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iShares Mortgage Real Estate ETF
REM

Overview Fund Activity

108 hedge funds and large institutions have $230M invested in iShares Mortgage Real Estate ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 18 closing their positions.

Holders
108
Holders Change
-7
Holders Change %
-6.09%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
36
Reduced
36
Closed
18
Calls
$517K
Puts
$1.49M
Net Calls
-$969K
Net Calls Change
-$202K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.79M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$3.61M
3
JCM
3
Janney Capital Management
Pennsylvania
$2.91M
4
Goldman Sachs
4
Goldman Sachs
New York
$17.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.11M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$131K
4
SIM
4
Strategic Income Management
Washington
$0
5
BFA
5
BlackRock Fund Advisors
California
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$120K +$120K +3,007 New
WS
77
Wedbush Securities
California
$117K +$14.9K +375 +15%
ICOA
78
Investment Centers of America
North Dakota
$116K – – –
EFS
79
Essex Financial Services
Connecticut
$115K – – –
DG
80
Davidson & Garrard
Virginia
$113K – – –
SI
81
Stephens Inc
Arkansas
$109K – – –
ONB
82
Old National Bancorp
Indiana
$106K – – –
Toronto Dominion Bank
83
Toronto Dominion Bank
Ontario, Canada
$100K – – –
CCS
84
Crosspoint Capital Strategies
California
$95K +$35.2K +883 +59%
US Bancorp
85
US Bancorp
Minnesota
$77K +$30K +750 +64%
Creative Planning
86
Creative Planning
Kansas
$74K -$70.3K -1,763 -49%
BCI
87
Brinker Capital Investments
Pennsylvania
$65K +$64.9K +1,632 +54,400%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$54K +$20.8K +525 +63%
BCM
89
Brookstone Capital Management
Illinois
$49K -$46.6K -1,180 -49%
EDRE
90
Edmond de Rothschild (Europe)
Luxembourg
$46K – – –
EDRH
91
Edmond de Rothschild Holding
Switzerland
$46K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$42K +$1.4K +35 +3%
AA
93
Advisory Alpha
Michigan
$42K +$42K +1,049 New
WA
94
Waverly Advisors
Alabama
$41K +$41K +1,024 New
ASN
95
Advisory Services Network
Georgia
$25K – – –
HNB
96
Huntington National Bank
Ohio
$23K -$24K – –
NFG
97
Next Financial Group
Texas
$21K -$970 -25 -4%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$20K -$10K -250 -33%
AssetMark Inc
99
AssetMark Inc
California
$20K +$12.8K +320 +178%
RIA
100
Regal Investment Advisors
Michigan
$16K +$9.43K +250 +144%
2 3
4
5 6