203K -$39.3K -839 -16%
CAN
81
Cetera Advisor Networks
California
$201K -$26.3K -569 -12%
JIP
82
Jaffetilchin Investment Partners
Florida
$196K -$11.2M -239,652 -98%
ACM
83
Avalon Capital Management
California
$196K +$196K +4,189 New
Creative Planning
84
Creative Planning
Kansas
$187K +$84.7K +1,813 +83%
OC
85
Oarsman Capital
Wisconsin
$178K +$140 +3 +0.1%
WPC
86
Waters Parkerson & Co
Louisiana
$175K – – –
TC
87
Trust Company
Kansas
$169K +$169K +3,619 New
DG
88
Davidson & Garrard
Virginia
$149K -$7.66K -164 -5%
MHS
89
M Holdings Securities
Oregon
$146K +$4.17K +89 +3%
SAC
90
Smith Affiliated Capital
New York
$145K -$145K – –
ONB
91
Old National Bancorp
Indiana
$125K – – –
ICOA
92
Investment Centers of America
North Dakota
$125K +$125K +2,669 New
FSIM
93
F-Squared Investment Management
Massachusetts
$121K +$121K +2,586 New
EAM
94
Edge Asset Management
Washington
$119K +$119K +2,539 New
CG
95
Colony Group
Massachusetts
$117K -$70.2K -1,500 -38%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$117K +$117K +2,500 New
GWA
97
Genesis Wealth Advisors
Massachusetts
$108K – – –
Walleye Trading
98
Walleye Trading
New York
$107K -$37.6K -801 -26%
ST
99
Spot Trading
Illinois
$96K +$96K +2,059 New
CCS
100
Crosspoint Capital Strategies
California
$85K +$85K +1,813 New
2 3
4
5 6